Copy Project Tips - Edit Your Copied Project

after you've copied your project https //help regpack com/create a new projectcopy project , you can use the tips below to adjust your project for the next registration cycle 1\ add dates to your products when you copy your project, your products will copy over too go to settings > products, and click edit beside each product to update the date, price, name and triggers https //help regpack com/managing triggers for forms autobill and emails you can also create new products https //help regpack com/create edit and delete products in regpack as needed 2\ update your autobill plans go to settings > autobill and click edit beside each plan to update the bill dates, the products the plan applies to, and triggers https //support regpack com/managing triggers for forms autobill and emails 3\ edit your forms go to settings > forms and click edit form fields to edit the questions on the form, and the field triggers note the default setting is for user data to port to the new project when returning users log in https //support regpack com/what is user information porting forms filled out automatically when you copy a project their product selections, e sign responses, and payments will not transfer over, but their field responses will any questions you'd like the user to update in this project (age, grade, etc ) should be deleted and replaced note check that all field triggers are working by creating a test user! sometimes they need to be resaved in the new project if you do not want to port user information, copy your project again with user information porting turned off https //help regpack com/what is user information porting forms filled out automatically when you copy a project 4\ create a test user! even if your system is a copy, with any changes made you want to make sure the flow works as you intend it to and that payments are processing accurately the best way to do this is to test! how to create a test user https //help regpack com/create test users how to test payments https //help regpack com/sandbox payments and how to test payments 5\ review your email templates go to settings > emails and click edit subject/body to ensure your emails are up to date and make updates https //help regpack com/managing emails in regpack how to trigger emails https //help regpack com/managing triggers for forms autobill and emails 6\ invite your team! your colleagues can help manage registration! there are multiple admin licenses with different prices and access levels license details here https //help regpack com/admin license types and access levels how to invite new admins https //help regpack com/inviting and editing admin licenses 7\ update your links the link and embed code is unique to each project make sure your previous project is closed for registration https //help regpack com/project settings or general tab , and you can even add the link to your new project to the closed message! how to embed your project into your website https //help regpack com/embedding regpack into your website