Feature List
Registration and Payment Features

  • Form types may include but are not limited to:
    • Event Registrations
    • Conference Registrations
    • Training / Seminar Registrations
    • Fundraiser / Charity Event Registrations
    • Volunteer Registrations
    • Memberships
    • Subscriptions
    • Donation / Contributions
    • Surveys / Questionnaires


  • Registration types include:
    • Individual Registration
    • Group Registration
    • Customized Registration Tracks
      • Member/Non-Member
      • Sponsor/VIP/Speaker
      • Break-Out/Session Registration
      • Multi-Event Registration


  • Registration Profiling:
    • Question Types
      • Open Text Box
      • Open Text Box with Assigned Dollar Value
      • Open Text Box for Quantity Tied to a Dollar Value
      • Open Text Area
      • Drop-Down List Box
      • Radio Buttons
      • Check Box Answer Selection
    • Question Features
      • Hint Text (italicized font to provide additional information)
      • Help Text (mouse over question mark to provide additional information)
      • Mandatory/Optional Setting
      • Rule Formatting for Discount Code/Membership Number etc.
    • Registration Dependencies
      • Questions Can be Assigned to Other Questions
      • Question Answers Can be Assigned to Other Questions
      • Question Answers Can be Assigned to Other Question Answers
      • Registration Flow Can be Based on Answers to Questions or Questions Independently


  • Registration Confirmation:
    • Customizable On-Screen Confirmation
    • Customizable Email Confirmation
    • Customized Confirmation Retrieval
    • Includes Bar-Code with Registration Details


  • Fee Collection:
    • Fees Can be Assigned to Any Question or Question Answer
    • Fees Can have Unlimited Change Dates
    • Discounts Can be Applied to Specific Criteria or to the Entire Registration Form
    • Discounts Can have Unlimited Change Dates
    • Payments Can be Securely Made by Credit Card (V/MC/AMEX etc.) or Check/Invoice
    • Registrants Can Process Multiple Registrations in a Single Transaction (shopping cart flow)


  • Payment Processing:
    • Real-Time Processing and Reporting
    • Payment Reconciliation Integrated into Data Reporting
    • Credit Card Statement Branding
    • Electronic Funds Transfer on Daily or Monthly Basis
    • Check Pay Option on Monthly Basis



Reporting and Administrator Functionality

  • Registrant Reports:
    • Registrant Summary – Real-Time, Web Based Alpha List (tied to Confirmation Code and Email Address. Contains core demographic data; name, address, date of registration etc.)
    • Demographic Summary –Real-Time, Web Based Reports Itemizing Registration Data by:
      • Date
      • Day of Week
      • City
      • State
      • Country
      • Age (if applicable)
      • Gender (if applicable)
    • Question Answer Summary – Real-Time, Web Based Roll-Up of All Answer Selections (for defined answer selections, open quantity questions and open value questions)
    • Find/Edit & Refund/Reverse Registrations – Real-Time Search and Edit Tool
    • Download Registrations – Ad-Hoc Report Generation in Aggregate, Between Dates or from Last Download
      • Complete Control Over Data Filtering
      • Complete Control Over Data Coding
      • Pre-Designed Report Outputs (field order, column width, sorts etc.)
      • Populates .CSV File for Easy Transfer to Other Applications (attendee rosters etc.)


  • Accounting Reports
    • Revenue Reports by Fee Type
    • Revenue Ledger by Day
    • Revenue Download (.CSV file) on Aggregate
    • Roll-Up Reporting by Form
    • Roll-Up Reporting by Account


  • Hierarchy of Access for Reporting (multiple user logins with various access privileges)
  • Form Copy Tools
  • Real-Time Form Editing
    • Edit Form Settings (contact details, dates, location)
    • Add/Edit Information (form information, confirmation information)
    • Add/Edit Questions
    • Add/Edit Question Answers
    • Add/Edit Fees, Fee Change Dates
    • Add/Edit Custom Logo
    • Add/Edit Custom Colors, Fonts
  • Create Web Pages
    • Upload images (gif, .jpeg, .pdf or .png) for display on a separate web page or in your online Form
    • Import data files (.csv) to display on a web page. Useful for searchable results, accommodations lists, etc.
Broadcast Emails
  • Basic Broadcast Email
    • Create and send text emails to one or multiple Form registrants
  • Advanced Email tools - Constant Contact
    • Manage Permission Based Contact Lists
    • Publish Newsletters
    • Easily Add Colors, Logos or Images to Highlight Your Brand
    • Multiple Templates Provided
    • Customize Your Own Template (either from scratch or from a previously used format)
    • Templates Detect How Recipient Wants to Receive Email (all sent in HTML but a plain text version is also created in case recipient cannot view HTML)
    • Reporting System Tracks Every Link Included in Email
    • Automatically Manages Bounces and Unsubscribes
    • Includes a Tool for Building Lists from Your Website
Housing within the Online Form
  • Create Dependent Questions to Profile Housing Needs
    • Arrival Date
    • Departure Date
    • Hotel Options (if multiple properties used)
    • Room Selection
    • Roommate (if applicable)
  • Create Custom Reports to Share with Hotel or Housing Manager
  • Manage Inventories through Question Answer Summary Report
  • Manage Roommate Selections through Custom Download and Sort Functions
Housing through FormPart Sharing
  • Create a Housing Form with all Specific Details
  • Integrate (share) Selection Questions with Registration Form
  • Multiple Room Blocks Can be Managed through One Form Sharing Details Across Multiple Registration Forms


System Security
  • 128 bit RSA Secure Socket Layer Encryption
  • Private Leased Banking Connection (payments are not processed through the Internet)
  • Independent Daily Audit for Over 3,000 Security Checks by Hacker Safe (www.hackersafe.com)
  • Secure and Redundant Database and Web Servers
  • Regular System Back-Ups


Support
  • Web and Email
    • 6:00 AM CST through 7:00 PM CST M-F
    • 9:00 AM CST through 5:00 PM CST Weekends
    • 4 Hour Response Time during business hours, 12 hours evenings and weekends
  • Phone
    • 8:00 AM CST through 6:00 PM CST M-F
  • Account Management
    • Dedicated Account Liaison
    • 9:00 AM CST through 5:00 PM CST Weekends
    • Pre-Post Event Coordination