Registrant Selection - Register Someone Else Workflow

This step only displays for the Register Someone Else workflow. For the Register Myself workflow, the Primary Contact Information step displays instead.

After logging in, when a web user clicks Register Someone Else from the Meeting Detail page, he/she will be directed to the Registrant Selection step, as shown below. From there, web users can select either the Myself (see below) or Someone else (see below) radio button. The radio button they select will determine their next step in the meeting registration workflow. Once the web user completes the meeting registration workflow, he/she can click Register Someone Else to "loop" back through the meeting registration workflow. The Register Someone Else workflow will “loop” through each registrant, one at a time, until the web user finishes registering all desired individuals for the meeting.

For more information on the back office settings required to display the Registration Selection step in the meeting registration workflow, please see Configuring the Back Office Settings for the Registrant Selection Step. For information on how to set up the Meeting Registration control to display on the web, please see Configuring the Web Settings for the Meeting Registration Control.

In order for non-mangers to be able to purchase a meeting product for a group of individuals, the Allow Registrants to Register Others checkbox must be checked on the eBusiness Control screen in the back office. When checked, the Register Someone Else button displays on the Meeting Detail page and upon clicking this button, the web user will be taken to the Registrant Selection step.

The image and text are hard coded in the Meeting Registration control, as highlighted below. To change the image and/or text, navigate to the following location and modify this piece of code in the markup:
<p  class="workflow-note clearfix">
       <img  id="imgWorkflowNote"  src="~/images/group-registration-icon.png"  alt="Group Registration"  runat="server" />After you have completed the registration workflow for the first person, you will see an option to 'Register Another Person'. Group discounts will appear at checkout.
   </p>
In the above markup, the path is "images" folder from the root of the web site.

Myself

If the web user selects the Myself radio button and clicks Next, the Primary Contact Information displays, as shown below.

If the Display Registrant Contact Info checkbox is NOT checked on the eBusiness Control screen in the back office, the web user's Primary Contact Information will NOT display and the web user will proceed to the Registration Information step.

After completing the meeting registration for themselves, he/she can click Register Someone Else in order to register another individual for the meeting. After he/she registers himself/herself for a meeting and clicks Register Someone Else, the Myself radio button no longer displays on the Registrant Selection step. If the web user registered someone else before registering himself/herself for a meeting and clicked Register Someone Else, both the Myself and Someone else radio buttons display.

Someone else

If the web user selects the Someone else radio button and clicks Next, he/she will be given the option to search for the registrant based on his/her email address. Depending on whether or not the web user knows the registrant's email address determines the web user's next step. To see the next step based on whether or not the web user knows the registrant's email address, as well as if the registrant is already registered for the meeting, refer to:

·            Check Registrant's Email Address

·            Do Not Know Email Address

·            Already Registered for the Meeting

For privacy reasons, the registrant's contact information (i.e., address, phone, email, etc.) is not displayed to the web user completing the meeting registration.

·           Check Registrant's Email Address
If web users know the email address of the individual they are registering for the meeting, they can enter it in the Email Address field. The system will  check to see if the email address is in the database. If the email address is in the database, the system will display a list of constituents with that email address, as shown below.  


If the email address (ANY email address, not just primary) is in the database, but the matched email is not for the desired constituent, the web user can select the None of the Above radio button and the system will display data entry fields for the web user to provide the registrant's information, as shown below. Please note that if you select this option, the constituent will be created in the database WITHOUT an email address, regardless of how the CHECKDUPLEMAIL application parameter is setup.


If the email address (ANY email address, not just primary) is NOT in the database, the system will display that no matches were found, as shown below. The web user can then click Add Registrant to be redirected to the screen where he/she can provide the registrant's information. Please note that if you select this option, the email address you entered in the Email Address field and checked for in the database will be displayed as part of the contact information fields when adding the constituent's information and will be read-only.

·            Do Not Know Email Address
If the web user does not know the email address of the person he/she is trying to register the meeting for, the web user can click Do not know email address. The system will display data entry fields for the web user to provide the registrant's information, as shown below. The web user can then click Next to begin the standard meeting registration process for the registrant.

·            Already Registered for the Meeting
When registering someone else for a meeting, there is a chance that he/she may have already registered for the meeting. If the user is already registered for the meeting, the system checks to see if this event allows unlimited registrations per person on the Max Registration per Registrant field on the Capacity Definition screen in the back office. If a 0 value is not entered in this field, the system checks the ORDER_DETAIL for an active registration for the line ship-to customer. If an order exists for the individual, a message displays similar to what is shown below.

If you are trying to register someone else for a meeting and Allow Registration Time Conflicts checkbox is unchecked on the General Setup screen in the back office, the system will not check to make sure that the web user is not registered for a different meeting that occurs at the same time. However, while selecting the sessions for someone else and this checkbox is unchecked, the system will not allow you to register for the sessions that occur at the same time because of the time conflicts.

If the web user is already registered for the meeting and logged into the website, the Meeting Detail page displays similar to what is shown below. He/she can click the View/Edit Registration button, as highlighted below, to be redirected to the Registration Summary step, where he/she can add details, sessions, badge information, etc. He/she can also click the Register Someone Else button to register other individuals for the meeting.