Event Registration Tutorial
Difficulty | Intermediate |
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EMS Compatible |
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iMIS 2017 Compatible |
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Usage Notes | |
Length of Video | n/a |
iImport |
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iUpdate |
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Actions | Insert |
Overview
Event Registrations can be inserted in bulk using this functionality in iDMS. At this time, you are only allowed to insert new event registrations.
Caution: Note on Duplicate Registrations
The iMIS API does not check for duplicate registrations. If you register twice using iDMS, you WILL need to contact ASI to have this corrected. Double check your registration list before importing.
Select Event Registration from the Sources dropdown menu:
Required Fields
Registrant ID - The iMIS ID that is registering for the event.
Event Code - This code determines the overall event that the ID will register for (general). Found under the "Info" tab.
Function Code - This code determines the registration option that the ID will register for (specific). Found under the "Pricing" tab > Registration options. Event functions can also be referred to as program items.
Event Code
1. After selecting the event using "Find events" on the sidebar, click the pencil icon
2. The Event code should be listed on the "Info" tab
Function Code
1. After selecting the event using "Find events" on the sidebar, click the pencil icon
2. Select the "Pricing" tab, then the desired Registration Option. Alternatively, you can create a new Registration Option
3. The Function Code will be found as the "Registration Option Code"
Optional Fields
Price - The price this person will be paying. If left unmapped, they will pay the default price.
Although price is not a required field in iDMS, the registration option does need to have an associated price in iMIS for the import to work correctly.
Registered By ID - The ID that registered this person.
Transaction Date - The date of the event registration.
Bill To ID - The ID being billed for this event registration.
Wait list - If the Registration Option is at capacity, this will determine if they will join the wait list.
Question's Index - The index of the question answered (see below).
Question's Response - The response to the question.
Multiple Program Items
If you need to import multiple program items (i.e., function codes) and need them to appear under one registration, your Excel file will need multiple rows with the different function codes. The registrant ID and event code would appear for all of those rows.
You may also import a registration and program item at the same time. If so, the row containing the event registration must appear before the row containing the program item.
For Event AM2024, iMIS ID 1234 will have a single registration but will have multiple program items (for functions/items DAY1 and DAY2)
Importing Questions
Question responses can only be imported for the questions under Registration Options. General questions for the whole event or for specific programs are not able to be imported at this time.
The question index always starts at the top with 1 and represents the question number position. You can get the question index number by querying the FormDefinitionFieldData source for those numbers.
Question Formats
Yes/No Questions. Accepts responses of Yes/yes/Y or No/no/N.
Dropdown Questions. Take all responses (even if the response is not in the dropdown).
It is recommended to perform a test import to confirm the indexes are correct, so mapped responses import correctly.