Help Documents - Version 5 Advanced RegistrationHow do I use Partial Registrations?

How do I use Partial Registrations?

What are Partial Registrations?

Partial registration allows the registrant to suspend their registration process and return at a later time to finish it. Partial Registrations become useful when you have a long registration form to be filled in. What makes a long registration form?

  • Numerous questions
  • Numerous sessions and sales items where descriptions must be read in order to make a selection, resulting in a long time on the page.

rsvpBOOK gives you tools to manage these incomplete registration forms.

  1. When a registrant saves their progress, their status is set to Incomplete
  2. There is an email message template that already contains "nag" verbiage to return to the site and finish registering - you can edit the message to add or remove any of the content.

Does your Admin Dashboard have Menus or Buttons?

rsvpBOOK has 2 versions of the Admin Dashboard. Which one do you have?

Does your Admin Dashboard have Menus or Buttons?

If Menus, your Invitation-Only tool is located here ...

If Menus, your Invitation-Only tool is located here ...

If Buttons, your Invitation-Only tool is located here ...

If Buttons, your Invitation-Only tool is located here ...

The Advanced Registration window opens...

Click the Partial Registrations link in the Quick Nav panel.

The Advanced Registration window opens...

How do I turn ON Partial Registrations?

What does the registration page look like when Partial Registration is turned on?

If Menus, your Email Wizard tool is located here ...

If Menus, your Email Wizard tool is located here ...

If Buttons, your Email Wizard tool is located here ...

If Buttons, your Email Wizard tool is located here ...

The Email Wizard screen opens ...

Click the Create New Message Template button on the Email Wizard screen.

Click the Reminder to Complete Registration email template ...

Edit the template's verbiage to fit your needs ...

Make your changes to fit your situation. You can send a test message to yourself (or anyone else for that matter).

Send the incomplete registration message

Select the Incomplete Registrations group of registrants ...

Scroll to the bottom and choose when you want the message sent ...

ONLY registrants with an Incomplete status will receive the message.

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