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  1. Terminologia

CONREGO Terminology

The abstract is a summary of a book or an academic paper that contains basic information about the subject of study and a list of keywords separated with commas. Read the full definition of an abstract at https://en.wikipedia.org/wiki/Abstract_(summary).

A one-dimensional code (in the form of vertical bars) of much smaller data capacity than a QR code. In CONREGO, every attendee is assigned not only their own QR code but also a barcode. QR code readers can read barcodes but barcode readers cannot read QR codes.

A checkbox is a square button. If the square box contains a v mark, it means that the option described next to it is enabled.

Example:

Winter Spring Summer Autumn

A form field tag is a string of characters contained within square brackets [ ] that calls the value of one of the registration form fields (usually from the first step of registration).

Example:
You want to place the attendee data in the summary of the registration so that they can verify if the data are correct. For instance, these data are: name, surname, company, position, e-mail address, and phone number. The tags you want to use to call these values will contain the ID of the field and its label separated by a hash #, which results in:
[rf02#name] [rf03#surname] [rf06#company] [rf07#position] [rf04#e-mail_address] [rf05#phone_number]

This will cause the page or message to display:
John Doe CONREGO coder support@conrego.com +48733666922

It does not look very good. What you would have to do to make it look better is:

Name: [rf02#name]
Surname: [rf03#surname]
Company: [rf06#company]
Position: [rf07#position]
E-mail: [rf04#e-mail_address]
Phone number: [rf05#phone_number]

However, some form fields may be optional. In this example, if an attendee left the Phone number field empty, they would later see a pointless label Phone number:. Such redundancies look sloppy but we can use a modifier to get rid of them. The most commonly used modifier is |withlabel. It includes a condition that:

  • displays or hides the entire line depending on whether the field holds any value,
  • adds a label in the language version of the registration,
  • adds a <br />tag at the end of the line generated by the tag.

With this modifier, the code will look like this (all in one line):
[rf02#name|withlabel] [rf03#surname|withlabel] [rf06#company|withlabel] [rf07#position|withlabel] [rf04#e-mail_address|withlabel] [rf05#phone_number|withlabel]

...and generate the content (assuming the attendee has not entered company name and their position):

Name: John
Surname: Doe
E-mail address: support@conrego.com
Phone number: +48733666922

A group of records is a set of registrations or surveys generated at a certain point in time, saved under a unique name, containing records valid at the time it is created.

Example: If we created a group of all registrations satisfying the condition that the status is not paid and save it as "NOT PAID May 20" today, then tomorrow (even though some registrations now have changed from "not paid" to "paid") this group will contain the same set of records.

The mechanism is described in detail in the help panel of the Reports: Attendees section.

HTML tags, a.k.a. markers, are used in advanced formatting of content of website pages and e-mails. HTML tags are contained within angle brackets - <> and may include attributes that modify it. Most tags need to be closed with a closing tag with the same name but with a slash / before it. Do not place attributes in closing tags even if the opening tag has them. Most tags have the following structure:
<tag-name attribute="value">content</tag-name>.

An example of a working tag:

<span style="color:blue;">This text is blue</span>

will generate the content:
This text is blue

A PDF attachment tag is a string of characters contained within square brackets [ ] that causes the system to attach one of the files created with the use of the PDF Creator module to the e-mail. First, the system generates the file for that particular attendee (you can use other variable tags to prepare the PDF file - the attachment is personalized on the fly) and then attaches that file to a registration confirmation messages, confirmations of transactions, or Mailings.

A two-dimensional code (in the form of a square) with a capacity to store up to 984 UTF-8 characters. In CONREGO, every attendee is assigned a QR code that can be used at the reception desk and at access control checkpoints. QR codes may also contain website links (e.g. an event programme subpage). Attendees can scan these codes with their smartphones or tablets with a right application.

A radio button is a selection button - if you select one of the options from a group, the other options will be automatically deselected. The selected option is marked with a black dot.

Example:

Winter Spring Summer Autumn

There are two types of registration codes:

  • Attendee code Is a string of characters that is automatically assigned to every registration. These codes do not contain the characters l,I,1,|,0,O i and are only composed of capital letters and numbers. You can also assign these codes manually by either importing registrations from an XLS file (with a column that contains these codes) or by simply changing the attendee's code on the attendee's sheet accessed in the Reports: Attendees section. This may serve to unlock the attendee's registration only under certain conditions. This code is the base of QR code and can be called with the [invicode] tag.
  • Type of participation code unlocks the registration as selected participation types configured in the Registration Form section (you can add type of participation codes there as well).

You can choose which codes you want to employ in the Registration Codes tab. Configure content related to these codes (e.g. a message displayed when an attendee uses an invalid code) in the same tab.

An example use of the registration codes:
Imagine you want to send invitations to 2000 attendees but some of them are to register for free and others will have to pay. Using the Attendee code mechanism, you can create two XLS files to import. One will contain free participation attendees and the other will contain paid participation attendees.

  • you can place your own codes in the imported XLS file or let the system generate them,
  • select correct type of participation for each imperted XLS file (when importing),
  • place a link with the href="domain/welcome/invite/[invicode]" parameter in the invitation mailing (alternatively, you can use a plain [invitation_link] tag but you will be unable to customize the displayed text of the link),
  • hide the participation type field in the registration form (NOTICE: use conrego.css file to do this),
  • invitations will let attendees open the registration form (optionally filled in with some information) but will not allow them to change their type of participation.

A select field is a dropdown list that allows you to pick one option. While entering available values, you should also add a default value - it will be selected before any other selection is made (usually "- select -").

Example:

Each registration has a status assigned to it. These statuses quite precisely describe the state of each registration. As they can be configured in the application, the list below describes the default settings of statuses.

  • Started - this status means that the attendee started the registration but (accidentally or purposefully) has not completed it. This status is assigned to all registrations that have completed the first step of the process. Depending on system configuration, this means that the registration was interrupted either at the stage of agenda, accomodation booking, or summary. Thanks to the data gathered by the system, the organizer can contact such attendee to provide support.
    By default, registrations with this status do not take up spots in facilities and accomodation sites. It is also possible to use this registration's e-mail address to register again.
  • Completed - this is the final status for a properly completed free registration. If the attendee has completed the registration, they also received the confirmation message.
    By default, this status does take up spots in facilities and accomodation sites. It is not possible to use this registration's e-mail address to register again.
  • Not paid - this is the final status for:
    - properly completed paid registration, assuming that the attendee selected to pay via regular bank transfer,
    - properly completed paid registration, assuming that the attendee selected one of online payment methods but the transaction has not properly completed or is still awaiting authorization.
    If the status is "not paid", then the attendee has received a confirmation message (with a proforma invoice if the option is enabled).
    By default, this status does take up spots in facilities and accomodation sites. It is not possible to use this registration's e-mail address to register again.
  • Paid - this is a final status of properly completed paid registration, assuming that the attendee selected one of online payment methods and the transaction has finalized. This status can also be assigned manually by the system operator.
    By default, this status does take up spots in facilities and accomodation sites. It is not possible to use this registration's e-mail address to register again.
  • Cancelled - status assigned by the system operator to registrations made by the attendees who have given up their participation.
    By default, registrations with this status do not take up spots in facilities and accomodation sites. It is also possible to use this registration's e-mail address to register again.
  • Abandoned - this status means that the attendee started the registration and purposefully interrupted it by clicking another tab in the website navigation bar, which caused the session cookies to expire. We can assume this is an intentional action because before it occurs, the attendee is prompted to confirm this action.
    By default, registrations with this status do not take up spots in facilities and accomodation sites. It is also possible to use this registration's e-mail address to register again.
  • Pending - this is a temporary status assigned by the system operator to registrations of hesitant attendees or attendees who await the organizer's decision as to their participation.
    By default, this status does take up spots in facilities and accomodation sites. It is not possible to use this registration's e-mail address to register again.
  • Imported - this is a temporary status assigned to registrations imported from an XLS file.
    By default, this status does take up spots in facilities and accomodation sites. It is not possible to use this registration's e-mail address to register again.

A survey field tag is a string of characters contained within square brackets [ ] that calls the value of one of the survey form field.
They function the same as form field tags.

A system tag is a string of characters contained within square brackets [ ] that calls values related to the attendee's registration.
System tags can be added from the panel available when editing:

  • registration summary and confirmation,
  • registration confirmation message,
  • Mailings,
  • thank-you page in the Surveys module,
  • messages sent by the Surveys module,
  • PDF document template created with the use of the PDF Creator.

System tags available in CONREGO include:

  • [registration_number] - displays the registration number assigned when the registration process is completed,
  • [registration_agenda] - displays a table listing the agenda events selected by the attendee,
  • [registration_hotel] - displays a table containing information about accomodation booked by the attendee,
  • [registration_total_price] - displays the total cost of the attendee's registration (based on the settings of the agenda, accomodation booking, and the price list),
  • [qrcode] - displays the QR code assigned to the attendee's registration,
  • [barcode] - displays the barcode assigned to the attendee's registration,
  • [mailhead] - displays the message header configured in the Branding section.
  • [repaylink] - displays a link to the payment that lets the attendee go to the payment gateway in the case their first payment was not successful.

A textarea is a type of form field that lets you enter more text than a regular text field. It may be used to gather academic paper abstracts, remarks, etc.

Example:

Event organizers often need to divide the attendees into categories. This division occurs when different groups of attendees are to be offered different conditions of participation. In the registration process, we call such groups types of participation.

Example: you plan to invithe three groups of attendees: regular attendees (500 EUR), members of the organization (250 EUR), and journalists (who register for free). For such event, it is best to create three types of participation to:

  • assign different rates to each type of participation,
  • hide the invoice data section in the registration form for the journalists,
  • hide the field "Press pass ID" for regular attendees and members of the organization - this field should only be visible to journalists to authorize their passes.

Types of participation can be configured in the Form: Types of participation tab.

CONREGO uses these basic data fields in different modules. These unique data types include:

  • Participation type,
  • Name,
  • Surname,
  • E-mail,
  • Telephone number,
  • Payment method,
  • Password,
  • Discount code,
  • Currency.

Different modules call these fields in different situations, for example to build the table in the Reports: Attendees section. If you add a new field to hold the attendee's name, it should be a "Name" type of data field, not a text field.

 

 

 

 

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