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.
1. Create your forms, or edit the template forms to accomplish your goals. Here's how
- 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. Here's how
2. Create product(s) Here's how
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! Here's how
What triggers part two?
- 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
- 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? If you need help with this trigger email the support team at email@example.com
- Create a status in user management to apply to approved users. Here's how
- 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. For help and tips on how best to set up this type of system in a group system, reach out to Support at firstname.lastname@example.org.
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.