Abila Fundraising Online. Event Registration Guide

Transcription

1 Abila Fundraising Online

2 2014 Abila, Inc. and its affiliated entities. All rights reserved. Abila, the Abila logos, and the Abila product and service names mentioned herein are registered trademarks or trademarks of Abila, Inc. or its affiliated entities. All other trademarks are the property of their respective owners.

3 Contents Introducing Resources iv iv Navigating Within Top Navigation Bar Tab Navigation Campaign Level Form Level v v v v vi Chapter 1: Creating a Basic Event Registration Campaign 1 Chapter 2: Creating a New Registration Form 3 Chapter 3: Editing a Registration Form 5 Editing the Form Display 5 Editing the Registration Details 6 Editing the Registration Type 8 Editing a Registration Question 9 Editing the Contact Profile Section 10 Editing the Additional Questions Section 10 Editing the Payment Details 11 Editing the On-Screen Confirmation 11 Security Message Form Footer 13 Initial Receipt 13 iii

4 Introducing is a flexible fundraising and event management connected service that allows nonprofit organizations of all sizes to more effectively use the internet to increase giving, participation, and overall support through online donations and registrations. Nonprofits can deploy quickly to help them maximize their existing marketing strategy and programs. The service is easy-to-use and works with almost any website, software platform, or content publishing system, so organizations get the most out of their existing technology, while achieving stronger fundraising results. This help system includes the following documentation to assist you in accomplishing your daily tasks: Procedures Provides step-by-step instructions to easily perform some common tasks in the system. FAQs Provides frequently asked questions and their answers. Resources Use these options to access Customer Support and other resources. Support Knowledgebase Click the link to access the online Support Knowledgebase. Abila Nonprofit Community Click the link to interact with other users to share solutions and ideas. Customer Support. Online Create a support case online at Abila Support. A support analyst will respond during normal business hours. Phone Call Customer Support at or Hours Our support center is open M-F from 7 a.m. to 6 p.m. CT, excluding holidays. Support for system outages is available after normal business hours until 11 p.m. CT. iv

5 Navigating Within The navigation for starts at the top of your screen. Top Navigation Bar The top right shows the organization name and the user name with the option to log out. The Search box allows you to search for specific submission records. Tab Navigation The next level of navigation contains tabs for Campaign Management, Data Management, Library. and Organization. Just below those four tabs, there is another set of tabs that are dynamic and change depending on which of the tabs listed above are active. So, for instance, if you are on the Campaign Management tab, the tabs below will pertain to campaign management. the Data Management, Library and Organization tabs have their own respective set of related tabs underneath. Help is accessed on the right side of this bar. Campaign Level v

6 Navigating Within When you are on the Campaign Management Tab, and you are working on a specific campaign, the name of the campaign is listed below the Campaign Management Tab. Now, the tabs below all pertain to that campaign. This is referred to as Campaign Level. Form Level When working on a specific form for a campaign, the name of the form appears next to the campaign name on the navigation bar. Now, the tabs below pertain to the form you are working on. This is referred to as Form Level. vi

7 Chapter 1: Creating a Basic Event Registration Campaign Access the Campaign Wizard using Campaign Management>Overview>New Campaign. On the overview tab, click the New Campaign button in the left side navigation pane to start the Campaign Wizard tool. Once you provide answers to a set of questions about your campaign, the wizard will create campaign forms, widgets, and settings to get you started. Select Basic Even Registration as the New Campaign type and answer the questions to create a registration campaign. To create a Basic Event Registration Campaign, use the following steps: 1. Choose the type of campaign from the list. 2. Select the type of event: Running Race, Running Relay, Tournament, Gala/Dinner/Party, or Other. 3. Select participant type: a. As Individuals Only, go to step 5. b. As a Group Only, proceed to step 3. c. Both Individuals and Groups, select whether groups will require a set number of participants. If Yes, go to step 3. If No, go to step 4. 1

8 Chapter 1: Creating a Basic Event Registration Campaign 4. Select whether groups will require a set number of participants. If Yes, enter how many participants are required. 5. Select whether to publish a list of registered participants on your website. If Yes, select what else you would like the list to display: Nothing Else, Their location, What They Registered For, Both Location & Registration. 6. Add a unique name for this campaign for your on-screen lists and reports. 7. Add a title for this campaign that will be used in communications to participants. 8. Provide a unique code for this campaign to be used in embeddable code snippets for forms and widgets. Note: The code snippet may only contain letters, numbers, and hyphens. 9. Click Create Campaign. 2

9 Chapter 2: Creating a New Registration Form Access this form using Campaign Management>Overview>New Registration Form. Creating a new registration Form allows you to set the default label, unique ID, payment options, display format, donations, relay features, and registration types. To create a New Registration form, use the following steps: 1. Enter the Default Label, which appears at the top of the hosted website and as a default in certain messages. 2. Enter the Unique ID for this form. This ID must be unique within this campaign. Note: Unique ID may only contain letters, numbers, and hyphens.it must start with a letter or digit and contain no spaces. 3. Select a Payment Option. 4. Select the Display Format. Note: If you want multiple registrants to sign up using the same form, you must use the multi-page display format. 5. Select whether to accept Donations. 6. Select whether to turn on Relay Features. 3

10 Chapter 2: Creating a New Registration Form 7. Click the Add icon to add registration types. 8. Click Save. 4

11 Chapter 3: Editing a Registration Form Access this tab using Campaign Management>(Select a Donation or Registration Form) >Form Details. The Form Display tab allows you to set the display format or use your own stylesheet to customize the look of your form. Editing the Form Display To edit the form display, use the following steps: 1. Select Edit to access the Edit Form Display window. 2. Select the Display Format. When you select a Display Format, a description of that format appears on the right side of the window. Note: We recommend using a 1 or 2 column format while designing your form. This makes testing the form easier and can be changed later. 5

12 Chapter 3: Editing a Registration Form 3. Select whether to Show Tally (registration form only): a. Select Yes to show a running total of the registration cost. If you have multiple items to choose during the registration, this lets the registrant see their total each time the add an item to the registration. b. Select No to show the total only when the registrant submits the form. If you only have a single registration fee, you can choose No, since the registration cost and total cost are the same. No is the default value. 4. Click to set Field Label Position. Note: Setting a very narrow width, or placing a form into a very narrow column, may reflow the form, causing labels to relocate, so that the form fits in the space. 5. Optionally, you can set the following form display attributes: a. Enter the form Width (in pixels). Normally, you will not need to change the form width, but you can do so if needed. b. Enter full URL for your Custom Stylesheet in this field to enable custom styling. Note: This is an advanced feature, and you should know about cascading stylesheets (CSS) and HTML before you attempt to use this feature. Placing a stylesheet URL in this field lets you apply custom styles to the form. When the form snippet is shared, the form will have the same styles wherever it is placed. You must enter a complete URL, including 6. Select whether to include Sharing Links: Displayed or Hidden. 7. Enter a Submit Label if the submit button should say something other than Submit. 8. Click Save. Editing the Registration Details To edit registration form details, use the following steps: Access this form using Campaign Management> Registration Details.Management>(Select a Registration Form)>Registration Types. 6

13 Editing the Registration Details 1. Enter an Internal Name. The name will appear only inside the control panel and in reports. Note: For easy reference, the Internal Name should be descriptive of the form. 2. Enter a Header. The header appears at the top of the form and can include text, images, video, or other html content. 3. Enter the Hosted Page address. 4. Enter a Default Label. This appears at the top of the hosted website and as a default in certain messages. 5. Enter a Reporting Code, if applicable. 6. Select a Language: English, Spanish, or other beta selections. 7. Select a Gateway from the drop-down if your organization uses more than one gateway. 8. Click Save. 7

14 Chapter 3: Editing a Registration Form Editing the Registration Type Access this form using Campaign Management>(Select a Registration form)>registration Types. To edit registration types, use the following steps: 1. Enter a Label for this registration type. 2. Enter a Registrant Limit. When this limit is reached, this registration type becomes unavailable regardless of other settings. 3. Select the Available On date. This is the date that this registration type becomes available. 4. Select the Removed On date. This is the date this registration type is no longer available. 5. Enter a Reporting Code. The reporting code does not show on the form, but can be accessed through reporting. It can be used for fulfillment codes for donation premiums. 6. Select whether you want this to be the Default Choice for registration type. 7. Enter a Description for this registration type. 8. Add Fees that will change Over Time or By Quantity of registrants. Click Add Fee and enter the dollar amount and an end date (Over Time) or number of registrants (By Quantity) to charge a specified fee until a certain time or until a certain number of participants is reached. 8

15 Editing a Registration Question Editing a Registration Question To edit a Registration Question, use the following steps: 1. Enter a Label for this registration question. 2. Click to select a registration Question Format. 3. Select a registration Choice Format. 4. Select an option for Unavailable Choices. 5. Select a Default: None or Reg Type. 6. Select a Pricing option. 7. Optionally, click Yes to Override Registration Types. If you click Yes, you must enter a Remote URL for Registration Types. Important! This is an advanced feature. You should only override the registration types if you are certain that you are able to create and maintain the custom types on your own web site. The URL specified must submit fully formed registration type prompts. These are not validated by, and your site is responsible for web server availability as well as the content of the prompts. 9

16 Chapter 3: Editing a Registration Form Editing the Contact Profile Section You can reorder or remove questions from the Contact Profile section for this form. You can also change the name of the Contact Profile section for this form. In addition, you can add a local question to this section, which will only be available on this form. 1. Click Edit on the header bar to rename this section. 2. Click Reorder and a screen will appear listing the fields that can be rearranged. 3. Click Add Global to add a predefined question. Choose from the list provided. 4. Click Add Local, to add a question just for this form. Editing the Additional Questions Section You can edit, reorder, or remove questions from the Additional Questions Section for this form. You can also add global or local question in this section, which will add a question to all forms in this campaign or to add to this form only. 1. Click Edit on the header bar to rename this section. 2. Click Reorder, then drag-and-drop the questions to rearrange them. 3. Click Add Global to add a predefined question available to all forms. Choose from the list provided. 4. Click Add Local, to add a question just for this form. 10

17 Editing the Payment Details Editing the Payment Details Use this form to edit contact information parameters and CVV Code requirement.you can also add questions to the form from predefined global and local questions. To edit the Payment Details section, use the following steps: 1. Enter a Label for this section of the form. 2. Click to choose the contact information required when entering Payment Information. 3. Click to choose whether the CVV Code is required or optional. 4. Click Save. Editing the On-Screen Confirmation To edit on-screen messages, use the following steps: Access this form using Campaign Management>(Select a Donation or Registration form)>confirmation Messages. 11

18 Chapter 3: Editing a Registration Form 1. Click Edit, located to the right of the On Screen Message heading. 2. Enter a Heading. 3. Enter an On Screen Message. This message displays when users complete donation or registration forms. 4. Click Save. Security Message Access this tab using Campaign Management>(Select a Donation or Registration Form)>Form Details. To edit the security message, use the following steps: 1. Click to Display Security Message. Selecting Yes will display a Learn More link at the bottom of the form. Note: The link will only appear when the form is loaded on a page with a non https URL. 2. Enter Custom Security Message text. This text appears when the 'Learn More' link at the bottom of the form is clicked. 3. Click Save. 12

19 Form Footer Form Footer Access this tab using Campaign Management>(Select a Donation or Registration Form)>Form Details. To edit the form footer, use the following steps: 1. Enter Footer Text to display at the bottom of the form for all pages. You can also use this text box to include links and images. 2. Click Save. Initial Receipt Access this form using Campaign Management>(Select a Donation or Registration form)>confirmation Messages. 13

20 Chapter 3: Editing a Registration Form To edit initial receipt options, use the following steps: To edit On Screen Messages, use the following steps: 1. Enter the From Name. 2. Enter the From Address. 3. Enter the Title. 4. Enter the Subject. 5. Click Yes to Show Barcode. 6. Enter Body text. This text appears above the transaction summary in s that users receive. 7. Enter Footer text. This text appears in the footer of s. It is often used for legal disclaimers, copyright, or contact information. 14