Create a New Project/Copy Project

How to Create a New Project from a Template

Templates are pre-built system structures with forms and fields tailored to different audiences.

If you're creating something similar to an existing project, you can copy that project and edit it. If you're creating something completely different, create a new project using a template. 

Go to Settings → Project Settings → Create New Project → select a template.

Choose the closest template to your needs.

They can all be customized

Follow the prompts to create your project!

How to Copy a Project in Regpack

Copying projects will allow you to create a brand new database in which you can manage your next round of applicants.

First, select Project Settings from the Settings menu.

Click the create new project button in the upper right-hand corner of the screen.

Note: You can also create a new project by selecting “Create New Project while viewing your projects in the bottom left of the screen.

Both methods will bring you to a page where you are able to either copy this project or create a new one from a template.

Before selecting a template, you will need to either set up your Merchant Account (if you haven’t already) or select the Merchant account you’d like to use with the new project. You have the option to skip this step during project creation.

Choose to either copy this project or copy over one of your other ones.

Copying your existing project will keep your setup from the previous year and works well if this new project will be similar. 

Once you’ve made your selection you’ll need to make some final decisions:

1) Give the project a name and select optional Project Manager assistance.

2) Decide what information you’d like to copy over from your original project into the new copy.

The default setting is set to leave everything copied in the new project, as they can be removed later on. This is helpful if the structure for your new registration is the same. Once a project is copied over, you can edit forms, and text fields, among other settings to update it for the current season. But you can still decide if there are certain features you don’t want to be copied over.

• Electronic Payment Processing Account
  • Payouts in the new project will continue to be will be deposited to the same bank account associated with the project which you have copied
• User Statuses
  • Keep all of your current statuses which you have been applying to your applicants in their status box
• Forms
  • Includes all of the fields on each of your forms
• Products
  • Includes all of their associated settings (prices, quotas, categories, etc.)
• Reports
  • Includes all of your report templates
• Emails
  • Includes all email templates, including all tokens
• Auto billing Plans
  • It will not affect your current users on auto-billing but will copy over your current plans
• Scheduler units
  • Copies over your time units – note that dates will need to be updated
• Triggers
  • Copies over all of your current triggers for emails, products, fields, etc.(highly recommended)
• User Information Porting

  • Will port over your applicant’s information for fixed fields (such as addresses, contact info, etc.. Variable fields, upon which things are triggered (examples could include grade, age, etc.) are left blank so that they can be answered again. 

    Note: Users will not populate immediately as users in your new project, but if an existing user signs in, their information and data will automatically appear.

Click Create Project, and you’re finished!

How do I collect donations on my website?

Regpack provides an easy to build template to create a customized donation tool that you can embed on your website and share with anyone!

Steps:

1. Create a new project: Settings → Project Settings → Create New Project
2. Choose our donation template: Check out where to find it in the gif below.
3. Build donation offerings/packages: Create custom products to offer as many options as you'd like including one-time donations and recurring options.
4. Check in with our payments team: Double check with our payments team to ensure that your merchant account is set up, or add a new one during the project creation process. Email payments at payments@regpacks.com
5. Test and Go Live! Make sure it all works by creating a test user on the front end, embed the project on your website, and invite users to donate.

Managing Donors in Regpack

• Trigger an email to go out with details of the donation and to say thank you.
• Use our Payments section to generate financial reports on your donations
• Use our Sales reports to view specific donation campaign data
• Create email campaigns to market and stay in touch with donors
• Send a follow up email at a later date with how their funds were used, including pictures or links to video content.
• Download weekly, monthly, or quarterly reports on all donations.
• If donation campaigns are a common occurrence for your organization, feel free to use our template as a basis to create your own internal template. Creating future campaigns can be as easy as one click to copy and go live.

How to Create a 2 Step Process

Regpack makes it easy to create a 2 step process for your business: whether you require an initial deposit, an application submission with approval, scholarships, staff / job application process, and more. 

Which template should I use?

Select any template - individual or group - to get started.  The two step process is created by triggering forms to add to specific users, and emails to notify users to return for the second part of the process. 

General Steps

1. Create your forms, or edit the template forms to accomplish your goals. 

• Ensure that there is an obvious stopping point for the first step in the registration process. For some, this is a deposit payment, and for others it's a form that says their application has been submitted and they will be notified when it's time to continue registration (part two).
• You can create the forms for part two now, but the triggers may depend on other aspects of the setup that aren't complete yet. We can trigger the forms for part two later.
• Trigger the forms for part 1, which everyone should see, on user account created and/or child created. 

2. Create product(s) 

3. Create an approval email letting the user know they can log in to complete part two.

The email trigger will depend on the action that initiates part two. Some suggestions are below.

4. Trigger all the things.

What triggers part two?

Deposit Payment

• Create a deposit product - merchandise product type
• Trigger the deposit product to add automatically when users create their account by clicking trigger beside the product → Add to user's cart and hide from others → Set Trigger Conditions → Registration → User account created OR child created.
• There are two places users could make deposit payments:
  • The Dashboard - When users complete mandatory forms, they are directed to the dashboard where they can make a payment. You can add instructions to the previous form or the dashboard instructing users to make a payment to proceed.
  • Deposit Form - Copy the checkout form (click the box to the left of the form → copy form) → edit form properties to change the form name to differentiate it from the checkout form. Click the gray dots to drag the deposit form to the end of part one.
  • Note that the deposit form will automatically mark complete when the deposit is paid, but will mark incomplete again if additional products are added to the user's account (so they can pay for them).
• Trigger the part two forms to add to the user's account based on the deposit product being paid for by selecting the part two forms → Set Bulk Trigger → Products → select paid for from the dropdown beside the deposit product → That's it, I'm finished!

• The forms will automatically add to the user's account, and they can proceed with registration

Admin Approval

• Trigger an email to go to an admin when the user completes part one by going to Settings → Emails → Create an Email → click trigger beside the email → choose who to send to & from → Set Trigger Conditions → the trigger condition will be the end of part one. Is the end of part one the user having paid their deposit? Is it that they completed a specific form?
• Create a status in user management to apply to approved users.
• Trigger the part two forms to add when an admin applies a status on the back end. Go to Settings → Forms → select the part two forms → Set Bulk Trigger → Status → Approved status → That's it, I'm finished!
• Trigger an email to send to the user when the approved status is applied, inviting them to log in and complete registration. We recommend including the link to your registration site, the username token, and instructions.

Create a few test users to experience registration as a user does. Go to the back end and apply the status or add a manual payment to cover the deposit product. 

Group or Individual System?

We recommend an individual system for this type of project, as it simplifies the trigger and email process. It is possible to achieve this setup with a group system. 

Remember forms flow in top down order, so they order they're listed in Form Management is how they will be presented to the user, including what is triggered.

• If something is triggered to show after payment, make sure those forms are listed beneath the checkout form.
• Also be aware of what level those forms are on: organizer/head level or attendee/sub level (listed on the form to the right in Form Management view) in a Group system.