Blue Diamond Registration Setup
Blue Diamond Nomination & Acceptance Campaign
Event – Create event from the Event profile.
Document Categories - Create new documents for current campaigns:
- 2022 Nomination of Yearling
- 2022 First Acceptances
- 2022 Second Acceptances
- 2022 Third Acceptances
Create confirmation email template - Email and Merge Template
Refer to knowledge base article to copy an Email Template - https://supportcenter.ungerboeck.com/hc/en-us/articles/204567988-Email-Templates#h_01EFD2T7N9H41D6CB54M64TBRH
Add your functions to the events.
- Functions Tab or hyperlink at the top
- Find the level you want to copy it under
- Right click Tools > script from event
- Previous Event ID
- Find and Select the functions you want to copy.
- Tick paste after
- Function options – leave blank.
- Order options – leave blank.
- Assignment options – blank
- Date and Time options
- Date (Peg dates to target function)
- Time (Peg times to target function)
- Space options – Use
Once done, go to Registration set up > Registration functions > add the newly scripted functions from previous event (Note: Doesn’t have to be in order)
Go to Pricing Tab > Price list > Manage > find and add required price list (i.e. Racing Department Price list) Ensure that the amount has been updated with the new amount.
Go to Registration functions
- Edit Nomination yearlings
- Add function items (open last year’s registration and follow exactly the same descriptions)
- Edit first acceptances.
- Edit first late entry.
- …
Go to Registration Form Setup
- Add Registration forms (open last year’s registration and again follow exactly the same descriptions)
- Select a form template (Blue Diamond nominations and acceptances)
- Edit form template.
- Go through every section and replicate same information as previous years.
- Once all sections are completed, very important go to Tools (right hand corner) and save as standard template so that you can re-use for the remaining templates.
Once form config is done, it needs to be tested.
- Click on link.
- Log in.
- Go through the steps and check that information is pulling through correctly.
- Once order has been created online, go back to Event > Registration orders tab > Cancel order to reverse transactions.
Payment plan configuration
- Tools > Registration Set up
- Pricing Tab
- Set Default payment plan to Nomination Payments.