Setting Up Your Project

Building In Regpack

• Forms Module Overview
• How to Create a New Form
• How to Edit Your First Project
• Copy Project Tips - Edit Your Copied Project
• Create a New Project FAQ
• How to Edit the Text of the E-signature Field

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Managing your Inventory

• Product Module Overview
• Bulk Product Tools
• Create a New Product
• How to Run Sales Reports for Your Products
• Create or Copy New Sessions
• General Product Settings: Cart Timer

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Setting up Notifications

• Email Management Module Overview
• Sending Emails to Users
• Managing Emails in Regpack
• Managing Email Categories

Automation using Regpack Triggers

• Regpack Trigger Overview
• Managing Triggers
• Product/Service Triggers / Trigger Off of a Product
• Create Coupon and Discount Codes (Text-Based Triggers)
• Add an Admin as a Recipient of an Email

Creating and Exporting Reports

• Reports Module Overview
• Create a New Report
• Run Reports on Users
• How to Create and Run Roster Reports
• Edit an Existing Report
• Download a PDF or CSV of a Report

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Fine-tune Project Details

• Project Settings Module Overview
• Project Settings - General Tab
• Regpack Bing Tag
• Regpack Facebook Pixel
• Regpack Google Tag Manager and Analytics
• Project Settings - Registration Tab

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Configuring Purchase Protection

• Purchase Protection Overview
• Registrant FAQ
• How to File a Purchase Protection Claim
• Purchase Protection Terms & Conditions

Regpack Recipes

• How do I collect donations on my website?
• How to Display Your Sessions on Multiple Pages of Your Website
• Sub-Unit Login
• How to Create an Anonymous System (No Login or Account Needed)
• How to create a survey
• How to Create a 2 Step Process

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