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Event Registration

Note: If you've made the leap to Widgets, check out Event Widgets to get started.

Creating an Event Registration

Create the event in the Platform; see Creating Your Big Event for tips. If you want to use an External URL for registration, use the External Registration URL field in the Event Setup.

Take a sneak peak of the event before sharing it with others. One way to do this is to set the Event's Visibility Level to 5-Hidden: URL Required and then view the signup using the direct URL. You can use two different types of URLs:
  • Hidden URLs: Use the Event Signup snippet with the Event ID.
  • Public URLs: Replace the Event ID for the signup page; for example: https://ministryplatform.com/portal/event_signup.aspx?id=<event_id>

If needed, submit the event for approval. Once complete, you can direct potential registrants to the Event Calendar or provide them a direct link to the appropriate event on the Event Calendar.

User Walk-Through

Once an individual clicks Sign Up:
  1. The individual is required to provide the attendee's First Name and Last Name. Either Email OR Phone is required (even though both have a red asterisk). Address information is not required in this step.
    Note: It is not possible to change the required information or the text for the field titles in this section.
  2. If the individual logs in, they have the option to pre-fill the contact info fields with the info of anyone in their Household.
    • It is not possible to configure the way the names appear in the drop-down or which fields auto-populate. Also, if a user logs in, chooses a pre-fill option and overwrites the pre-filled values, this will not update a person's Contact record. Rather, it will be recorded on the Notes field of the Event Participant record. To change the information that pre-fills, a user needs to make a change on their My User Account page.
    • If the Household has a Home Phone, the home phone will appear for the Attendee's Phone Number. If the Home Phone is null, however, each individual's Mobile Phone will display from their Contact record.
      Note: You can require registrants to log in before they sign up for your event by setting Force Login to Yes on the Event record.
  3. If you associated a Custom Form with your Event, the individual will complete the necessary Custom Form information. Note that custom forms are required per registrant, not per transaction.
  4. What happens next depends on whether the Event is free or requires payment:
    • Free Events: so long as nothing else is in the individual's cart, clicking Next finishes the registration process and a confirmation page is displayed. From the confirmation page, the individual has the option to Add Another Person.
    • Payment-Required Events: clicking Next takes the individual to the Transaction Summary page, which allows you to Add Another Person or simply move on to Complete Transaction and provide payment information.

Managing Registration

As people register for events on the Portal, registrant information is logged in the Platform. Check out Managing Big Event Registrations for information on managing registrations in the Platform.

If needed, a SPoC can set up a process to email someone each time someone registers for an event.

Variations on URLs

Guide the user to a specific part of your registration or require login by adjusting the URL.
  • Base URL: All links will start with <your_domain>/portal

    EX: https://www.ministryplatform.com/portal

  • Require Login: Prepend the Event Detail portion of your link with /login.aspx?ReturnUrl=

    EX: https://www.ministryplatform.com/portal/login.aspx?ReturnURL=event_detail.aspx?id=<event_id>

  • Event Details: Append your link with /event_detail.aspx?id=<event_id>

    EX: https://www.ministryplatform.com/portal/event_detail.aspx?id=<event_id>

  • Registration (Bypass Details): Append your link with /event_signup.aspx?id=<event_id>

    EX: https://www.ministryplatform.com/portal/event_signup.aspx?id=<event_id>