Note: The following guide is for our legacy registration flows (detailed and quick registration). For the role registration process please see our guides:
- Adding friends during role registration
- How to add or edit registrants after registration (instructions for fundraisers)
A registrant is able to register additional participants during the registration process (for detailed reg) and after (for detailed and quick registration).
Update Step 2 of the Detailed Registration form
Updating the default language of the registration options (Step 2 in Detailed Registration) may help indicate to registrants that they can register other fundraisers and attendees.
Via the Admin Panel, navigate to Campaign Settings then Campaign Dictionary and make the following edits.
Dictionary Entry | Default Text | Suggested Replacement |
Page Text - Registration Page (Full) - Registration CreateTeam Description | Show your team spirit! Sign up your family friends, co-workers, etc. to join your fundraising efforts". | You can keep this the same or replace with your own language by replacing the text in the Campaign Dictionary. |
Page Text - Registration Page (Full) - Registration CreateTeam Title | Create Team | Create a Team or Register Additional Participants |
This is what the Registrant will see:
Once the user selects "Create a Team or Register Additional Participants" and enters their team or family name, the registrant will be taken to the following page:
As an administrator, you also can modify the "Add More Fundraisers" text through the following Campaign Dictionary entry:
Dictionary Entry | Default Text | Suggested Replacement |
Global - Member Term #2 (used in attendee context) | Add More Fundraisers (Fundraisers is the text that will be updated) | Add More Participants |
Page Text - Registration Page (Full) - Fundraising Tools Label | Fundraising Tools | Email Address Required |
If the registrant wants someone to be a Fundraiser, meaning the new Fundraiser will have their own fundraising page and log in, an email address will be required. Therefore, the toggle switch next to "Email Address Required" should be moved to YES (see image below). However, If the registrant does not the additional registrant(s) to be a fundraiser because they are a child and/or the original registrant will be managing the account, then an email address is not required. Therefore, the toggle switch next to "Email Address Required" should be moved to NO.
Adding registrants via the Fundraiser Dashboard
Another area where a registrant can register additional participants is through their Dashboard. This can be found within the RSVP task. If you are using Quick Registration this is great because you'll likely ask this question anyway. If you are using Detailed Registration you will want to make sure RSVP is turned on.
Under Campaign Settings you will want to enable these options:
- Show RSVP pop-up after "Detailed Registration" - Because RSVP is answered within Detailed Registration you will have to select to turn this feature on.
- RSVP task never gets crossed out - This is helpful to show the fundraiser they can always register additional participants. It also draws attention to this feature so they know they can register additional participants from this view
- Require members to RSVP - The RSVP question is answered in detailed registration. This is a way of guaranteeing it is asked in quick registration.
HQ Tasks:
- Select RSVP under HQ Tasks. This will show up on their progress bar on the right-hand side.
- Select RSVP under HQ Start-Up Guide if you want to ask your fundraiser to register additional participants immediately after registration.
Campaign Dictionary for RSVP Task
Dictionary Entry | Default Text | Suggested Replacement (Quick) | Suggested Replacement (Detailed) |
Page Text - Headquarters - Progress List - RSVP | RSVP for {{Org_Campaign.Name}} | RSVP for {{Org_Campaign.Name}} and Register Additional Participants | Register Additional Participants |
Page Text - Headquarters - RSVP Popup Window - Button Text for Adding Another RSVP Member | Add RSVP (Dictionary states See Site for Current Definition) |
Register Additional Participant | Register Additional Participant |
Page Text - Headquarters - RSVP Popup Window - Button Text for Submiting | RSVP Now (Dictionary states See Site for Current Definition) |
Register Now | Register Now |
Page Text - Headquarters - RSVP Popup Window - Text for Summary When Subtotal is FREE | |||
Page Text - Headquarters - RSVP Popup Window - Thank You Message After RSVPing | Thanks! Your RSVP is complete. | Thanks! Your Registration is Complete! | Thanks! Your additional registrants have been confirmed. |