Joanne
Activity overview
Latest activity by Joanne-
Joanne created an article, How to - Export all Contacts to Excel
If you want to export the data for all contacts in the system, you’ll go to Administration > Client Settings > Export Clients and select Generate Report ...
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Joanne created an article, Removing a Registration from a Form
If you want to remove/reverse a registration, without submitting a refund, you can do so but please note – THIS CAN NOT BE UNDONE. Once you remove a registration, if that person should sti...
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Joanne created an article, How to change a Membership Type/Contract
Step 1 - Cancel Contract Cancel existing membership: Go to the profile and select the Membership tab. Scroll right and then click Edit (pencil) to edit the existing, active me...
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Joanne created an article, How to Export Registration Information to Excel
To export the form data to excel as needed, you can use the Download Registrations tool. You can run a standard download or create a custom download where you pick and choose what you want...
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Joanne created an article, How to use Coupons/Promotional Codes
Coupon/Promotional Codes are form specific. You can set up general codes or codes that can only be applied only if a certain choice is selected on the form. To set up a Coupon/Promotiona...
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Joanne created an article, How to Refund a Client for an Event
In this article, we will review how to fully refund a client for an event. First, you will want to go to the Client list and find the client you'd like to refund. Once in the client pr...
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Joanne created an article, How to Send Email Campaigns to your Client's/Member and Non-Member database
First, we will start off my selecting "Administration" followed by "Email Campaign" then lastly selecting "Send Email Campaign" Second, you can select to send t...
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Joanne created an article, How to edit/customize Form Colors/Visual Settings
You can update the form colors to match your organization or logo colors as well as adjust the form width and choose your preferred font within the Form Colors/Visual Settings tool. Once a form...
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Joanne created an article, How to add/edit a Form Header Graphic
You can add a logo/header image to your form so it matches your company/organization logo or website OR the specific event logo. Once you've published your form, then you can add the header ima...
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Joanne created an article, How to Add/Edit Multiple Choice Questions
Note - If you DELETE a Question OR an Answer Choice after people have registered, you will delete that data. Do not delete questions if people have registered and you still need access to the d...