Usually, an attendee will proceed through the registration site in the order you've set it up, page-by-page e.g. Contact details, then Marketing, Registrations, Functions, etc.
However, you can set up "logic" rules to create highly customized online registration forms/sites that are also more efficient for your attendees.
[Note: you can't use logic on all pages. For example, you can't use it on a Payment Page.]
There are four logic elements you can use when building your Interactive Registration Site. You can set up rules for each of them, based on selections the attendee made earlier in the registration process (or other information you already have on the attendee's contact record, if applicable).
Page Display Logic - whether a page is displayed or skipped.
Page Validation Logic - confirms that specific information or data has been entered on the page before allowing the "Next" button to be selected.
Redirect Logic - redirects the user to a different website, URL or App/portal (for example, sending a potential sponsor to a different registration site just for sponsors).
Part/Field/Component Logic - changes whether or not a part/field/component is displayed.
To add a logic elements for whole pages (Page Display Logic, Page Validation Logic, or Redirect Logic), you drag them in from the left to the right hand side in the registration site builder, on the page where you want the logic to apply.
To add logic to a component or part, (for example, whole of the Accommodation component, one particular registration type, or even just one function fee type), use the cog icon to see the settings for the component or item and select the "Logic" tab.
Setting up logic rules
The logic rules you create tell EventsAir what to do for the page or component - display, hide, re-direct, show a message, or prevent further site progress, based on other information. Not all logic elements offer all options.
Each logic rule is set up as an "IF, THEN" progression. The most basic version of this is:
"IF" certain information exists (because your attendee chose it earlier in the registration process, or you already have it on their record)...
..."THEN" your site should display or hide something, or take some other action such as redirecting or showing an error message.
You can create as many logic rules as you need to control what your registrants do on your site. However, be careful not to create rules that conflict with each other.
Whenever you set up a new rule, you'll decide on:
Which data - What information will be basis for the logic rule? It could be something from the Contact module, a Marketing tag, a Registration Type or Function selection, or something else such as a custom field. If your registration site allows group registrations, you can use "This is a Group Contact" as the basis for a logic rule (for example, so that only Group Contacts see certain pages).
Operator/Condition - These are relational operators (for example, "is equal to"; "is not equal to") that describe what data condition to use to process the rule. The available operators depend on the type of data you are using.
For example, text input fields (such as Country or email) can have the following operators:
is equal to
is not equal to
begins with
ends with
contains
does not begin with
does not end with
does not contain
is blank
is not blank
On the other hand, for registration types, accommodation selections, or marketing tags, the options are:"is equal to selected"
"is not equal to selected".
For function tickets, where numbers are the input type, the operators you can choose are listed below. These are followed by a box for you enter a number (any integer, including zero).
is not equal to
is blank
is not blank
is greater than
is less than
is greater than or equal to
is less than or equal to
is between
If you choose "is between", there'll be a second box so you can add a second number, to create the range of numbers your data should be between.
Then (Action) - The last part of the logic rule is choosing what should happen on your registration site when the above conditions are met. For example: Display or Hide the page or component; disable the "Next" button until more information is filled in; or display a message. (See each logic type below for what actions you can choose.)
Adding extra conditions to your rule
To add more than one condition to your rule, select the + icon to the far right of the rule. Now you can add a new condition line to your rule, choosing the AND/OR operator. This lets you create rules made up of several conditions.
AND/OR Operator
If you use the AND Operator to add an extra condition, BOTH conditions must be met for the logic rule to proceed.
If you use the OR Operator to add another condition, the logic rule can proceed if EITHER condition is met.
You can also add more than rule, if needed.
Always select the "Create Rule" button when adding a rule to ensure it's saved, and that your site's changes are saved when you're finished. A logic type without any rules will prevent your site from loading.
Editing a rule
You can come back later and click on the rule to edit it. Be sure to press "Update Rule" and save.
Types of logic in more detail
Page Display Logic
Page Display Logic lets you define whether or not a page is hidden or shown.
Tip: Because Page Display Logic works on a per-page basis, you need to break your site into pages first by dragging and dropping Page Break components from the left-hand panel.
Examples of use:
Display a Social Functions Page only IF the attendee has indicated their spouse or partner is also attending AND they've answered "yes" to a marketing tag question about social events.
Display a page with deluxe accommodation only IF the attendee has checked a box saying they want luxury hotel options.
Skip an Advanced Workshop page if the Attendee HAS NOT selected a Senior Staff registration type.
Use Page Display logic to only show attendees the information relevant to the day(s) they'll attend your event (for a multi-day event).
To do this, you would first add a question or option for attendees to nominate which day(s) they'll be at your event. For example, you could use a marketing tag or custom field question, or set up different registration types: one for each day.
Then put each day's information on a separate page.
Finally, use Page Display Logic to only show attendees the information for the day(s) they'll be attending, by setting up a rule on each page that says something like "If Monday Registration is equal to selected, then display this page", for the Monday page, and so on.
Page Validation Logic
Page Validation Logic lets you define whether or not the registrant is allowed to continue to the next page.
Examples of use:
You might want to stop an attendee moving to the next page unless, for example:
Country AND State have both been selected.
Attendee has entered either their Membership Number OR Employee Number.
As part of page validation logic, you enter an error message to be displayed (which also prevents further progression through the site). The error message prompts the user to fix the problem so that the logic condition is no longer met, and the page is 'validated' (the user can progress through the site).
Redirect Logic
Page Redirect Logic lets you define whether or not the attendee will be taken to a different URL, webpage or app, based on selections made during the registration process.
For the Then (Action) - you indicate what the Redirect Action would be:
Redirect to an URL
Redirect to a Website or App
Examples of use:
If the attendee selects "I am an Exhibitor," they are redirected to the Exhibitor Registration Portal.
If the attendee selects "I need to submit my abstract," they are redirected to the Speaker Abstract Submission Portal.
Part/Field/Component Logic
You can add logic to specific elements within your site (a whole component, such as Marketing or Accommodation); a specific selection (such as a registration type or function) or an event more specific item (such as a function fee type).
Not all options are available for all registration site content. You can see what's possible when you choose the settings for each element (under the "Logic" tab).
This type of logic lets you hide or display information, or show a specific error message to help your attendees fix an issue.
Content is dynamically displayed, meaning it can change instantly based on selections made by the attendee.
For example, you can set a rule so that only student fee types for a gala dinner will appear if the attendee selected "Student Registration" as their registration type.
If they go back and change to a different registration type, they'll see other options (depending on what logic rules you've set up).
For this type of logic, you can select the following actions:
Display this component
Skip this component
Display Error [add a message of your choice to be displayed - this will also prevent any further progress through the site until the issue is fixed and the logic condition is no longer met.]
Checking logic
In your interactive (registration) site builder, you can see which pages or items in your have logic added to them, via the lightning bolt symbol.
You should always thoroughly test your registration site to ensure that your logic rules are working as intended.