rsvpBOOK

Help Documents - Version 5

What's New in rsvpBOOK?
- August 27, 2015 ----- [Post-Event Survey Wizard]
- August 10, 2015 ----- [Reminder Bot; Session List; Kiosk Mode; New Email Templates; Prize Drawing tool; Session Wizard; Change Log)
- June 11, 2015 ----- [Non-Profit Revenue Streams; Hide/Show button for Email Wizard; On site Check-in]
- May 1, 2015 ----- [Questionnaire Wizard - Bulk Editor; Invitation Only update; Discount Codes; Event Graphic]
- March 25, 2015 ----- [File Cabinet: Copy files to folder and reorder the file list; Secondary Email Address capture; Questionnaire Wizard - additional columns]
- February 19, 2015 ----- [Post-Event Survey Wizard: Send to Non-registrants; Name Badge Wizard: Define your own template; Registration "Kill Switch;" Enhanced Section & Label Manager]
- December 17, 2014 ----- [Report Wizard: New Folders; Registrant List: New Transcript Report; New Section Manager]
- September 15, 2014 ----- [Past Event Look Me Up; Session Bulk Edit; Advanced Reports; Mobile App; Event Graphic; V4 to V5 Conversion]
- July 24, 2014 ----- [New Event Theme Editor - 100% width]
- June 10, 2014 ----- [Mobile App, Table Wizard, Event Description, Registrant Sets, Session Conflict Blocking]
- April 8, 2014 ----- [Signups/Session Reports, Session Barcode, Registrant Sets, Questionnaire Wizard]
- January 21, 2014 ----- [Event Preferences, Session Wizard]
- December 19, 2013 ----- [Questionnaire Wizard, Advanced Report Wizard, Banquet Table Wizard, Advanced Registration]
- November 18, 2013 ----- [Registrant List, Session Bulk Editing, Sub-pages for Reg Website Wizard, Table Wizard]
- August 13, 2013 ----- [Many and various miscellaneous improvements]
Sample registration websites - view and register for them
- Experience rsvpBOOK's registration process
What does a registration website look like?
- What pages are included in a registration website?
- Example Screen Shots of Registration Websites
- The Landing Page
- The Registration Page
- The Confirmation Page
- The Confirmation Email Message
- The Invitation Email Message
- What are the ELEMENTS of a Registration Page? (Fixed Width)
The Member Dashboard
- What is the Member Dashboard?
- How do I create a new event?
- How do I Copy an Event?
- How do I pay my rsvpBOOK invoices?
- How do I change my Member Information?
- How do I Cancel my rsvpBOOK account?
The Admin Dashboard
- Admin Dashboard Overview (Classic)
- The Admin Dashboard's Tools (Classic)
- Admin Dashboard (Menus)
Where do I start?
- Where do I find the URL (event link) for my event website?
- How do I open and preview my registration page?
- How do I Make a Test Registration?
- How do I give others access to my events?
- How do I define a Color Theme for my event?
- How do I change the Event Name?
- How do I change the Event URL?
- How do I change the Event Greeting?
- How do I add a Banner?
- How do I add my own banner?
- How do I change the Event ID and Password?
- How do I add an Event Graphic?
- How do I add an Event Description?
- How do I change the Event Date?
- How do I change the Event Time?
- How do I add an Event Location?
- How do I set up the Event Contact Person?
- How do I set up the Admin Contact Person?
- How do I use the WYSIWYG text editor?
- HTML Tips For Font Colors and Sizes
Color Theme Editor
- How do I define a Color Theme for my event?
- Where is the Event Theme tool?
- What can I do with the Theme Editor tool?
- How do I use the 100% Width editor?
- How do I use the Fixed Width editor?
Event Preferences
- How do I turn OFF sending confirmation email messages?
- How does a registrant edit their registration?
- How do I turn OFF registrant editing?
- How do I allow duplicate email addresses?
- How do I include the registrant's Guest Count in the total registrant count?
- How do I hide the Add New Registrant button?
- How do I change the name of the Add New Registrant button?
- How do I turn OFF the Registration page password prompt?
- How do I manage the "Not Attending" registrant status?
- How do I set the maximum number of registrants allowed?
- How do I set up an event level waitlist?
- How do I customize the Confirmation page (Thank you for registering)
- How do I customize the Submit Registration button?
- How do I hide the "Not Attending" button?
- Notify me when someone registers
- Notify my cell phone with registrant counts
HELP! My Registration page is broken!
- My About You section is not visible
- One or more of my questions are not visible
- One or more of my sessions are not visible
- One or more of my sales items are not visible
- My Registrant Type URL does not display my static pages
- Registrants can't pay with a credit card
- All of my About You fields, Questions, Sessions, Sales Items have disappeared from my registration page
- When registrants go to my registration page, they are asked for a password
Capture Registrant Information
- How do I change existing registrant information capture fields?
- What is the Secondary Email Address field used for?
- How do I add registrant information capture fields?
- How do I change the visibility of a registrant information field?
- How do I change the required-ness of a registrant information field?
- How do I turn on field visibility for Group Registration and Registration Types?
Add Questions
- Where do I access the Questionnaire Wizard?
- How do I add questions to my registration page?
- How do I change the display order of questions on the registration page?
- How do I categorize questions?
- How do I set up Conditional Questions?
- How do I set up Conditional Sessions/Sales Items?
- How do I set up a Waiver question?
- How do I install a "kill switch" to prevent an unqualified registrant from registering?
- How do I require a File Upload (example: Resume)?
- Show me some example Questions
Add Sessions (Workshops, Breakouts)
- How to Organize Sessions
- How do I decide how to Group my Sessions?
- How to Add Groups and Sessions
- How to define a Session
- How do I change the display order of session groups?
- How do I change the display order of sessions?
- How do I set a maximum number or minimum number of session selections WITHIN ONE GROUP?
- How do I set a maximum number or minimum number of session selections ACROSS ALL GROUPS?
- Requiring attendance at a session? DON'T DO THIS!
- How do I manage session registrants?
- Where is the Session Attendance Manager tool?
- How to check-in Session Attendees
- How to manually check-in Session Attendees
- How to scan to a .CSV file of Session Attendees
- How to scan Session Attendees online?
- How to scan Session Attendees remotely
Add Sales Items (Tickets)
- How will you accept payment?
- Where is the Sales Wizard?
- How do I prepare for selling tickets?
- Ticket types
- How do I add a Group of Tickets?
- How do I add Tickets?
- How do I change the display order of Groups (Sales Wizard)?
- How do I change the display order of Sales Items? (Sales Wizard)?
- How do I set up Group Discounts?
- How do I set up Automatic Discounts?
- How do I set up Discount Codes?
- How do I set up Partial Payments?
- How do I set up Methods of Payment?
- Payment Gateway: AUTHORIZE.net
- Payment Gateway: Stripe.com
- Payment Gateway: PayPal
- How do I copy my PayPal settings to a new event?
Emails: Contact Lists, Invitations, Reminders
- How do I Create a Contact List for sending Invitations?
- How Do I Create an Invitation?
- How do I Send an Invitation?
- How do I send invitations to a specific Registrant Type?
- How do I customize the Event Waitlist Invitation?
- How do I create an email message?
- Where is the Email Wizard?
- How do I send an email message?
- How do I Send a Reminder to Attend?
- How do I Create and Send an Invoice?
- How do I modify the Email Confirmation message?
- How do I send a message to a selected list of recipients? (1 or many)
- How do I add registrant information to a message?
- How do I add an attachment to an email message?
- How do I insert file links into confirmation email messages?
- How do I insert a file link into an email message?
- My email messages and invitations do not arrive
- What do I do if I'm on a Black List?
- What do I do if I have an SPF issue?
- What do I do if messages are going to SPAM?
- What do I do if the registrant submits an erroneous email address?
- Email Readers Compatibility [What works where]
- 100 Spam Trigger Words & Phrases To Avoid
Mobile App
- Where do I turn on the Mobile App?
- How do I set up the Mobile App?
- How do I manually send my event's Mobile App URL?
Links - How do I insert them?
- How do I insert a link to a file into a question, session, web page?
- How do I insert a file link into a WYSIWYG editor?
Advanced Registration
- Advanced Tools
- How do I make my event Invitation-Only?
- How do I create and send an Invitation-Only invitation?
- How do I use the Registrant Status?
- How do I use Partial Registrations?
Add Registrant Types
- How can I use Registrant Types?
- How do I set up Registrant Types?
- How do I test my Registrant Type displays?
- How do I send an invitation to a specific Registrant Type?
Group Registration Setup
- Groups and Tables
- What is Group Registration?
- Where do I access group registration?
- How do I turn on Group Registration WITH Group Codes?
- How do I turn on Group Registration WITHOUT Group Codes?
- How do I set up my Group Registration prompts?
- How do I see where the Landing Page prompts display?
- The Group Leader's role
- How do I customize the About You fields for Groups?
- How do I set up a Group Discount?
- How do I manage group registrants?
- How do I enter registration instructions for registrants?
- How do I turn on the Group Leader Nav Panel and Group Leader Dashboard?
- How do I use the Group Leader Dashboard?
Banquet Table Wizard
- Where do I access the Table Wizard?
- How do I turn on Banquet Tables?
- How do I set up Tables?
- How do I set up Table Types?
- How do I set up my Banquet Table prompts?
- How do I see where the Landing Page prompts display?
- How do I manage table registrants?
- How do I assign registrants to tables?
- How do I create a field to hold my Table Numbers/Names?
- How do I create a question to hold my Table Numbers/Names?
- How do I move a column in the Registrant List?
- How do I sort a column in the Registrant List?
- How do I add an empty table?
- How do I add and remove table registrants?
- How do I change the Table Captain?
- How do I record a Credit Card payment for a table?
- How do I record a non-Credit Card payment for a table?
- How do I delete a table?
The Registrant List (Manage your Registrants)
- What is the Registrant List?
- Where is the Registrant List located?
- How do I search for a registrant?
- How do I sort and move Registrant List columns?
- How do I Bulk Edit registrants?
- How do I Bulk Delete registrants?
- How do I download registrant data?
- How do I view deleted registrants?
- What actions can I perform on a registrant?
- What is a Registrant Set?
Pre-set Reports
- What are Pre-set Reports?
- Where do I access the Pre-set Reports?
- Pre-set Questionnaire Report
- Pre-set Session Reports
- Pre-set Sales Reports
- Pre-set Post-Event Survey Reports
Custom Reports
- Where do I access Custom Reports?
- How do I create custom reports?
- How do I create a simple custom report?
- How do I add a report Filter?
- How do I share a report with a 3rd party?
- How do I create an icon on my Windows desktop for my shared report?
- How do I include a "Who's Attending?" link on my registration website?
Accomodation Manager
- Where do I access the Accommodations tool?
- How do I set up Hotel Room Blocks?
- How do I turn OFF the Priceline search?
Past Event Lookup
- Where do I access the Past Event Lookup tool?
- How do I set up a Past Event Lookup based on Username & Password?
- How do I set up an Automatic Past Event Lookup based on a Username only?
File Cabinet Wizard
- Which tool do I use to access the File Cabinet Wizard?
- How do I upload files into the File Cabinet?
FAQ
- Are you PCI Compliant?
- Are you US/EU Safe Harbor Compliant?
Event Check-in Options
- Event check-in options [INFOGRAPHIC]
- EVENT Check-in Options
- How to check-in Event Attendees
- How to manually check-in Event Attendees
- How to scan to a .CSV file of Event Attendees
- How to scan Event Attendees online
- How to scan Event Attendees remotely
On-site Kiosk Manager
- Why Should I Check-in Event Attendees?
- Where is the Kiosk Mode tool?
- Where is the Event Attendance Manager tool?
- Setting up Kiosk Mode? [Planning and Testing]
- How do I set up Kiosk Mode?
- 2 Kiosk Mode Examples
- How do I send barcodes?
- How do I send check-in procedures?
- Cheat Sheets for Training Kiosk Operators
- Kiosk Mode attendant training document (Search by Name)
- Kiosk Mode attendant training document (Scan Barcode)
- Kiosk Mode attendant training document (Make a Payment - Cashier)
Scanner Apps [Barcode and QR code]
- Scan Apps & Scan Guns - Recommended List
- How to scan using an iPhone - .CSV file export
- How to scan using an Android smartphone - .CSV file export
Event Revenue Streams
- What are possible revenue streams for my event?
- How do I set up Lead Retrieval options?
- How do I add Sponsor Logos to my event pages?
- How do I set up Raffle items?
- How do I add images to a sales item?
- How do I set up the Prize Drawing tool?
- Where is the Prize Drawing Tool?
- Where is the Custom Rows Wizard?
- Where is the Lead Retrieval Wizard?
Post-Event Tools
- How do I enter registrants AFTER my event has concluded? (Registering walk-ins)
Post-Event Surveys
- How do I create a Post-Event Survey?
- How do I set up a matrix of questions?
- How do I send a Post-Event Survey?
- How do I see the results of my Post-Event Survey?
- Where is the Post-Event Survey tool?
- Where are the Post-Event Survey Reports?