How to test your Event Registration

Carlo Magdangal

June 08, 2021 15:56

You have created an Event, and would like to preview the registration process. This article will cover the best way to test out your Event Registrations in Member365!

Find the Public Registration Link

Every Event in Member365 has a Public Registration Link. Consult this Knowledge Base article to learn more about what it does, and where you can find it.

Copy the public link, and open a new browser window in Incognito Mode to test the registration with a clear cache.

How to Open and Incognito Window

Testing the Event Registration

1. While in Incognito Mode, paste the Event’s Public Registration Link into your browser.

2. Click the button labeled ‘Register Now‘.

Button not showing up? If you do not see the ‘Register Now’ button, the registration window for your Event is closed. Return to your Administrator Dashboard, and check the dates in your Event Settings.

3. If want to test how the registration would look to a Member, click the ‘Already a member? Login to Register’ button.

Alternatively, simply enter their email address if you have No-Login Registration configured and would like to test that. Use the email box to test Non-Member Registrations as well.

4. After clicking 'Continue', depending on your event settings, you will either be taken to a page to provide additional contact information...

... or, you will asked to select the ticket types and how many of each you would like to purchase. Use the drop-down menus as necessary, then click ‘Continue to Step 2’ and 'Confirm' when prompted.

Don't see the ticket types you are expecting?

Access to tickets in Member365 can vary from Contact to Contact depending on their Membership Category and Status. If you do not see a ticket here that you believe you should be seeing, return to the Administrator Dashboard and check the options for that ticket in your Event Settings.

To get to the Administrator Dashboard, leave the incognito window (open a regular browsing session) and type in [yourmember365domain]/crm/home (e.g., https://m365demo.member365.com/crm/home).

The most common issue is if the ticket is not available to the type of registrant you are testing. Specifically:

if you are testing registration with a non-member - check if the ticket is available to non-members.
if you are testing registration with a member in a particular membership category - check that the ticket is available to people in that Category.
make sure your Membership Status (i.e., lapsed, archived, pending) settings are configured to your preference.

If the ticket says it is available to the person with whom you are testing (their Membership Status/Category) and you are still not seeing the ticket, please submit a ticket to the Customer Success team.

5. Assign the tickets you have purchased as necessary by clicking the ‘Assign Ticket’ button. If a ticket has an associated Event Form, you will be prompted to fill it out.

Important

Completing and submitting a Form, even as a test, will add that test response to your Analytics!

6. If your Event has a Form associated to the registration as a whole, you will be prompted to fill it out next. If not, you will be taken to the billing information screen.

7. You have completed most of the Event Registration, so your test can end here. If you would like to go all the way through and pay for this test registration, however, populate the Billing Information and proceed with the payment.

If you pay for your purchase via credit card ensure that you refund your purchase to preserve your registration and financial records for the event.

Congratulations, you now know how to test an Event Registration in Member365!