Software for martial arts schools

Events and registrations

Tutorial: How to create a web form to collect leads

By on Aug 24, 2015 in Blog, Events and registrations, Members management |

This tutorial is out of date – there is a better way to create leads generation forms! —————————————————————————————– This tutorial will introduce you to the event registration system in DojoExpert. You will be able to: create registration form create fields for registration form embed the form on your website manage registered users Let’s start. Our registration form will be used to collect leads on our test school website (http://test.dojoexpert.com). First, we need to create form fields which we want to use. First name, last name and email are by default included in every form, so we just need to add fields which we are missing. In our example we will create these three additional fields: Phone number Time to call (enabling users to select time convenient to call them back). How did you hear about us (list type) To create the fields we need to click on the “registrations” in main menu and then on the “custom fields” in the left menu. The “phone number” field will be of type “text”, and we will map it to “phone number” field that exists in DojoExpert database: This mapping will enable us to easily convert the lead to member (student) – if we will want that in future. Next field, “time to call”, will be of type “list” – meaning the user will need to select something from the list. We will specify these values in this list: morning, noon, evening. You specify them by separating them with comma: Since we don’t have this field in DojoExpert (we can add it if we want to), we won’t map it. And third field is “how did you hear about us”. If we want to keep this info after we convert the lead to member, we will need to create a member field for that. Go to “members” and then select “fields” on the left menu. The interface looks similar. We created a field called “lead source” with list type and items as on screenshot: Then, we go back to “registration fields” and add a new field by selecting “lead source”. This will preselect mapping and populate other required fields, you just need to click “add” button. Also, we have changed the default “lead source”...

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New features in registration forms

By on Aug 1, 2015 in Blog, Events and registrations |

We are announcing new cool features for event registration forms. Here’s what we added: send e-mail notification to users after registering receive e-mail notification when a user registers hide/display event header (title, place, time) discount codes (coupons) for paid events full fields mapping for converting non-members to members Let’s examine in more details these new features.   Sending e-mail notifications In event setting you can specify if you want to receive email notification when someone registers, and/or you can specify if you want to send an email to a user after he registers. In order to receive email notification, you simply need to enable this check box and specify your email: To send email notification to user, you need to create an email template and select it (“user notification” check box). To create the email template follow these steps: select “email” in main menu write email body and subject under email body find “save as new template” box, enter template name and click the “save” button Here’s an example: As you can see in above example you can use codes {fname} and {lname} to replace first and last names of users (and other codes like {customX} for custom fields). After you save the template you can select it in registration edit.   Hiding event header Sometimes you do not want to display the default event header in registration forms. Use this check box to control whether you want it to be shown or hidden:   Discount codes If you want to enable discounts for your paid events, you can easily create coupon codes! Go to “registrations” and select “discount” on the left menu. You can specify discount rate or discount amount: These codes will be available for selection in your event settings: If you have selected at least one code a new field will be added to registration form where users can enter the code and check it if valid: If the code is correct, a discount will be applied to the amount (registration fee). The discount amount will be visible in invoice and in PayPal form.   Fields mapping When you’re creating custom fields which you want to use in your registration forms, you can map them to...

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Event registrations

By on Jan 12, 2014 in Blog, Events and registrations |

Have an event and you want collect registrations online? No problem, DojoExpert can help you! Here’s how it works: 1) You create an event in DojoExpert manager – you can specify: event name date of the event and duration registration limits (time and number of registrants) event description (HTML editor) event fee if you want (registrants pay via PayPal) fields for registration form (fully customizable) 2) After you create the event you will get an event registration link that you can send via email to invite people to register, or you can embed the registration form directly on your website. 3) People can register via the registration link or emmbeded form. You can limit the registration only on your school members (they need to login with their UID and password). 4) You can track registrants in DojoExpert manager, print them or export to excel. You can send email to all people that registered, and you can even save attendance data for your event – manually or with QR codes (your school members can use their existing QR code cards to check in, and for non-members you can print special QR codes cards to use only for this particular event). 5) If you want, you can collect event fee via PayPal and create invoices automatically.   Now that you know what can be done, let’s dive into more detail on how to do it. Let’s say you are organizing a karate seminar with sensei Wu. The seminar will be free, and everybody is welcome. Login to DojoExpert manager and click “Registrations” in main menu. Add a new event with title “Seminar with sensei Wu”. Now, before editing the event we will add two special fields that we will need in the registration form. On the left side click “Custom fields” and add “Current belt” of list type and “Date of birth” of type “date”: Now we are ready to add them to our event and edit other information. We have done it like this: As you can see, you can format the description of the event with our rich text editor, and add images to! Note the fields section on the bottom – there are 3 fields that are required...

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