Don’t have a time to read our FAQ? Take a look at some basics on creating events:
- How to set event & registration dates?
- How to create a registration form?
- Graphic header and embedded form
- How to enable online payments?
- What does it do and how to enable task automation?
- How to use discount codes?
- What is it used for and how to set a global ticket limit?
How to set event & registration dates?
When designing the Konfeo system we decided, that for each event there are two major date sets:
- starting/completion date and time of the event (available in Event settings);
- registration starting/completion date and time (available in Groups / Fees).
There is one condition – registration must end before the end of the event, which means that the system allows to register attendees during the event.
For each new event there is – by default – available group of attendees called “Attendee” (Groups / Fees). The settings for this group determine the start date and the end date for the registration. You can change all parameters of this group including those dates (remember the condition mentioned above).
You can add any number of additional groups of attendees (eg. Early Bird, Late Registration) or additional types of fees (eg. Normal Ticket, Student Ticket). In each of these Groups / Fees start and end date of registration may be different.
How to create a registration form?
The most important element of Konfeo is the registration form (Form menu), which consists of two types of fields:
- system fields – these are automatically added to the form, there is no way to remove them or change their order;
- user fields – you can add / edit them, or change their order at any time.
You can add any number of custom fields and you have the following types available:
- textfield: a small text box where the registrant can enter a small amount of text;
- textarea: a large text box where the registrant can enter any number of text;
- single-selection checklist: drop down list from which the registrant can select only one option;
- radio button: a list of options from which the registrant can select only one;
- checkbox: you can add as many fields as you wish, which will allow the registrant to make many different choices (often used to mark, for example, permission to use personal data);
- any kind of text without limitation of length: allows you to insert an additional description in the form.
Graphic header and embedded form
How to add a graphic header to the registration page?
This option is available in the Event settings menu and the Registration page tab. We put there some hints for making a good-looking graphic. See how it can look like:
How to place the registration form on your own website?
Instead of using the system registration page (created by Konfeo) you can place a registration form on your website. Just go to the Form menu and then the Integration tab. Copy the code and paste it on your webpage. That’s all!
How to enable online payments?
The basic feature of the Konfeo system is the possibility of using online payments for collecting payments from your attendees.
If you have an account with PayPal, this will take you a sec to activate it. Just enter your PayPal e-mail (while setting up a new event or in Event settings menu) and you can instantly accept payments online.
By deciding to use online payments you will save your time and use 100% of the system’s capabilities.
What does it do and how to enable task automation?
Imagine the organization of a paid seminar or training course for 150 people. You intend to open registration for 3 months and finish 1 week before the event. You know from experience that attendees tends to register early and pay at the last minute. You also know that there are not enough seats in the hall. You don’t want the undecided guests to take seats instead of those, who really want to take part in the event.
Sure, you can check the list every day and verify who didn’t pay. Sure, you can manually send them payment reminders (from your mailbox) or cancel the registration of the most “stubborn” attendees. Only… do you have the time and the health? Surely after some time you will not know what you sent and to whom.
The solution is quite simple – just set up automatic tasks performed by the system:
- payment reminder – set the time after the registration (if not paid) to send the attendee a reminder, eg. 48 hours;
- registration cancellation – set the time after the registration (if not paid) to cancel the attendee registration, eg. 96 hours.
In the above example, the attendee – if not paid – will receive a payment reminder after 2 days (48 hours from the time of registration). If payment is not made within the next 2 days (96 hours from the time of registration), the system automatically cancels his registration.
This option is available in the Automation menu and works phenomenally with online payments enabled.
How to use discount codes?
In addition to the usual function of discount codes, you can also use them to measure the effectiveness of different sales channels or advertising campaigns.
Let’s say you use social media (eg. Facebook) and Google search engine for you advertising campaigns. Both of these media offer very advanced methods for analyzing Internet behavior, click statistics, comparison of ad performance, etc … but none of them answers to the simple question: how many customers did you actually converted?
Konfeo can answer that question easily. Just set different discount codes for Facebook and Google campaigns. The same mechanism can be used to measure the effectiveness of customer acquisition by other sales channels.
Customers like discounts and will certainly use them to help you determine where they came from. No additional statistics will be needed.
You can create any number of discount codes with different parameters (quota or percentage discount, validity, usage limit) and calculate the training price based on the discounts applied.
This feature is available in the Discount codes menu.
What is it used for and how to set a global ticket limit?
Imagine an organization of training course with two types of fees: standard without discount and student discount. There are only 100 seats in the hall. You can’t predict how many students will take part in the training, and you don’t want to limit the number of places available to them:
- setting a limit of 100 people separately for each group will not work, because there is a risk that a total of 200 people will be registered;
- setting a rigid limit (eg. 60 for standard and 40 for students ticket) may result in a half-empty room.
In this case, the best option is to remove the limits above and setting Global ticket limit only (for 100 people). This feature will “ensure” that the indicated number of seats is not exceeded, regardless of the distribution of attendees. Once the limit is reached, the registration will be closed.
This feature is available in the Event settings menu.