Joanne
Articles
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How to Add Inventory Control - Multiple Choice Questions
If you only want certain options (or answer choices) can only be selected a certain number of times, you can enable Inventory Control for certain options. Once logged in, you'll go to your Publ...
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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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How to Add/Edit Checkbox Questions
How to Add/Edit Checkbox Questions Note - If you DELETE a Question after people have registered, you will delete that data. Do not delete questions if people have registered and you still need ...
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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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How to Add Inventory Control - Checkbox Questions
If you only want certain options (or answer choices) can only be selected a certain number of times, you can enable Inventory Control for certain options. Once logged in, you'll go to your Publ...
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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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How to "Enter Amount" Questions
Note - If you DELETE a Question after people have registered, you will delete that data. Do not delete questions if people have registered and you still need access to the data. To add a NEW Qu...
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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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How to "Enter Quantity" Questions
Note - If you DELETE a Question after people have registered, you will delete that data. Do not delete questions if people have registered and you still need access to the data. To add a NEW Qu...
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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 ...