How to set up Campaign Registration?
How to set up Campaign Registration?
Access Registration Settings via Setup > Registration.
Here are five common set up scenarios you can set up for participants on your campaign.
1. Register with Email with the choice to opt in to text notifications
If phone number is showing as an option in the Registration Settings switch it to Optional or Mandatory. Participants will then be able add a phone number and check a box to opt into text message notifications instead of email. If participants check this box they will be prompted to verify their phone number.
The registration process will be as follows. They will first be prompted to enter their email and once verified they will be directed to the second part of the registration process where they can check the box to receive all notifications from the campaign via text instead of by email. They will also be prompted to answer any custom registration questions and agree to terms and conditions to complete registration.
To check which options are available on your campaign go to the campaign's dashboard. Open Setup > Registration to view the settings available.
Note that you may need to upgrade your GalaBid account for phone number to be available as an option in Registration Settings.
To check the participant experience register as a participant on your campaign. You can re-register on the same campaign multiple times to test different registration settings.
2. All Notifications via Text message
To force all notifications on the campaign to be sent by text message contact helpdesk@galabid.com to switch email off. No email addresses will be collected and all notifications will be sent by text. You may need to upgrade your GalaBid account to set up registration to include text messages.
3. All Notifications via Email
If the phone number field is available on your account and you wish to force all notifications on the campaign to be sent by email contact helpdesk@galabid.com to switch phone number off. No phone numbers will be collected and all notifications will be sent by email.
4. Collect all phone numbers and emails and provide participants the choice of receiving notifications via text
Set phone and email to mandatory. Participants will be required to enter their phone number but they will only be required to verify their phone number if they check the box to receive notifications via text message.
5. Participants have the choice - Email or Text Message
If the registration settings on the campaign are set up to allow participants to begin registration with either phone number or email GalaBid will send notifications via email if email was entered first, or, by text if the phone number was added first.
If participants start with email they can also choose to receive messages including campaign notifications, by text message, instead of email. They will need to verify their phone number to receive text messages.
(You may need to upgrade your GalaBid account to allow your participants opt in to text message notifications.)
Creating Custom Fields
At the bottom of the default fields you will find '+ Add Custom Field' this will allow you to create your own fields for participants to fill in when registering to your campaign, you can make this optional or mandatory for your participants and you have the choice of the field being a text box or tick box.
Editing Terms & Conditions
You can edit the Terms & Conditions for your campaign that participants must agree to when registering, this is found at the bottom of the Registration tab.
You can customise the information displayed in the Terms & Conditions to cater to your campaign, under 'T&C's Template' you will find our pre-made templates for Auction, Raffle, Donations and Event Ticketing.
If you have any questions be sure to reach out us on the LiveChat or email us at helpdesk@galabid.com
