To enable the applications mode, go to Setup > Settings > Event and check the "Do you want to select who is coming?" and click Save. The Order form is now converted to an "Apply to attend" form.
- Go to Setup > CUSTOMIZE Email Messages and Pages
- At the left column click "Select who will attend (select winners)"
- To customize the messages with the body and subject of your choice, click the corresponding envelope icon.
a) Request received (send when an application is submitted)
This message confirms that that his application has been received. It;s a good idea to include text that informs that once the application is approved, he will receive a new email with a link to complete his registration (and payment).
b) Request rejected (send when you click Reject)
c) Request accepted (send when application accepted).
At the end of this message, a unique link for the accepted applicant to complete and pay for his ticket is automatically appended.
Important note: You can bypass this step so that the accepted applicant directly receives his conference pass and confirmation message. Here is how: At Reports > Requests click Actions > Accept and complete order. When you do this, the confirmation message will be sent to the attendee.
- To customize your Order form with your own fields and questions, go to Setup > EDIT Order Form (see also https://eventora.desk.com/customer/en/portal/articles/1340196-registration-form-or-application-form- )
Approval / Rejection Process
To approve or reject applications go to Reports > Applications.
In the Application report you see all those who applied for your event, along with their info (their answers to your custom application form). When you click Accept or Reject, the corresponding messages are send to the applicant.
You are able to define the period where people are able to submit applications to attend, at Setup > Settings > Dates & Limits
If you have multiple rounds on receiving applications to attend, you can set the "Applications Start" and "Applications End" as many times as needed, according to the dates of your rounds.
People that have been accepted during previous rounds they will be still be able to complete their registration and payment.