We are continually updating and adding new tools in response to customer
feedback. Scroll down to see all of the date milestone change logs. Contact
support@rsvpBOOK.com
for questions or suggestions. Thank you to everyone for your suggestions;
many of you will recognize your contribution. |
New Features and New Tools
Added August 13, 2013 |
Help Articles
- Help articles are organized by task
- All articles use a "How do I ... ?" format
- All articles open in a new window for convenience
- Articles are screenshot plentiful with simple, step-by-step instructions
Access Help here and
by clicking the Help button at the top of your Member
and Admin Dashboards.
|
Brand new Registrant List
- Redesigned from the ground up
- Rearrange columns
- Bulk edit and delete
- Slimmed down interface
- Fast sorting on any column
- Download only search results or all registrants
View the Help chapter on the new Registrant
List |
Brand new Session Manager
- Redesigned from the ground up
- Fast loading - pick the session you want to work on
- Work on one session at a time
- Bulk edit (with limits)
- Slimmed down interface
- Fast sorting on any column
View the Help chapter on the new Session
Manager |
New Features and New Tools
Added February 13, 2013 |
Questionnaire Wizard - New tools
- Registrants can upload files when they register - Capture images, resumes, spreadsheets, waivers, etc from your registrants
- We added a new response type to the Questionnaire Wizard: File Upload.
- Most filetypes supported - select which file types you will allow
- Create custom reports that include links to the files
- Limit number of characters in text field responses
|
Email Wizard - new Edit feature
- Edit Contact List names inline
|
Google Analytics Code
- Now you can add Google Analytics code to your registration and Thank You for Registering pages
- Contact Support if you want this feature enabled for your event
|
New Features and New Tools
Added December 1, 2012 |
Admin Dashboard - Advanced Report Wizard (column
4)
- Sum column values (creates a Total row at the bottom
of the column)
- Perform calculations on 2
or more columns:
- Arithmetic calculations:
add, subtract, multiply, divide column content
- String calculations:
concatenate strings
- Create summary tables of responses and response counts in a column
- Utilize numeric and string
constants in column calculations
- Calculate the minimum and the maximum
values in a column of data
- Calculate the average of values in
a column
- Create Constant values (numeric or text string) that
can be used in calculations
- The Advanced Report
Wizard can be used to create reports ACROSS
multiple events AND across multiple MEMBERS in the
Pro Edition version of rsvpBOOK.
|
New Features and New Tools Added October 1, 2012 |
Admin Dashboard - new buttons (orange, top left)
- View Event as Registrant
- View Event as Admin - displays Admin-only fields and items
- View Event as special Registrant Type URL
- Admin Only Mode - specify registrant types, methods of payment, questions, sessions and sales items to be visible to ONLY Admins upon admin-edit or admin-register
|
Event Preferences button (col 1)
- Declining Registrant Management section
- Optionally release question responses, reserved sessions and sales purchases if a registrant declares they are no longer attending - default is OFF
- Accept & Decline Button Text section
- Specify the use of alternative, customizable buttons for edit mode instead of regular Submit buttons
|
Reg Website Wizard button (col 2)
- Add New Page section
- Specify which Registrant Type can see this page
- Special URLs for additional pages - allows invitations to display only registrant-type specific pages
|
Advanced Registration button (col 3)
- Group Registration section
- Centralized group payment management - receive payments for an entire group all at once
- Invitation-Only Mode section
- Require an invitation in order to register
- Shared invitations are prevented
- Registrant Type section
- Reorder types alphabetically
- Allow registrant to change registrant type
- Admin can change registrant type
|
Questionnaire Wizard button (col 3)
- Responses button
- Can be sorted alphabetically
- Easier reorder tool
- Set the initial display state of checkboxes and radio buttons to ON or OFF
|
Sales Wizard (col 3)
- Method of Payment Wizard button
- Credit Card Method of Payment
- Optionally block registrations from being saved until a successful credit card payment has been made - default is Save registrations regardless of payment status
- Thank You Page - Offer a Pay Now Button for when partial payments is ON or when a registrant returns to edit - goes directly to the checkout screen, bypassing the registration page
|
Registrant List button (col 4)
- Action column
- Edit as Registrant - make changes to the registrant's form
- Edit as Admin - Admin only fields and items will be visible for entering information or selection
|
Report Wizard button (col 4)
- Add New Report screen
- Sales section / Method of Payment Details group
- Itemize multiple payments
- Breakout by payment type
- Credit Card Payment
- Other Method of Payment
- Filter by date of transaction
|
Editors and Wizards
New tools added since June 4, 2012 |
Advanced Registration button (col 3)
- Define registrant types
- Restrict registrant types to certain questions, sessions, sales items,
method of payments, registrant status and website pages
- Set initial registrant statuses (such as pending a review and approval
process)
- Initial Registrant Status set per registrant type
- Allow partial registrations - come back later to complete
- A registrant can look up their information from a previous event
and autofill their registration page
- Customize all splash and registration page prompts
|
Questionnaire Wizard button (col 3)
- Add and edit responses in a separate window
- Conditional questions do not need to be disconnected to edit them
- Responses can be different for registrants and reports - prompt for
a name, store a number
- Specify a question to be accessible to admins only (useful for Office
Use Only type data fields)
|
Session Wizard button (col 3)
- Automatic waitlist to inlist upgrade
- Automatic conflict blocking for simultaneous sessions across all
groups
- Set up sessions for sale without creating a corresponding sales item
- Place session information into a rollover or popup screen using a
WYSIWYG editor
- Track individual session attendance
|
Sales Wizard button (col 3)
- Partial payments and email reminder tools are supported
- Payment amount can be entered by registrant
- Select a currency symbol for your event sales
- Automatic discounts, promo codes and registrant-type discounts for
multiple registrations
- Smarter bookkeeping, payment processing and refund tools
|
Report Wizard button (col 4)
- Add multiple filters to your reports
- Password protect your shared reports
|
Email Wizard button (col 4)
- Create multiple contact lists
- Create and save custom email templates
- Schedule deliveries
- Customize messages
- Insert registrant and event merge codes
- Insert special URLs to invitations to "lock" registrant
into a certain registrant type
|
Registrant List button (col 4)
- Edit as Admin
- View a registrant's history of changes
|
Custom Content Row button (col 2)
- Custom content can be hidden and shown depending on registrant types
|
Reg Website Wizard button (col 2)
- Custom pages can be hidden and shown depending on registrant type
|
About You Editor button (col 2)
- Add hidden fields that can be populated by data from .CSV files uploaded
in the Email Wizard and displayed in custom reports
|
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