Create event registration forms so your constituents can sign up for your events online. These forms also make tracking attendance and event revenue easier. They automatically create a transaction entry on the constituent's timeline and an interaction entry from the confirmation email. These forms only work for paid events.
Note: Digital wallets (Apple Pay, Google Pay, PayPal, and Venmo) are not available as payment methods on event registration forms.
Get Started
To create an event registration form:
Click Communications.
Click Forms.
Under Event Registration, click Select.
Click New.
Step 1 — General Form and Event Info
Some of the options available for your form are set in other areas of Bloomerang CRM, so you may need to set up a few things before you create your event registration form. Required fields are green. Click Next to go to Step 2, mapping the registration and ticket fields.
Settings
Form Name: The name for your form. This is shown in Bloomerang CRM and on notification emails your organization receives when a registrant uses the form.
Transaction Processor: Choose your transaction processor.
Confirmation Email: Set a custom confirmation email for your registrant that also acknowledges the transaction. If you leave this blank, the registrant receives a default confirmation email. Read Create an Email Template, Acknowledgement Info on Transactions.
Notification Email: A notification email is sent to the email address listed in your organization settings. You can add up to 10 more email addresses by clicking Add Email, and entering the email address. Remove an email address by clicking the X. Each email address will receive the same notification email when the form is submitted.
EFT
To allow EFT donations, select the Allow Registrations via EFT checkbox.
True Impact
In the True Impact section, you can select Allow Registrant to Offset Estimated Fees. When you select this option, registrants can select to cover estimated bank fees for transaction processing. The form shows registrants how much will be added to their transaction, which is calculated based on current payment processing fees.
Event Details
The registrant sees these details on the form:
Event Name: Creates the default appeal. Using a unique name for each event enables you to find these transactions by the appeal.
Name: The name of the registration type. Make these reflect the value of the ticket.
Amount: How much the registration type costs.
Description: Describe what is included in the ticket.
Tickets: How many tickets the registrant receives at this price level.
Non-deductible: The amount that can't be deducted from taxes.
Additional options: Allow registrants to make a donation without purchasing a ticket or add a donation onto their ticket purchase. These donations are marked with the event's appeal.
Registration Types
Work with the registration types:
Click Add to add a new registration type.
Reorder the registration types by clicking the up or down arrows.
Delete a registration type by clicking X.
Registrants can purchase one ticket type per transaction.
Custom Fields
In this Custom Fields section, add custom fields to gather more information about the registrant or other event information. For example, add an Event Volunteer interaction field to know whether the registrant is interested in volunteering at the event. Or, add a Guest Names transaction field so the registrant can enter the names of those who are attending.
Step 2 — Map Registration and Ticket Fields
Set the fund, campaign, and appeal for this event. The appeal defaults to the event's name to make reporting easier, but you can choose a different one.
Event Registration Tracking
The Event Registration Tracking pane determines how the information from the form is stored in your database. You map, or assign a spot in the database, for each piece of information about the registration.
Custom Fields
Set which custom fields will hold the information about the registrations. We try to find or create the correct custom fields and values for you, but you can change them. You may use the same custom fields for every event, or you may use different ones. From a database management perspective, using the same custom fields is better. Pick a custom field for the registration type and one for the ticket quantity.
The custom field for registration type must be a Pick One Text field, and the ticket quantity must be a Type It In Number field. These fields can only be used once for this form.
Pick the custom field value that matches the registration type.
Click Next to go to Step 3, designing the success page.
Step 3 — Design the Success Page
The success page is what your constituent sees after he has successfully registered. This is an excellent opportunity to thank the registrant and engage him further. Design the page in Bloomerang CRM or use your own success page.
The Bloomerang-generated success page includes a link to the form so the registrant can purchase a different type of ticket. This link is not included if you use your own success page.
To design a success page in Bloomerang:
Click Build in Bloomerang.
Edit the title and message, if desired.
Select which social media buttons you want on the page (described below). If needed, add your organization's social media information (this also updates your organization settings).
Tweet button: Adds the Prefill Tweet Text message and a link to your form to the registrant's Twitter timeline. Tweets are limited to 120 characters, including the 22-character URL. The registrant can personalize the message.
Follow button: The registrant now follows your organization's Twitter account.
Share button: Shares your form's page to the registrant's timeline, groups, or friends. The registrant can add a personalized message.
Like button: Adds a Like to your organization's Facebook page.
Click Save and Preview.
To use your own success page:
Click Redirect to URL.
Type in the URL for your success page.
Click Save and Preview.
Preview Form
On the Display page, preview the event registration form and the success page and publish your form.
Click Form and check that your form looks correct; click Edit to make changes.
Tip: To make changes to the CSS, HTML, or JavaScript, click Self-Host Form. See Create, Edit, and Revert Self-Hosted Forms for more details.
Click Success Page to see the success page. Click Tweet or Share to see what the posted message will look like. Click Edit to make changes.
Click Publish to get the code snippet. Copy and paste this code snippet into your website.