Team nomination forms can be published for collecting team entries from seasonal/amateur clubs/teams using the Member Sign up process.
Technically, the process is exactly the same as setting up the Member Sign up form, however, team lodgement/team renewal type will be mandatory.
Registration Type/Product Details | This section will control various aspects of products you publish online. These products will be available for participant registration. |
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Name* | Will display as a dropdown list for prospective participant to select. Should be short & unique. |
Category | This helps to group products into four main sections for managerial purpose.
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Description | This is a longer description of the product, and will display underneath the product name on a signup form. |
Price * | Price of the product (must be inclusive of any tax specified). Enter prices in the same currency set up on your membership form. Changing the price after any products have been sold do not affect these previous sales. |
Class * | Select a product class from one of two main types:
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Number available | If you wish to track inventory for this product, enter the number of this type of product you currently have available. The system will decrease this number automatically as items are sold, and when the number reaches zero, the product will no longer be able to be selected on a membership form. You can change this number at any time (e.g. as more stock arrives). Leave the field blank if you have unlimited items or do not wish to track inventory. The available numbers will be displayed on the client's screen when they register. |
Available until | If you wish to have a cut-off date for sale of this product, enter the date here. The product will no longer be able to be selected on a membership form after this date. Leave the date blank if you do not wish to have a cut-off date. |
Active | Check the box to make the product active. Any products made inactive will not be able to be selected on a membership form (even if the form has previously been set up to include them). |
Subscription settings | |
Start/End date | These dates are for indicating the opening and expiry of registration period. Participant cannot lodge in a product beyond the Start and End date. |
Person Role * | A product must be linked to a person role. This means for new signups, the role is automatically created within the system for their person record. For example, a 'senior player' subscription can be linked to the 'PLAYER:SENIOR' role. |
Registration settings | |
Discount fields | |
General discount | Enter a discount amount in the relevant currency. This amount will display as a discount and be deducted from the total. |
Early discount | Enter a discount amount in the relevant currency. This amount will display as a discount and be deducted from the total up until the date entered in the Early Discount Cutoff Date field. |
To save your changes, click the Update button.
*Required field.
General Settings | ||
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Form Type | Choose Team Lodgement type out of 3 available options:
Team Lodgement and Team Renewal type will enable you to connect the form with corresponding Team nomination forms. | |
Corresponding Team Nomination Form | Select the appropriate team nomination forms you want the new participant lodgement to fall under. This is the only item that differentiates the Team nomination - participant from normal member signup configuration. | |
Title * | This displays at the top of the public form (that is the form that is accessed by the user/visitor/member) just underneath the name of the current organisation. | |
Top Description | Enter a HTML description that will appear on the product selection page, at the top (just under the title). Click the Edit HTML link to launch a HTML Editor. | |
Bottom Description | Enter a HTML description that will appear on the product selection page, at the bottom (under the product selection area). Click the Edit HTML link to launch a HTML Editor. | |
Status |
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Public Access URLs | Membership signup forms can be accessed either via the ResultsVault public site, or via a SportzVault web site. The links as shown here should be used to publicize your signup form - e.g. via a menu item or link from your website, or in a bulk email.
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Disclaimer | If you wish a disclaimer/terms and conditions page to display as part of the signup process, select it here. If selected, the user will have to check a box to signify they agree with these conditions. Select No Disclaimer if you do not wish to have a disclaimer page. To create and manage you disclaimer pages, click the Configuration...Disclaimers tab item within the main Membership Signup Configuration screen. | |
Contact Name | Enter a contact name for this form. This can either be an actual person, or the name of an organisation. This will display in a help link at the bottom of the public form that customers can click to contact for help or further information. Any confirmation emails sent to customers also are sent from this name. | |
Contact Email | Enter a contact email for this form. This address will be used in a help link at the bottom of the public form that customers can click to contact for help or further information. Any confirmation emails sent to customers also are sent from this address, and replies will come back to this address. | |
Payment Settings | ||
Payment Gateway | The payment gateway is displayed here. This can only be setup by technical support. Be default, a 'SIMULATED credit card' gateway is setup to simulate credit card payments. This can be used with any valid credit card number (eg 4111 1111 1111 1111) and an expiry date in the future. This gateway does not process any funds against the card itself. If the simulated gateway is enabled, the form cannot be put into ACTIVE mode, and must run in TEST MODE. This is to prevent actual customers signing up and no payments being processed. | |
Allow Offline Payment | Check the box if you also wish to enable 'offline' payment (ie where a customer needs to pay after the signup via a manual method such as mailing a cheque). If offline payment is selected, the customer will have access to print a form which can be printed and sent in. | |
Offline Payment Description | Enter a HTML description that will display to give the customer further information about offline payment (e.g. your address details, who to address cheques to etc). Click the Edit HTML link to launch a HTML Editor. | |
Currency format | Enter the currency symbol - eg $ | |
Tax Description | Enter a tax description if applicable - eg GST | |
Tax rate (%) | Enter a tax rate if applicable. Note, that all product prices specified must be inclusive of any tax (i.e the system does not add tax on to these prices). The tax collected is calculated in other reports. | |
Form Fields | ||
Form Fields | Select the fields you wish to display on the form. You must select First Name, Last Name and Email address as a minimum. All the standard person fields and any custom fields applicable for the current organisation are available for selection. You can order the fields by clicking the Move Up and Move Down buttons. the field. If you don't enter a display name, the field label will be that of the field itself. For example, by default, First Name will display, but this could be changed to (e.g) Christian Name. Check the Mandatory checkbox to make a field mandatory (i.e) must be supplied, uncheck the box to make optional. First Name, Last Name and Email address must be mandatory. Optionally enter a group name. Fields with the same group name will display together under a sub heading of the group name, followed by any fields that don't have a group name. Click the Update link when finished editing advanced field properties (Note - you still need to click the main Update button - see below). | |
Registration Type/Products | ||
Products | It is possible to select any number of the products you have set up for customers to choose on the signup form. In the 'radio buttons: user can choose one only' section, select the products you wish to display. The customer will only be able to choose one of these products. In the 'check boxes: user can choose any number' section, select the products you wish to display. The customer will be able to choose any number of these products. Products can only be selected in one of the sections - i.e it is not possible to select as both a 'radio' and 'checkbox' item. | |
Advanced Settings | ||
Advanced settings | Behavior options Manually approve all new registrants - Choose this if you wish all new registration pending for your manual approval and what has been completed on public screen Syndication options NO need to choose any of the below options as this form is automatically connected with corresponding team nomination process and entered team label will be recorded into the system. The available options are used for regular member sign up forms. Syndicate to Entity Teams - Choose this will show drop down list of available entity teams for register in the online form |
Hit Update to save configurations.
Back to Configuration screen, you can see preview link enabled for properly set up form. Click on Preview link will open the client registration screen so that you can actually register and test out whether it all works.
Below is the redirected screen when "New season team entry" is clicked upon:
New participants can then hit "Get Started" and proceed all registrations stages
Participant is then asked for entering their nominated Team name, grading preferences (ie. nomination categories) and Types of registrations (ie. registration products).
Congrats! The procedures are now ready for up and running!