Registration Builder

The Registration Builder provides a simplified method of creating a registration link. By choosing the desired programme details, the builder generates a link that can be copied and sent to users or added to a website. The feature is accessed from the Tools menu () via the link.   Note: This feature is available in Client Admin via the Custom menu option.

The sections on the page are:

• Link Builder
  This section is used to build the link and is divided into three parts. 
  
  • Workflow  — sets the type of URL you want.
    
    • Standard is the default registration type.
    • Kalendar shows links to the calendar (with the course list).
    • Rapid Registration shows direct links for rapid registration.
    • Website Widget shows the iFrame source link for the Courses Page, that will trigger Rapid Registrations (if the feature is enabled).
  • Course selection  — choose the options that determine into which course the link will register users. Depending on your selected workflow, some elements may be hidden.
  • User information  — optionally provide some basic pre-fill details for the recipient of the link (applicable only to the standard workflow).
• Course Details
  This section displays information on the occurrence (if chosen).
• Resulting Link
  The URL, updated as changes are made in the Link Builder section and the copy button.

Building a Registration Link

To build a link:

1. Select the Workflow for the type of URL you want. For this example, Standard is selected.
2. Select a Programme from the drop-down menu. This is mandatory for all workflows.
   Optionally, the link can be further customised:
   
   • Select the Occurrence from the list. The occurrence ID, start date and location are provided to help identify the right occurrence.
   • Select a Price type for the occurrence. This is only applicable to the standard workflow. If a price type is not chosen and there is more than one available, a choice will be given to the user. 
3. Referral Source — optionally select a referral source for the user. This will preselect the chosen option unless Hidden Referral Sources are enabled.
   NOTE: Referral Source will only be displayed if the Referral Source setting for the Confirm Step is enabled.
4. The Participant Details are applicable to standard links only.
   If the link is intended for a single participant only, and you already know some of their details, you can also enter any of the following:
   • Given Name for the participant's first name only (do not include middle names).
   • Surname for the participant's family name.
   • DOB for the participant's date of birth.

The link will be generating as you make changes. Once all the desired options have been set the link will be ready for copying and use elsewhere.

5. Click the copy button.

Paste the link into a document, email or other location for use. You can also paste the link into your browser's address bar to experience the eligibility form as a user for testing purposes.

NOTE: Be sure to always use the link as it is originally built. If you open the link in a browser, the address will change for security and privacy purposes. Other people will not be able to use a link copied from your browser address bar, even though it may continue to work for you for some time.