Custom Statuses

(Event) > Plan > Event Setup > Custom Statuses

Standard Statuses || Custom Statuses || Status Details

This page lists the custom registration statuses defined for the event. This may be a multi-page list.

Click one to see/edit its details, or click Add New to add a new one.

Either action opens the Registration Status Details section described below.

The registration status tracks the progress of a single registration through the registration process. An event can have any number of custom registration statuses in addition to the 11 standard statuses. See the details below for each custom registration status.

 Video: Adding and Editing Custom Statuses (1 minute)

Standard (Default) Registration Statuses

The 11 standard (default) registration statuses are listed below.

But note: if the account has the Show Default Statuses option cleared on Account Settings > Implementation > Security, then none of these default statuses are available for use in events – only the custom statuses you set up here would be available for use on forms, for assigning directly to registrations, etc.

*Note: "No-show" status is classified "Accepted". Any resulting agenda item fees, for example, are not canceled unless explicitly canceled for a registrant, or the planner executes a cancellation mass action

Custom Registration Statuses

Custom registration statuses enable you to develop a registration process that meets your specific needs.

For example, a series of status levels for speakers might be:

• Need photo and resume

• Need photo

• Need abstract

• Pre-registered

When a speaker registers online, you can set the system (in Form > Setup > Assign Reg Status) to assign the status of Speaker registrations to "Need photo and abstract".

When that registrant later sends in her photo, then you change her status to "Need Abstract". And once she sends in her Abstract, then you change her status to "Pre-registered".

Doing this, you can use the standard report "All Registrations By Status" on the Event Dashboard to instantly track how many speakers have registered and how many still need to provide you with materials. You can then select these groups of attendees and send them email reminder messages with 2 more clicks.

Registration Status Details

When adding a new status, or editing an existing one, complete the following fields.

• Name – (Required) A unique name for the custom status. 

• Sort Order – (Required) A whole number between 0 and 255; determines the display order of the status relative to others for the event. 
  Note: A sort order less than 100 means the status appears above the standard registration statuses;
          a sort order greater than 110 means the status appears below the standard ones.

• Custom Status Group – Select a status group, if required.
  This is used to group statuses in any drop-down lists in which you select a registration status (such as when assigning a status to a registration..
  Custom statuses in no group are listed under Custom Statuses in such a list.

• Add a new group – Enter the name of a new Custom Status Group, if required. The status will be in that group when saved, and the group will be in the Custom Status Group drop-down list for use with other statuses.

• Description – An optional more detailed description of the custom status than provided in the Name.

• Tags – If any  Management Tags" data-loaded="true" style="display: inline; font-family: Lato, Verdana, Arial, Verdana, Verdana, Verdana, Verdana, Verdana, Verdana, Verdana, sans-serif; font-size: 10pt; color: rgb(22, 7, 255); text-decoration: underline;"Tags have been set up for the account (and assigned to the "Registration Statuses" object) by your Administrator, you can select one or more here.
  Note: The field is not shown if not such tags have been set up.
  
  For example, for digital events you may assign a 'Registered' tag for use in triggering flows in Certain Digital. See Digital Events: Overview.

  Technical Note: All tags are exposed via Certain's API 2.0. The APIs associated with the objects will return the associated tags if you include an includeList=tags attribute.

  Note about Standard Reg Statuses:
  An adminstrator can apply tags to any of the standard registration statuses listed above. See Account Settings > Management > Registration Statuses.

• Registrations with this status count as:
  Select one of the following four options to specify how Certain should treat registrations in this status:

• Accepted – Registration counts against all inventory and order limits, if it also has no balance due or the appropriate setting is selected in the event-setup.

• Pending – Awaiting approval by planner. (Counts against inventory limits.)

• Cancelled – Registration was accepted, then later cancelled. (Subject to cancellation fees.)

• Denied – Registration was never registered, but will not be able to attend the event – whether by choice of the attendee or the planner.

Registration Status Logic Rules

Click the Advanced button (on left side of button bar at bottom of page) to open a pop-up window in which you can add/edit logic rules for the selected custom status.

In that window, click Add New to add a new rule, or click a rule in  the list to edit it.

See the separate Registration Status Logic Rules help topic for details

Save

Click Save to create the new status; or click Save & New to create the status and immediately move on to creating another one.