1.877.778.7873
Client LoginWe’ve made an update to the merge tags, how to add them and what information you can now add.
Read the updated Merge Tags and How to Use Them post to learn all about the endless ways you can merge your registration form data.
If you’ve used the merge tags feature in creative ways we’d love to know about it in the comments below.
Category : Event Wizard
If you’re anything like me you love having things to look forward to. Maybe it’s a vacation, the hockey playoffs or that new piece of technology. It’s just nice to feel like a kid again, counting down the days.
If you follow us on Twitter you know we’ve had something brewing for awhile. Something that will extend Event Wizard into more areas than ever before! It’s coming soon and in the tradition of things to look forward to we thought we’d give you a little hint…
Stay tuned!
Category : Announcements &Event Wizard
If you’re seeing colours on your My Events page, don’t worry nothing’s wrong, we all are!
We have a big release coming soon and the colours coincide with that release, so we’re adding them to the My Events page now to help you get used to them.
Here’s what each colour represents:
If you don’t see the colours you may need to refresh the page to see the update.
Category : Event Wizard &Event Wizard Tips
Late last month, our President Mark Turner was interviewed for the respected business software directory Capterra. Capterra helps people find and compare software for their business – any kind of business, small or large, for-profit or nonprofit. They also help software companies reach their target audience more efficiently. We have been working with Capterra for awhile now and in fact, we are the highest rated registration software company in the directory.
You can read the full interview with Mark here.
Category : Event Wizard &Interview
One of the great things about Event Wizard is the ability to copy an event you have previously built. The benefits of this are many, including time, cost and manpower savings.
When new users are setting up their first event or an event that is recurring, such as an AGM or seminar, I always advise spending time on the small details. You’re just that much further ahead the next time around so it makes a lot of sense. Copying another event is quite simple and you can copy over any event already created, including open events.
To copy your event you’ll first want to login and click the Create Event Icon 
or 
. From here a series of steps will begin. Go through each step, filling out the information fields in their entirety.
Step1:
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Step 2:
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After a few steps you will land on a page to choose your event’s template. Here you can pick a pre-loaded template or a past events. Keep in mind you can edit any template you choose. To choose the event you would like to copy, click the dropdown titled ‘…Or copy from any existing event’
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Click Next and proceed to the choose theme page. Do the same thing here, choosing the event you would like to copy in the dropdown above the available system themes images.
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Once you’ve completed this step, click Create Event and you’re ready to edit your fields, confirmation emails and anything else you’d like for your new event. To ensure you’ve covered all of the important items before making your event live, read our Going Live Checklist post.
Category : Event Wizard &Event Wizard Tips
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. |
|
|
|
| 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 |
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 |
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. |
Ok, now that we’ve checked over your form, let’s go back to the beginning. Nice registration form, it looks good, now let’s go live!
Category : Event Wizard &Event Wizard Tips
You’ve opened up your new Event Wizard account and you’re ready to create your first registration form, but, you’re not sure what to do next. We know what it’s like using new software and being pressed for time, so read on to find out how to get started with Event Wizard.
The first thing to know about Event Wizard is that you can access any portion of the software through the main menu. The main menu is the series of icons that run along the top of your screen much like the dock on a Mac.
Almost every item within the software that might require an explanation has a green question mark next to it (
). Hover your mouse over the question mark and a little help menu will appear.
You may have already started an event when you signed up but for this purpose we’ll start from scratch.
Creating an event
Click the Create an Event icon and start by filling out each field. You’re able to update the ‘Event Properties’ at anytime so if you’re unsure on those don’t worry.
The next screen is where you’ll choose the languages your registration will be offered in. If you do not see your language listed here it can be added manually through the ‘Manage Languages’ section (
) in the main menu.
After you’ve chosen your languages it’s on to the A La Carte services. This is where you’ll decide how much functionality you require on your registration form. As you add services your credits will raise and eventually max out after three services are chosen. After three services are chosen the rest can be added at no charge. Why do we have A La Carte services? Simply put, it’s not fair to charge you full price for Event Wizard if you’re not using its full functionality.
The last two steps will decide your theme and template. Pick the template that best matches the fields you want on your form. Remember, you can delete/change/add fields as much as you would like so don’t feel stuck with only the fields shown in your template. These fields are simply there to help you build your form and cut down on time. If you’ve already had an event you can copy over the fields by choosing the old event in the dropdown labeled ‘…Or copy from an existing event‘.
Just like the templates section you can either pick a pre-loaded system theme on the next screen or use a theme you’ve created in the ‘My Themes’ section in the main menu. If you would like to create a custom theme see How to Create a Custom Theme in Event Wizard.
After you have completed the initial steps you will land on your event’s Task List. This is the area of the software you will spend the most time in when setting up your event. If you’ve found yourself logged out or in another area follow this path to get back to the Task List: Click My Events>>>Find your event listed>>>Click the edit icon next to your event (
).
Adding Your Event Graphics
One of the greatest things about Event Wizard is the ability to fully customize your registration form. The easiest way to do this is to create a custom theme and to upload your own header & footer. Use these areas to give your form a professional look, just like this (click image for full size):
Uploading your graphics is first done through the ‘My Files’ main menu item (
). To add your file click Upload New File, search your local drive and double click the file; done! Supported file types include .jpg, jpeg, .gif, .png, .pdf, .xls, .xlsx, and .swf.
Let’s assume the file you uploaded was for your header. After you’ve uploaded your header go back to the ‘Event Task List’ and click the Event Header. We’ve added some default text to help you get started so feel free to overwrite that with your own text or delete altogether. Keep your cursor centre justified and click the Image icon in the header, find the image, click OK and Save; it’s as easy as that! If you want to carry through the graphics to your Footer or want to add sponsor logos etc., follow the same steps.
Adding, deleting & updating registration form fields
The main purpose of your registration form is to collect registrations successfully. To ensure you are gathering all of the necessary information, make use of the ‘Add a Form Field’ & ‘Edit/Move/Hide Form Fields’ areas under the Registration Form section.
Adding a form field is as easy as choosing the field type you want, filling out the question for that field and clicking save. Each time you add a new field it appears at the bottom of your registration form. To change the fields position click ‘Edit/Move/Hide Form Fields’ and click and drag the field to the desired position.
There are explanations for each field within Event Wizard but if you’d like to bookmark a list see our Event Wizard Field Types Legend.
Continue working your way down the Event Task List filling out the sections that are relevant to your event. Once you are ready to go live read our Event Wizard Going Live Checklist.
If you need assistance send us an email at techsupport@event-wizard.com or call us 1.877.778.7873, we are happy to help.
Category : Event Wizard &Event Wizard Tips
Event Wizard has a variety of fields to help you create the perfect registration form for your event. Use this legend to help understand how each field type will work and how it will display on your form
Common Field Types
Label – Used to display a simple block of text/HTML.
Textbox – A single-line box used to collect textual data from registrants.
Text Area – A multi-line box used to collect textual data from registrants.
Checkbox – Allows the registrant to choose/not choose a single item.
Drop Down List – A box that, when clicked, allows the registrant to select a single option from a list.
Radio Button – Allows the registrant to select a single response from a group of options.
Date Input – Creates three drop down lists, (Day, Month and Year) that allow your registrants to enter a date in a common format.
Fee Based Field Types
Fee – Used to accept payment for a product or service, (ex: ‘Registration Fee’, ‘T-Shirt’, ‘Gala Dinner’, etc.)
Code Input Field – A textbox input that allows the registrant to enter a discount or complimentary code. Note: you must first create at least one discount/complimentary code to utilize this field.
Donation – Similar to the Fee field, except it is tax-exempt and allows the registrant to enter any amount.
Formatting Field Types
Line Break – Creates an empty space between two other form fields.
Page Break – Creates a new page for any fields following it; inserts customizable Next and Previous navigation buttons.
Horizontal Line – A solid line that spans the width of your form.
Section Label – Acts as a ‘header’ to separate the different sections of your form.
Pre-defined Field Types
States – Drop down list that contains all the US states.
Provinces – Drop down list that contains all the Canadian provinces.
Countries – Drop down list that contains a list of countries.
States & Provinces – Drop down list that contains US states followed by Canadian provinces.
Provinces & States – Drop down list that contains Canadian provinces followed by US states.
Photo Uploader – A module to allow your registrants to upload and attach a photo or image to their registration
Category : Event Wizard &Event Wizard Tips
Your website looks great and your event materials look great, so how do you make your registration form look great? It’s actually quite easy to match the look and feel of your event materials or corporate branding with your registration form; it’s all done through themes within your Event Wizard account.
Creating a theme
The first thing to understand about themes is they are very powerful. Yes, you must work somewhat within the framework of Event Wizard, but as many of our users have discovered, this doesn’t really mean anything. Take one of our standard system themes as an example:
To start creating your theme, click on the My Themes icon (
) located in the main menu of your account. From here you can either copy a theme that you already like and would just like to make simple changes to, or create a new theme from scratch. For this purpose we’ll create a new theme from scratch.
- Click – Create a New Theme
- Enter a title for your theme and click OK
This is where the power of themes really shines. Use each of the menus on this page to match colour codes, images, fonts etc. to your existing website or other materials. At anytime click the green Preview Theme button at the bottom of the menu to see what your theme currently looks like.
It is important to note that your global fonts are controlled here so there is no need to update each form field individually, rather choose it here and you’re done. As well, if you need to upload any images to your theme for the background, you must first upload the image to your My Files (
) area of your account so it can be accessed. This also goes for any header or footer images you add to the form separately.
After you have completed your theme click Save Theme and you’re all set to add it to your event.
Adding a theme
There are two ways to add your custom theme to an event. The first is to add your theme when you’re first creating your event. After choosing your forms template and clicking next, choose your custom theme from the dropdown menu and click Create Event.
The second way to add your theme is to do so in your events task list. Simply click the Event Theme icon () and follow the steps above.
Themes can be edited at anytime whether you’re in test mode or live mode. They are also account specific, meaning the same theme can be added to as many events as you like. This is especially useful if you have strict brand standards to adhere to.
This feature is standard across all Event Wizard accounts, so make sure you take full advantage of it. Of course, if you have any questions about your theme let us know, we’re happy to help.
Category : Event Wizard &Event Wizard Tips
Before we dive into this post let me explain what merge tags are.
Merge tags allow you to customize your Registration Confirmation Email, Payment Confirmation Email, Registrant Update Email and Thank You Page by allowing you to add tags that automatically pull in information from your registration form.
The most common use of merge tags is to automatically address something with a person’s name, like an email. For example, if you set up your email to read, Dear [##FIRST_NAME##], then each recipient will have their first name in place of the tag. Pretty neat, right!
Now that you know what they are, let’s explain how to use them. As mentioned you have the ability to set up merge tags in the following places in Event Wizard:
- Registration Confirmation Email
- Payment Confirmation Email
- Registrant Update Email
- Thank You Page
We’ll use the Thank You Page for this example. When you are in the Thank You Page editor look out for the two dropdown lists on the lower row:
The list on the left will add ‘Form Merge Tags’, which are merge tags based on the fields you have created for your form. This excludes the following fields: Labels, Horizontal Lines, Page Breaks and Section Labels.
The list on the right will add ‘System Merge Tags’, which are tags automatically generated for every registration form created, such as Registration Date, Event Title etc.
To add any tag, just simply click on the name in the dropdown list and it will embed itself within the editor. For example, you may want to personally address each Thank-you page to the registrant.
Now, each time someone completes a registration they feel that personal touch the entire process.
By default we have added the typical merge tags to all of the registration confirmation emails that go out. However, if you do not want these tags or want to change them up in any way, feel free to go into the above mentioned pages and do so.
In case you require the default html, or accidentally delete it, here it is:
<h2 style="border-bottom: solid 1px #000; padding-bottom: 5px;">[##FIRST_NAME##] [##LAST_NAME##]</h2> Reference Number: [##REGISTRATION_REFERENCE_NUMBER##]<br/> <h2 style="border-bottom: solid 1px #000; padding-bottom: 5px;">Registration Information</h2> [##REGISTRATION_INFORMATION##]<br/> <h2 style="border-bottom: solid 1px #000; padding-bottom: 5px;">Event Fees</h2> [##EVENT_FEES##]
Thanks for reading [##FIRST_NAME##] 
Let us know if you need any help!
Category : Event Wizard &Event Wizard Tips
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