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Agenda Display Options (Registration Form)

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Agenda Display Options (Registration Form)

(Event) > Plan > Forms > (form) > Agenda > Agenda Display Options

Jump to: || Introduction ||
|| Personal Agenda: ||  Headers  ||  Display Formats  || Settings  ||  Add to Calendar ||
|| Agenda Search:  ||  Headers  || Search  ||
|| Agenda Guest List:  ||  Headers  ||Display Formats  ||  Settings  ||

Introduction

Here you configure options that affect three special types of Agenda section:

  • Personal Agenda – Determine how the attendee's personal agenda, with their selected agenda items, looks on the Agenda, Verify/Edit, and Confirmation sections.

  • Agenda Search – Enable attendees to filter a list of agenda items, making it easier to find what they're looking for

  • Agenda Guest List – Enable primary registrants to assign reserved agenda items to their guests.

These can include Scheduled items, Fees and Discounts, Merchandise, and Other items.

[Play] icon Video: Agenda Display Options (2 min)

Note about Personal Agenda & Agenda Search

If used, Agenda Search and Personal Agenda are always used together, along with an Agenda section to display the search results. 

Best Practice: Include all three sections on the same page, in this order:

  1. Agenda Search - allows the registrant to search for agenda items.
  2. Agenda section - displays the results of the search, and allows the registrant to add items to their Personal Agenda.
  3. Personal Agenda - displays agenda items that have been added, and allows items to be removed.

Thinking of this as the "Agenda Sandwich" may help you remember it. 

Personal Agenda

Note: The configuration of this section on the event's primary form determines how its displayed when included in an email template or a display rule.

Note: Cancelled agenda items are not displayed in the Personal Agenda section.

Personal Agenda Headers

As for most form pages, enter the text to appear at the top of the section.

All may include HTML tags; or you can click the </> icon in the lower right corner of the text box, to edit the text in an HTML editor.

  • Text Above Header – Displayed above the header bar, at the top of the section.
    No default (so nothing is displayed unless you add text).

  • Header Text – Displayed in the header bar (in a contrasting color).
    Default: "Personal Agenda".

  • Text Below Header – Displayed directly below the header.
    No default (so nothing is displayed unless you add text).

Personal Agenda Display Formats

Select the formats for these items when displayed on a Personal Agenda:

  • Date Format – Select the format to use for the dates of agenda items.

  • Time Format – Select the format to use for the times of agenda items.

  • Show End Time –If selected, the end times of agenda items will be shown. (The Start Time is always shown.)

  • Currency Format – Select the numeric format for agenda items with fees

  • Currency Symbol – The symbol to be shown before fees for Agenda items. Examples: $, £, or €

Personal Agenda Settings

  • Agenda Type(s) – Select the standard and custom Types of Scheduled Agenda Items to use in the Personal Agenda.

You can choose to display up to six fields for each agenda item.
The default fields are:

1: Name
2: Time
3:
4, 5, 6: [none].

  • The available fields are:

    • Date – Start date of the agenda item.

    • Description – Agenda item's description.

    • Location – Location of the agenda item, if defined.

    • Name – Name of the agenda item.

    • Label – The label shown online for the agenda item.

    • Price – Fee associated with agenda item.

    • Quantity – Quantity selected.

    • Time – Start time of the agenda item; you can optionally display the end date.

    • Agenda Status – Status of the agenda item.

    • Agenda Notes – The "Planner Notes" about the agenda item, if any.

    • Add to Calendar – When included, the Personal Agenda section on the Verify and Confirmation form sections will display an "Add to Calendar" link.
      • The registrant clicks that to launch an .ics file.
      • That adds the agenda item they registered for to their calendar.
      Note: Each  agenda item will have its own "Add to Calendar" link.
      • See Add to Calendar below for how to configure the appointment settings.

  • Group By Date? – If selected, agenda items will be grouped by Date, and you can select the font class to be used to display them.

  • Order By - Select up to four fields by which to order the agenda items.
    For each one, choose the sort order: Ascending (A-Z) or Descending (Z-A).

  • Allow registrant to select Agenda Items with overlapping times. -
    If your form has multiple Agenda Sections on one page in the Form, then select this check box for  all of them if you want to allow a registrant to select agenda items with overlapping times from any section on that page.

Personal Agenda Add to Calendar

Complete these details if Add to Calendar is selected above.

Note: Your administrator sets the 'Add to Calendar' display options at the account level on Account Settings> Management > Add to Calendar. These determine which calendars are included, and ther label;s (if any) displayed with their logos: Apple Calendar, Google Calendar, etc.

 

  • Link Text – The text of the link that the attendee can click in order to add the agenda item to their calendar.Use or edit the default of "Add to calendar".

  • Calendar Icon – Click Browse to upload a custom icon from your computer, if you don't want to use the default Outlook icon.

  • Append – If required, select a dynamic data field to add to the Appointment Subject, Appointment Location, or Appointment Body field, and append it to the field by clicking the Subject, Location or Body button.

  • Appointment Subject – (Required). Default value = the <{Name}> dynamic data field; that is, the Agenda Item Name from Event Setup > Agenda.
    You can replace this, or add to it, by selecting another field; see Append, immediately above.
    You can also type any additional or replacement text.

  • Appointment Location – (Optional). Default value = the <{Location}> dynamic data field; that is, the Agenda Item Location (if any) from Event Setup > Agenda.
    You can replace this, or add to it, by selecting another field; see Select a Data Field, immediately above.
    You can also type any additional or replacement text.

  • Appointment Body –  Default value = the Agenda  <{Description}> dynamic data field; that is, the Agenda Item Description from Event Setup > Agenda.
    Add data field(s) to the calendar entry, by selecting another field; see Select a Data Field, immediately above.
    You can replace this, or add to it, by selecting another field; see Select a Data Field, immediately above.
    You can also type any additional or replacement text.

    <> – You can click <> (in the lower right corner) to open the HTML Editor. Use that to format the text of the Appointment Body.
    Caution: Do not use colors, images, css or smilies; they  will not be displayed. (This limitation is imposed by the .ICS file format.)
        Click Update Web Content to copy the HTML into the Appointment Body.

  • Reminder – Set a reminder in the calendar to which the appointment is added, by selecting the number of minutes, hours, days or weeks in advance of the start time that the reminder should occur. Default value = None.

The start date and time of the appointment are the session Start Time, with the Date/Time offset by the event time zone defined under Event Setup>Details, and then offset again based on the time zone of the registrant's computer. (Click here for examples of time zone effects.)

Highly recommended: test this feature before going live, to ensure that the proper date/time is added to attendees' calendars.

Agenda Search

Agenda Search Headers

As for most form pages, enter the text to appear at the top of the section.

All may include HTML tags; or you can click the </> icon in the lower right corner of the text box, to edit the text in an HTML editor, which opens in a separate pop-up window.

  • Text Above Header – Displayed above the header bar, at the top of the section.
    No default (so nothing is displayed unless you add text).

  • Header Text – Displayed in the header bar (in a contrasting color).
    Default: "Personal Agenda".

  • Text Below Header – Displayed directly below the header.
    No default (so nothing is displayed unless you add text).

Agenda Search

Enable attendees to filter a list of agenda items, so they can more easily find what they are looking for.

They can search using multiple filters – including Date, Track, Location, Group, and keyword.

  • Labels for Form Fields –

Define the labels for the form fields shown in the Agenda Search section.

Change or delete the default values where required.

Note: If you leave a field blank, it will not be included in the Agenda Search section.

  • Label for Select-List Options –

Accept or edit the default labels for the controls an attendee will use to filter and select agenda items,.

Examples: "Add to my Agenda" and "Remove From my Agenda".

  • Use the Rows Per Page field to control the maximum number of agenda items displayed on the page.

  • Select the Option to start with no results displayed check box if you want the search page to open with no results initially.

  • Edit the No Records Found Message field to configure the message that a registrant sees if no agenda items match their search criteria.

Agenda Guest List

An Agenda Guest List is available only if the sub-module is activated for the event in Plan > Configure > Options.

In the Guest section of a registration form, it enables a primary registrant to assign reserved agenda items to their guests.

Agenda Guest List Headers

As for most form pages, enter the text to appear at the top of the section.

All may include HTML tags; or you can click the </> icon in the lower right corner of the text box, to edit the text in an HTML editor, which opens in a separate pop-up window.

  • Text Above Header – Displayed above the header bar, at the top of the section.
    No default (so nothing is displayed unless you add text).

  • Header Text – Displayed in the header bar (in a contrasting color).
    Default: "Assign Agenda Items to Guest".

  • Text Below Header – Displayed directly below the header.
    No default (so nothing is displayed unless you add text).

Agenda Guest List Display Formats

Select the formats for these items when displayed on an Agenda Guest List:

  • Date Format – Select the format to use for the dates of agenda items.

  • Time Format – Select the format to use for the times of agenda items.

  • Display before # reserved – Text to be displayed before the number of items reserved.
    Default: "Reserved:"

  • Display before # available – Text to be displayed before the number of items still available.
    Default: "Reserved:"

Agenda Guest List Settings

  • Agenda Type(s) – Select the standard and custom Types of Scheduled Agenda Items to use in the Agenda Guest List.

You can choose to display up to three fields for each agenda item.
The default fields are:

1: Name
2: Location
3: Date

  • The available fields are:

    • Date – Start date of the agenda item.

    • Description – Agenda item's description.

    • Location – Location of the agenda item, if defined.

    • Name – Name of the agenda item.

    • Label – The label shown online for the agenda item.

    • Price – Fee associated with agenda item.

    • Quantity – Quantity selected.

    • Time – Start time of the agenda item; you can optionally display the end date.

    • Agenda Status – Status of the agenda item.

    • Agenda Notes – The "Planner Notes" about the agenda item, if any.

    • Add to Calendar – When included, the Personal Agenda section on the Verify and Confirmation form sections will display an "Add to Calendar" link.
      • The registrant clicks that to launch an .ics file.
      • That adds the agenda item they registered for to their calendar.
      Note: Each  agenda item will have its own "Add to Calendar" link.
      • See Add to Calendar below for how to configure the appointment settings.

  • Group By Date? – If selected, agenda items will be grouped by Date, and you can select the font class to be used to display them.

  • Order By - Select up to four fields by which to order the agenda items.
    For each one, choose the sort order: Ascending (A-Z) or Descending (Z-A).

  • Assign Guest - The text to be shown as a link on the registrant's Personal Agenda section.
    They can click this link to open a wizard in which they can assign agenda items to other registrants.
    Note: There will one agenda item per wizard  step.
    Here's an example generic use case:

    • An organization has several chapters

    • Each chapter has an organizer

    • The organizer:

      • Registers their own students (for example, ten people)

      • Registers themself

      • Purchases multiple tickets to various agenda items
        (for example five tickets to each of four items)

      • Allocates those tickets to their students
        (for example, two tickets to each student,
        each one being for a different agenda item)

  • Assign Confirmation Message - The message shown when the registrant assigns items to other registrants.
    Default: "Successfully assigned the agenda items."

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