Attendee
Where to find the Registration link?
To locate the Registration url to post on a website or send out via an email Click Dashboard Click the Attendee module On the screen you will see a URL link beside 'Front End Landing Page:', right-click with your mouse and copy the link NOTE: To add ...
Custom/Conditional Hotkeys
When creating standard email templates or mass emails to Attendees, it's sometimes necessary for some of the content to be shown based on what they've purchased. For example, registration confirmation emails for virtual attendees may contain ...
Steps to add the Admin/Read Only Registration Option
If an admin wants to add a registration option for an attendee and allow the attendee to go to the registration site and complete their registration without having the ability to edit this admin-added option they need to: Add the Registration value ...
Conditional Display If of Registration options based on a contact's Country
NOTE: This conditional display uses the Country field populated in the Contact Profile of the user to trigger the display or hide of a specific registration option on your registration form. Therefore, ensure your contact profile field for Country is ...
How to Edit / Extend the Deadline Date / Time on a Registration Form?
Click Dashboard Click Attendee Module Click Settings button Click Registration Setup in the horizontal menu Select Registration Fields Click the Edit button beside the Registration Category field that contains the pricing If you have a universal ...
How to test a Registration Form?
You will want to create a testing contact profile to use to test. If you attempt to test using an account that has admin access, then the rules on the form will not apply and will allow the admin to bypass the rule checking such as mandatory fields ...
Create/Edit Visa/Certificate of Attendance
Click Dashboard Click Attendee Module Click Settings Click Settings Dropdown and select Certificate/Letter Select Page Orientation Upload a Background Image if desired. The image should be 1030px by 770px the longer value will depend on your ...
How to change the Reply-To name that appears on system generated emails from the Attendee Module?
Click Dashboard Click Attendee module Click Settings In the Module Short Name field, update this text Scroll down, click the Update Settings button to save your changes.
How to block an attendee from changing their registration post-registration?
Click Dashboard Click Attendee Module Click Settings button Click Settings in the horizontal menu Select Payment Options Set Restrict Access After Payment field to: Fully Block Changes: User may not re-enter the shopping cart and must contact admin. ...
How to set the logout back to Registration Module login screen?
Click Dashboard Click Attendee Module Click Settings button In the Module Settings Screen, locate the field called 'Logout Back to Start' Click Yes = on logout will return user to the module login page Scroll down and Click Update button to apply ...
How to change my Registration Invoice Header, Footer or Email confirmations?
Click Dashboard Click Attendee Module Click Settings button Click Settings in the horizontal menu Select Payment Settings Scroll down and review and update the various sections to make revisions Customize the text, images, and formatting of the ...
How to change the Attendee Registration module email address?
Click Dashboard Click Attendee module Click Settings button In the Module Settings screen, locate the Contact Email field. NOTE: You may only list one email address in this field. If applicable, edit the Support Ticket Email field to list more than ...
Adding a Waitlist to your Registration Field and Waitlist Management
Please ensure this module has been turned on by an X-CD staff member before proceeding When a waitlist is configured on a field, the waitlist is considered to be enabled (i.e. configured), but is not activated. When the max count on a waitlist is ...
How to edit Contact Profile field attributes for the Registration Form?
Click Dashboard Click Attendee Module Click Settings button Click Contact Profile in the horizontal menu Click the Display / Required Settings to desired requirements for each field Click Save Changes Repeat steps 5 to 6 for each field. NOTE: ...
Advanced Registration Form
How to setup multiple screens for a Registration Form? If you have a lot of items on your Registration Form and want to break up content into smaller sections, you may do so by defining Registration Menus. Also, an advantage of multiple screens is to ...
Registration Form
How to create a Registration Form? Click Dashboard Click Attendee Module Click Settings Click Registration Setup Select Registration Fields Click + Add New Field button Select the Field Type Enter a label for Field Label Click Add Field If ...
Attendee Settings
How to open/close my Registration Site Click Dashboard Click Attendee Module In the System Status section of the window, click System Open toggle button Green = Open toggle button / Red = Closed toggle button. Anyone trying to access the registration ...
Attendee Overview
What does the Registration Breakdown show? Click Dashboard Click Attendee Module Note: The Overview screen will display with two graphics showing a summary of Registration and Financials. Registration Breakdown Total number of all registered ...
How to access Registration Breakdown
The Registration Breakdown will provide a quick viewable display or count of items on the Registration form. The count may be a summary of a field or a more detailed breakdown count of field options. To access the Registration Breakdown ...
How to tax exempt an Attendee Registration?
You cannot exempt someone in the X-CD system. The payment record cannot be in X-CD as it will look for taxes to be charged. We recommend collecting payment from this individual "offline" outside the X-CD system. To record the person's registration in ...
How to See If Our System Can Issue Refunds Through X-CD?
If you select Refund Payments from the Payments menu and the message appears: Your site is not enabled for Refunds. Refunding thru X-CD is currently only supported for those who are using Authorize.Net or Pay Pal or Moneris as their payment ...
Set Display Preferences on the Manage Attendees screen?
Click Dashboard Click Attendee module Click Manage button To define the number of rows displayed on the screen, update the 'Show X Entries' field Click the number to have the drop-down list and set the default number of rows to display e.g. Show '50' ...
How to Login as an Attendee?
Sometimes it is helpful for an administrator to login "as" an attendee, to see what they see, or perform tasks on behalf of the attendee. Click Dashboard Click Attendee module Find the attendee (using the manage grid, or quick find tools on the ...
How to manage Incomplete Registrations using the Complete Attendee Wizard
The complete Attendee Wizard automates interactions with ONLY incomplete attendees. You may create up to 3 steps. A common setup would be: Email the attendee a reminder Email the attendee another reminder Delete the attendee registration from the ...
How to make a registration option admin only?
In order to make an option only visible to admin and not to end-users, set the option to 'Hidden'. Click Dashboard Click Attendee module Click Settings button Click Registration Setup in the horizontal menu Select Registration Fields ...
How to add French (or other) language labels to a form?
Multi-language support is an add-on module that may be purchased in addition to the standard registration module. Contact sales@x-cd.com for more information. X-CD Registrations forms can support displaying the form in an alternate language To add ...
How to re-order menu screens?
Click Dashboard Click Attendee Module Click Settings button Click Registration Setup in the horizontal menu Select Registration Menu Place your cursor over the 3 horizontal bars that appear next to the menu screen you wish to re-order, then drag and ...
How to set a running count of items on a registration form?
Click Dashboard Click Attendee Module Click Settings button Click Registration Setup in the horizontal menu Select Registration Fields Click + Add New Field button (click Edit if an existing field and proceed to step 15) Select the Field Type Enter ...
How to set a maximum limit on an item on a registration form?
For example, you have an item for social tickets and you want to limit the total number of tickets to 200. The count takes effect when the item is selected on the registration form therefore those who have incomplete/unpaid/pending registrations are ...
How to setup a conditional Display If field based on option selected on a registration form?
For example, if a registrant is allowed to also register additional guests for a social event, you would want to be able to display certain fields based on how many in total appear on the registration form. If a registrant was bringing 1 guest, then ...
How to setup a conditional Display If field based on a registration type response?
Click Dashboard Click Attendee Module Click Settings Click Registration Setup in the horizontal menu Select Registration Fields Click the Edit button beside the field you wish to set up to display if a certain registration type is selected In the ...
How to set basic Display If logic on a option?
Click Dashboard Click Attendee module Click Settings button Click Registration Setup in the horizontal menu Select Registration Fields Click the Edit button beside the field you want to set as the 'Trigger' Click the Edit button for the specific ...
How to Setup and Edit multiple menu screens for a Registration Form?
If you have a lot of items on your Registration Form and want to break up content into smaller sections, you may do so by defining Registration Menus. Also, an advantage of multiple screens is to prevent a long screen form from an end user's ...
Where to start? Atendee Registration Checklist
The purpose of this article is to provide a series of steps in the process of preparing your registration site. This article is useful for beginners, but also for those who may need a refresher. Each of the below steps corresponds to one or more ...
Beginner's Guide: Preparing your Registration Site
The purpose of this article is to provide a series of steps in the process of preparing your registration site. This article is useful for beginners, but also for those who may need a refresher. Each of the below steps corresponds to one or more ...