Going Live | Event Wizard

Event Wizard Going Live Checklist

Posted on April 26, 2011 // 0 Comments

Nice registration form, it looks good, now let’s go live – WAIT! If you’re new to Event Wizard it’s important to ensure certain Event Task List items have been taken care of before going live. Use this list for your first few events to ensure maximum success. For this checklist we’ll assume all your graphics and form fields have already been set-up. If you need assistance in that area see How to get started with Event Wizard.

Event
A La Carte Fees	If you need any of the added benefits of these A La Carte fees make sure you’ve enabled them before going live as you are unable to after going live.
Event Properties	Have one more look through this section to ensure all your event properties are set-up. This section will affect your registrants experience.

Registration Form
Registration Limit	Does your event have a capacity? If so, enter the number in this section.
Edit Closed Message	Creating a closed message is a great way to let your registrants know that online registration is closed, but that you may be taking a waiting list or will be accepting onsite registrations.

Email
Each of the confirmation emails is an important element of the registration process. Your registrants will expect to receive an email after registering so depending what you have enabled make sure to have the correct messages going out.

Registration Confirmation	This is your standard confirmation email that should go out to everyone that registers.
Payment Confirmation	If you are charging registration fees on your form this email should be used to send invoices with instructions for offline payments, or copies of paid invoices.
Group Leader Confirmation	When Group Registration is enabled you should fill this email out. It is different than the Registrant Confirmation email in that it goes to the leader of a group, so be sure to include information specific to the group leader. The other group members will receive a copy of the Registration Confirmation email.
Change of Group Leader	As an administrator you have the ability to change the leader of a group. When you do this you can let the new leader know by having this email send a notification of the change.

E-commerce
When you have registration fees set-up on your form this section will make sure your payment process is crystal clear.

Payment Process	Fill out this section as completely as possible to ensure there is no confusion when your registrants are paying their event fees.
Offline Payment Instructions	If you’ve enabled offline payment methods like cheque/check or Purchase Order it’s important to edit the payment instructions so registrants know where to send their fees.
Add Discount /Complimentary Code	If you plan on offering a discount or complimentary registration this section is where you’ll set-up your codes and then apply them to the fee items they affect. You must set-up all of your registration fees before adding any discount/complimentary codes.

Purchase Credits
	The last thing you’ll need to do before making your event live is to purchase credits for your registrations. To do this, click the Credits icon in the main menu and follow the shopping cart steps. Remember, we’ll notify you when your credits are low, they never expire and they can be used for any event. Unsure how many credits you require? Use our pricing calculator here.

Promote
	Now that you’ve built your registration form and your about to go live make sure your getting the word out with our integrated social media and promotion tools.