Confirmation (Attendee Form) 

Accessed via: (Event) > Plan > Forms > (Form) > Confirm  

Jump to:  ||  Settings  ||  Adding to Calendar  ||  Select Confirmation  ||  Confirmation Text  ||  Confirmation Section Headers  || Social Media ||

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Use the options on this page to configure the confirmation page of a registration form.

Typically, the confirmation page is the last page of the form, shown to online registrants once they have completed the registration process.

A confirmation email can also be sent.

Note that the registrant's Attendee Type is shown on the Confirmation page as the Name of that attendee type, as set up on Plan > Event Setup > Attendee Types. If that attendee type has a different value for Display for Reg Form, that it is not used here. (That field is used only on the Attendee Types form section, where it's used instead of the Name.)

Section Header

• Text Above Header – Text shown above header bar at top of confirmation page. Typically instructions.
  Default: "Please print the confirmation below for your records."

• Header Text – Text shown on header bar at top of confirmation page.
  Default: "Registration Confirmation"

• Text Below Header – Text shown below the header bar. No default.

Click the </> icon below the Text Above Header or Text Below Header fields to open the HTML Editor for text editing/formatting.

Settings

• Send Email confirmations – If selected, email confirmations are sent to registrants when they complete the form.
  See Select Confirmation below for details of how the email is configured.

• Attach Itinerary PDF – If selected, a PDF is attached to the confirmation detailing the registrant's itinerary, as configured in Promote > Communication > Itinerary.
  
  If you do select Attach Itinerary PDF, additional check boxes (dependant on the modules enabled for the event) are displayed for you to select whether the itinerary should include Appointments, Agenda Items and/or Travel Flights.
  Note: Those selections override the default selections on the Itinerary Settings page (Promote > Communication > Itinerary).
  
  Note: If the option to Use Email Template for confirmation email is selected below, this setting is ignored, and an Itinerary PDF is sent if attached to the template on Promote > Communication > Email Templates.

• Show link to printable view – If selected, a link to a printable view is included on the confirmation page of the form.
  Fields added if check box selected:

• • Printable View – Use or edit the default link text, "Printable View".

  • Print page link – Use or edit the default link text, "Print page".

  • Close window link – Use or edit the default link text, "Close window".

• Show link to print badge – If selected, a link to print the name badge is included on the confirmation page of the form.
  Fields added if check box selected:

• • Print Badge – Use or edit the default link text, "Print Badge".

  • Select a Layout – Select the badge layout from the list of those configured on Manage > Badges.

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Adding to Calendar

• Show link to add to calendar – Select this check box to include an Add to Calendar link on the Confirmation page of the form, for the attendee to add the event to their calendar (such as in Outlook).
  
  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 the labels (if any) displayed with their logos: Apple Calendar, Google Calendar, etc.

Then complete the settings described next (from Link Text, to Reminder).

Note: Three of those seven settings—Link Text, Calendar Icon and Appointment Body—are not used only for that link.
When the form is the event's "primary form ", they are also used in Emails when the "Add to Calendar" dynamic field is included in the email template (Promote > Communication > Email Templates).

• Link Text – Use or edit the default link text: "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.

• Select a Data Field – If required, select a data field to add to the Appointment Subject or Appointment Location field, and append it to the field by clicking the Subject or Location button.

• Appointment Subject – (Required). Default value = the <{Event Name}> dynamic data field; that is, the Event Name from Event Setup > Details.
  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 Location – (Optional). Default value = the <{Location}> dynamic data field; that is, the Event Location from Event Setup > Details.
  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 – Add data field(s) to the calendar entry, by selecting from the list and clicking Append.
  The field is added to the Appointment Body text area, where you can also enter text directly.
  
  <> – 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.

When a registrant clicks the Add to calendar link, or the icon, on the confirmation page, they are prompted to open or download an .ics file, which is a universal calendar file format compatible with Outlook, Google Calendar and other calendars. The event date and time comes from Plan > Event Setup > Details, taking into account the Time Zone of the event set there. (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.

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• Display barcode – Select this check box to include a barcode on the Confirmation page of the form.
  (But see the Barcodes Tip below for the enhancement which is replacing this legacy feature.)
  The barcode is also included in the confirmation email if the option to Send Email confirmations is selected above, unless the option to Use Email Template for confirmation email is selected below.
  
  Fields added if check box selected:

• • Barcode Format – Select a 1D (Code 128) or 2D (PDF417) format.
    1D encodes one data field;
    2D encodes multiple data fields and/or additional information.

  • Background Color – Select the background color for the barcode. Default = White.

  • Bar Color – Select the color in which the bars are printed. Default = Black.

  • Field(s) to encode –
    For a 1D barcode, select one data field from the select box.
    For a 2D barcode, select multiple data fields from the select box, and click the Append button. Your selections are shown in the text area below. To encode additional information, enter text and special characters (~009 is Tab; ~013 is Return/Enter) directly in the text area.

  • Show text under barcode (will only appear in black) – If selected, the text corresponding to the encoded data field will be shown in black text under the barcode (for 1D barcodes only).

Select Confirmation

Select how the text of the confirmation is configured, by selecting one of these radio buttons:

• Use the event confirmation text – If the event only has one form, or the confirmation information for all attendees is similar, you may choose to use the default event-level confirmation text, which is configured in Plan > Event Setup> Default Confirmation. (You can click "click here to edit" to go to that page.)
  Note: If selected, then if Send Email confirmations is selected (above) this also determines the text of that email.

• Use form-specific confirmation text (below) – If the event has more than one form, and the registrants using the different forms need to receive different confirmations (e.g., in different languages, or with special text for VIPs, etc.), then you can use form-specific confirmation text, which you configure in the Confirmation Text section described next.
  Note: If selected, then if Send Email confirmations is selected (above) this also determines the text of that email.

• cc: – If required, enter an email address to receive a copy of each confirmation email that Certain generates and sends to attendees registering via this form.
  • If listing multiple emails, separate them with commas. 

• Use Email Template for confirmation email – If this option is selected, the text used on the confirmation page of the form is the Confirmation Text section described next, but the confirmation email is an email template configured in Promote > Communicate > Email Templates.
  That template can, for example, include Custom Blocks and Display Rules, enabling you to send personalized confirmation emails based on things such as attendee type.
  Select a template in the list.

Confirmation Text (this form only)

Use these options to customize the text shown on the Confirmation page of the form.

Available only if you select  Use form-specific confirmation text  or  Use Email Template for confirmation email  under Select Confirmation above.

If you have selected Send Email confirmations (under Settings), and Use form-specific confirmation text (under Select Confirmation), then this text is also used for the confirmation email.

Enter text with or without HTML tags, or click the </> icon below each field to use the HTML Editor.

• Append: – Select a dynamic data field from the drop-down list, and click the button for the location to add it to Subject, Header, Refund, or Footer.

 Barcodes TIP!   

To include a barcode in the confirmation:

1. 1. 1. Set up the barcode in Manage > Badges and Barcodes > Barcodes.

      2. On this page, click the spot in the Header at which to include the barcode.

      3. Click the Append drop-down list, and scroll down to the end.

      4. Select that barcode under Barcode Fields.

      5. Click the Header button to append the barcode.

(This feature will be replacing the legacy "Display Barcode" feature described above.)

• Subject – (Required) First line of confirmation.
  Default: "Registration confirmation for <{Event Name}>".

• Header – Text to appear at top of page.
  Default begins: "Dear <{First Name}> <{Last Name}>:"

• Cancellation Policy / Refund Policy – Details of policy concerning cancellations and refunds.

Tip:  This policy is shown only to registrants with charges.
- Not shown on the confirmation for no-fee events, nor to attendees who have no charges.
- To display a generic "Cancellation Policy" to all registrants, whether they have charges or not, add it to the confirmation's Footer .

• Privacy Policy – Details of (or link to) the privacy policy.

• Footer – Text to appear at end of page.
  Default: "<br /><br />Thank you for your registration."

Editing HTML:

Click the </> icon below the lower right corner of a text box to format text as HTML.

To append dynamic data fields in the HTML Editor, place your cursor in the location for the field, select the field from the drop-down list, and click Append.

Confirmation Section Headers

Use these fields to customize the text headers shown in each section of the confirmation page.

(Does not apply if you selected Use the event confirmation text under Select Confirmation above.)

The registrants' information will be displayed beneath each section header.

Note: If you leave a section header text field blank, deleting the default value, the corresponding registration information will not be included on the confirmation.

• Registrant Details – Default value = "Registrant Details".

• Attendee Type – Default value = "Attendee Type".

• Questions – Default value = "Additional Information".

• Agenda – Default value = "Personal Agenda".

• •  

• Payments – Default value = "Transaction Detail".

• Travel Requests –  Default value = "Travel Information". This section contains responses to custom travel questions.

• Accommodations – Default value = "Accommodations Request".

• Primary Reg – Default value = "Other Registrations on this Order".

• Travel Reservation –  Default value = "Travel Reservation". Edit to customize the header of this section to be included in the Email confirmation. Delete to remove the section from the confirmation. This section contains trip details. It is not possible to display this section in the registration form confirmation since this data is not collected in the form.
  Note: Does not apply if Use Email Template for confirmation email was selected under Select Confirmation, above.

• Flight Packages – Default value = Flight Packages".

• Additional Reg(s) –  Default value = "Registration Entered by".

• Appointment Preferences –  Default value = "Appointment Preferences".

• Sessions –  Default value = "My Sessions".

• Registration Groups –  Default value = "Registration Group".

Check boxes:

• Start a new table with each section – Select to add extra space between each section of the registration.

• Send in HTML Format – If selected, confirmation email will be sent in HTML format. If not, it will be sent in plain text format.
  Relevant only if Send Email confirmations is selected under Settings., above.
  Note: Has no effect if the option to Use Email Template for confirmation email is selected under Select Confirmation, above.

• Add a line break between sections – Select to enter extra space between each section of the registration.

Social Media

You can give attendees the option to "invite friends" to the event by entering their email addresses, and/or to promote it via social media

• Allow attendees to invite friends? – If selected, the attendee who's just registered has the option to invite people to the event by entering their email addresses.
  Invitees will receive an email with a link to a registration form and a personal message from the inviter.

• Label – The label for the check box the attendee selects to invite people.
  Default: "Invite Friends"
  (When the attendee selects that check box, two text boxes are added to the form: one for  the list of email addresses (separated by commas or semicolons), and one for a personal note to include in the emails.)

• Invitee Form – Select the registration form to be used for attendees invited via the Tell a Friend link. The emails sent will contain a link to this form.

• Create links to social media – Select YES to enable attendees who have just registered to promote the event to friends via social media.

• • Section Label – The heading of this section at the end the confirmation page of the form.
    Default: "Tell A Friend"

  • Section Text – The explanatory text of this section of the form.
    Default: "Now that you've registered, tell your friends by clicking on the icon(s) for your favorite social network(s)".

  • Facebook – if selected, the form includes an option for the attendee to join the Facebook event you specify, and invite  their Facebook friends to it.
    The attendee clicks the Facebook icon  on the form, to open that event on Facebook.

  • • Facebook Event ID – enter the Facebook ID for the event.
      Note: You need to have created the event on Facebook.

  • Twitter – select this check box to add an option for the attendee to tweet about the event.
    The attendee clicks the Twitter icon  on the form, to go to Twitter with the default text ready to tweet.

  • • Text for Event Tweet – enter the text to be tweeted about the event.
      Note: The attendee can edit the text before sending the tweet.