Inviting and Registering for Events

This chapter describes the process of inviting and registering for events. It includes the following sections:

• Sending Invitations.

• Registering Online for Events.

• Sending Event Reminders.

Sending Invitations

This section describes how to send invitations to an event.

Pages Used to Send Invitations

Sending Invitations to the Event

Access the Participants page (click the Participants tab on the Event Detail page).

Note. This section describes only the Participant page fields relevant to inviting participants to the event. For information about defining participants, refer to the Defining Participants section.

Depending on the number of seats available for the event, invitees can either be Registered or Waitlisted. Additionally, they can decline the invitation but specify that they are interested in future events similar to this one. Finally, the participant can be marked as either Attended or a No Show, depending on whether they actually attended the event.

Participants Tab

The Participants tab shows detailed information about the invitees.

Payment Info Tab

This tab shows the details about the invitee's payment.

See .

Registering Online for Events

This section describes:

• Setting Up Online Marketing to Access Marketing Events.

• Setting Up an Online Marketing Document to Accept Credit Card Payments.

• Sending Event Reminders

Note. A PeopleSoft Online Marketing license is required for online registration.

Setting Up Online Marketing to Access Marketing Events

This section provides an overview of the Access Marketing Event custom content extension and its use in Online Marketing Dialogs.

To allow you to access event information from an Online Marketing dialog, Online Marketing includes a custom content extension named Access Marketing Event. The extension itself is described in the Online Marketing documentation, as is the general process for including extensions in documents; this section explains how you can use it in your Online Marketing dialogs.

See Access Marketing Event.

See Using Extensions.

Creating the Document Field

To insert the Access Marketing Event extension into a document, first add a Text Entry field.

If you want to format the results in a more attractive way, select the Hide Field check box, and put an empty tag ({}) in the Default field.

Next, click the Merge icon next to the Default field to display the Merge Content page, and select Extensions from the list.

Type Access Marketing Event in the Name field, or click the lookup icon to select it from a list of available extensions. The list of parameters for the Access Marketing Event extension are displayed.

Next, type Y or Yes in one of the Value fields for the extension, depending on the functionality you want to include in your field. Note that you should only do this for one of the fields; leave the others as is. The system will implement the first parameter for which it finds a Y or Yes value.

Click the OK or Apply button to save your settings.

When the document is rendered, the Access Marketing Event extension performs its functionality, filling the Text Entry box with its return value (in the case of the example, this value will be either Registered, Full, or Waitlisted, depending on whether available spaces still exist for the event.

See Access Marketing Event.

Using Access Marketing Event with Dynamic Content

After you have defined the parameters for the Access Marketing Event extension, you can insert it into dynamic content in the document.

To do this, insert a dynamic content into your text field, and then insert a document field containing the return value of the Access Marketing Event extension into the Content section of the Dynamic Content page. Refer to your Online Marketing documentation for more information about inserting dynamic content into documents.

See Adding Dynamic Content to an Email Document.

Using Access Marketing Event with the Dialog Flow

After you have defined the parameters for the Access Marketing Event extension, you can insert it into a decision point in a dialog flow.

To do this, define documents for each of the conditions (for example, one to be sent if the invitee is able to successfully register for the event, another to be sent if he or she is added to a waitlist, and a third if the event is full). When you create the flow for the dialog, you can add a Decision Point element and configure it to send the specified document for the specified parameter value.

Setting Up an Online Marketing Document to Accept Credit Card Payments

This section provides an overview of the Credit Card Service custom content extension and its use in Online Marketing Dialogs.

To allow you to accept credit card payments from an Online Marketing dialog, Online Marketing includes a custom content extension named Credit Card Service. The extension itself is described in the Online Marketing documentation, as is the general process for including extensions in documents and for creating online dialogs; this section explains how you can use it in your Online Marketing dialogs.

Note. The Credit Card Service extension supports only the use of credit cards. Debit cards and pay services such as Paypal are not supported. Cards that are both debit and credit cards are assumed to be credit cards for the purposes of the extension.

See Credit Card Service.

See Creating and Using Extensions.

Overview of Creating an Online Marketing Dialog to Accept Credit Cards

In order for your Online Marketing dialog to accept credit cards, you must do the following:

1. Create document fields or profile fields containing the values you want to include on your credit card page (first and last name, billing address, credit card number, expiration date, and so forth). These fields should correspond to the parameters on the Credit Card Service extension.

2. Create a document that includes fields requesting all of the information you want to gather (these fields should correspond to the profile or document fields you already created). Include a Submit button on the document.

3. Create a second document. It should contain the following:

   • Some sort of text, graphic, or other indication that the system is processing the credit card (for example, Please wait while we process your credit card.)

   • A hidden document field that includes merge content to call the Credit Card Service extension (refer to the section on creating the document field). For each parameter in the extension, include the appropriate profile or document field that you have previously created.

   • A hidden document field to accept the results of the Credit Card Service extension. The extension returns an authorization code if the credit card is accepted, 0 if it is declined, or 1 if a system error occurs.

   • A Submit button with the Invisible Auto-submit Button option selected. A button with this option selected does not appear on the page, but is automatically clicked when the page is displayed.

The typical document flow might include the following:

• An External Event Trigger.

• A Landing Page (the page where the user enters the credit card data and submits it).

• An Intermediate Page (the credit card submit page that contains the text, the hidden fields, and the hidden auto-submit button)

• A Decision Point: If the value returned is greater than 0 (indicating success), go to a Final Page informing the user that the transaction was successful. Otherwise, you can choose to either send the user back to the data collection page, or display another Final Page indicating that the transaction failed.

See Creating the Document Field.

See Credit Card Service.

See PeopleSoft Enterprise Online Marketing Preface.

Creating the Document Field

To insert the Credit Card Service extension into a document, first add a Text Entry field.

If you want to format the results in a more attractive way, select the Hide Field check box, and put an empty tag ({}) in the Default field.

Next, click the Merge icon next to the Default field to display the Merge Content page, and select Extensions from the list.

Type Credit Card Service in the Name field, or click the lookup icon to select it from a list of available extensions. The list of parameters for the Credit Card Service extension are displayed.

Click the OK or Apply button to save your settings.

When the document is rendered, the Credit Card Service extension performs its functionality, filling the Text Entry box with its return value (in this case, the value will either be an authorization code, 0 for failure, or 1 for a system error).

See Credit Card Service Extension Execution.

Sending Event Reminders

Using Online Marketing, you can send event promotions, reminders, and notices to event invitees and participants. Using the audience builder capabilities, event registration reminders can be sent specifically to those who have been invited to the event but have not yet registered in order to maximize event registration, or invitees who have not registered can be reminded that a deadline for early bird registration is approaching. To maximize event attendance, reminders can be sent specifically to those that have registered to inform them of event updates like a venue change, or to send a reminder of the upcoming event using any of the communication methods enabled in online marketing, including email and SMS notification

The process for sending reminders is discussed in the chapter on executing and converting events, and in the Online Marketing documentation in the chapters on designing online dialogs and on designing email messages.

See Also

Designing Email Documents

Designing the Flow for an Online Dialog