Event Registration Entry
Contents
Overview of EV10
The Event Registration Entry screen allows you to manually add new registrations to an event.
- From the DDI Connect main menu, double-click Event Registration
- Double-click Event Registration Entry. You will see this screen:
Adding a New Registration
To begin adding a new registration, click the New button on the toolbar. You will see this prompt:
Click the drop down arrow and select the event that you are adding the registration to. Click Create. You will now see this screen:
There are three tabs available on this screen.
Personal tab
The following fields are available on the Personal tab:
| Field | Description |
|---|---|
| Name PIN | If the constituent is already in your constituent database, you can type the Name PIN or click the search icon to locate the PIN |
| Prefix | If applicable, you can enter the prefix for this registration, or click the list icon to select from a list of available prefix codes in the system |
| First Name* | If you selected a name PIN from your database, this field will automatically be populated. If not, enter the first name of the registrant |
| M.I. | If you selected a name PIN from your database, this field will automatically be populated if it was entered on the constituent record. If not, enter the middle initial of the registrant |
| Last Name* | If you selected a name PIN from your database, this field will automatically be populated if it was entered on the constituent record. If not, enter the last name of the registrant |
| Nickname | If you selected a name PIN from your database, this field will automatically be populated if it was entered on the constituent record. If not, enter the nickname of the registrant, if applicable |
| Badge Name | If you are generating badges for the event, enter the name that should appear on the badge for this registrant |
| Country | The country field will default to the United States. If you wish to change it, click the Globe to select from a list of countries in the system |
| Address* | If you selected a name PIN from your database, this field will automatically be populated if it was entered on the constituent record. If not, enter the address of the registrant |
| ZIP* | If you selected a name PIN from your database, this field will automatically be populated if it was entered on the constituent record. If not, enter the ZIP code or click the list icon to select from a list of ZIP codes in the system |
| City* | If you selected a name PIN from your database, this field will automatically be populated if it was entered on the constituent record. If not, enter the city of the registrant |
| State | If you selected a name PIN from your database, this field will automatically be populated if it was entered on the constituent record. If not, enter the state of the registrant |
| Day Phone* | If you selected a name PIN from your database, this field will automatically be populated if it was entered on the constituent record. If not, enter the day phone # of the registrant |
| Evening Phone | If applicable, enter the evening phone # for the registrant |
| Address Type* | If you selected a name PIN from your database, this field will automatically be populated if it was entered on the constituent record. If not, enter the address type code for the address you have entered. You can also click the list icon to select from a list of active address type codes in the system |
| Home Email | If you selected a name PIN from your database, this field will automatically be populated if it was entered on the constituent record. If not, enter the home email address of the registrant |
| Work Email | If you selected a name PIN from your database, this field will automatically be populated if it was entered on the constituent record. If not, enter the work email address of the registrant |
| Age | If you selected a name PIN from your database, this field will automatically be populated if it was entered on the constituent record. If not, enter the age of the registrant |
| Gender | If you selected a name PIN from your database, this field will automatically be populated if it was entered on the constituent record. If not, enter the gender code (M or F) of the registrant |
| Ethnicity | If you selected a name PIN from your database, this field will automatically be populated if it was entered on the constituent record. If not, enter the ethnicity code of the registrant. You can also click the list icon to select from a list of active ethnicity codes in the system |
| Minister status | If you selected a name PIN from your database, this field will automatically be populated if it was entered on the constituent record. If not, enter the ministry status code of the registrant. You can also click the list icon to select from a list of active ministry status codes in the system |
| Church PIN | If the registrant is associated with a church, you can enter the church's PIN here or click the search icon to locate the constituent record for the PIN |
| Church Name | If you select a church PIN, this field will automatically populate with the Church Name |
| Church Region | If you select a church PIN, this field will automatically populate with the Church Region |
| Rel to Parent Reg | If you select a church PIN, this field will automatically populate with the relationship code of the registrant with regard to the church PIN |
| Comment | If desired, enter a comment on this registration. If you click the Full Size button, the Comment field will expand to full size. When you are finished, click OK to return to the Registration Entry screen |
| Apply Early Registration Discount | If applicable, you can opt to apply an early registration discount to this registration by selecting this field |
Fields marked with an asterisk (*) are required
Questions tab
When you click the Questions tab, you will see a screen similar to this one. Please note - the questions listed on this screen will be populated from the Event Questions you set up for this event:
Mark your selections for the questions, if known.
Refund tab
When you click the Refund tab, you will see this screen:
The following fields are available on this screen:
| Field | Description |
|---|---|
| Refund Amount | Enter the amount being refunded to the registrant |
| Check Number | Enter the check number of the refund, if applicable |
| Refund Date | Enter the date you wish to use. You can type it in mm/dd/yyyy format or click the calendar icon to select the date |
| Authorized By | Enter the name of the authorizing staff member, if applicable |
| Reason | Type the reason code or click the list icon to select from a list of active Refund Reason Codes in the system |
| Description | If applicable, enter a description of the refund or other notes to be attached to the refund |
When you have finished entering the information, click Save to proceed with adding the registration. You will now see a screen like this:
On this screen, you can add child registrations or process the payment.
Adding Child Registrations
To add a child registration to this registration, click the Add button on the toolbar. This will launch the Registration Entry screen:
Note that the screen displays the Parent Registration information at the top of the screen. The system also populates the address and church information, based on the parent registration's information. You have the ability to change any of the information displayed. When you have finished entering the information, click Save. Your Event Registration Entry screen will now look like this:
Processing Registration Payment
NOTE: In order to be able to process credit card payments, you must have a merchant account with a credit card processing company. If you'd like information on which processing firms other DDI clients utilize, please contact DDI Client Support.
To process a registration payment, click the Payment button on the toolbar. You will see this screen:
Click the Add button on the toolbar. The fields enable for data entry:
The fields that you see on this screen will depend on the payment type that you select. For example, if you select Credit Card, you will see the following fields:
Enter the information for the payment type that you have selected. When you have finished entering the information, click Save. The payment screen will now appear similar to this:
When you have finished entering payment information, click Exit to return to the Event Registration Entry screen.
Modifying an Existing Registration
To modify an existing registration, enter the Registration Number or click the search icon to launch the Event Registration Inquiry screen. When the registration launches:
Click the View button on the toolbar. This will launch the Entry screen:
Click the Edit button on the toolbar. The fields will enable for modification. Make your desired changes. When you have finished, click Save to retain your changes.
