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Registration Setup

Customizing the Registration Flow

Registration Pages

The registration flow is comprised of sequential pages. Parents progress from on page to the next. Pages cannot be skipped, but parents can go back to a previous page.

There are several types of registration pages:

Type Required Description
Sign Up Yes Collects parent and student information. It must appear before campaigns.
Directory No Parents configure how their directory information will be displayed.
Volunteer No Allows parents to sign up for volunteer positions.
Custom No Text, campaigns, and forms appear on custom pages.
Checkout Yes Displays the cart and forms for payment.
Receipt Yes Displays the receipt. This page must come immediately after the Checkout page.

Notes

  • The registration flow is limited to one page for each page type except the custom page. It wouldn't make sense to have two receipt pages.
  • Once the parent is sent to the receipt page, they cannot go back to previous pages.
  • Campaigns and Forms can only be added to custom pages between the Sign Up and Checkout pages.
  • It is possible to add custom pages after the receipt page for additional information.

Registration Section

Custom pages are comprised of multiple registration sections. Non-custom pages, can have at most one custom (text) section appearing at the top of the page.

Custom Section

There are three types of registration sections:

Type Description
Custom Show text, images, videos, and attachments to parents. This is great for creating a welcome page, discussing clubs and activities, or providing access to important documents such as the student handbook.
Form Displays a form to collect additional information during registration.
Campaign Displays a campaign allowing parents to make purchases and donations.

Notes

  • Campaigns and Forms can only be added once in the registration.
  • Campaigns and Forms can only be added to custom pages between the Sign Up and Checkout pages.

Best Practices

When creating a registration flow, keep the following in mind:

  • Be concise when writing text. Parent tend not to read large amount of text during registration.
  • Limit registration to 10 pages. Our systems will support any number of pages, however, too many pages will cause parents to fail to complete registration.
  • Add a custom page before the sign up page. Use this page to set expectations on how long the process will take, important dates, and information on walk-through registration (if needed).
  • Don't link to external sites during registration. An example of this is yearbooks. Some schools sell yearbooks through the publisher and include a link in registration. Parents click on the link and complete their purchase on the publisher's website and think they completed registration.
  • Include donations first. When adding campaigns to FutureFund, we recommend having donations on a dedicated page before campaigns for yearbooks, PE clothes, spirit wear etc.

Registration Availability

Enabling and Disabling Registration

Registration is accessible to parents when the Allow parents and guardians to register students setting is enabled. To toggle the setting:

  • In the Admin, navigate to Students > Setup.

  • Check or uncheck Allow parents and guardians to register students in the Advanced Section (bottom of screen).

    Enable Registration

  • Click the Update button.

Registration Start and End Times

Registration can have scheduled start and end dates in the Registration Availability section. Note: registration must be enabled for the availability dates to work as expected.

Registration Availability

When a parent visits registration before the start date/time, they will be presented with the following:

Registration Opens Soon

Reordering Registration Pages

Change the order of the registration pages by using the drag handle to reorder the paged as needed. Pages cannot be moved between sections: Pre-Registration, Registration, and Post-Registration.

Sort Pages Link

Restricting a Campaign to a Grade

During registration, campaigns can be restricted to selected grade levels. By default, they are shown to all grades. This feature is helpful when selling/collecting:

  • School Supply Kits
  • Field Trips
  • School Dances
  • Test Prep Services

To restrict grades, in the Admin, navigate to Students > Setup:

  1. Select the page where the campaign is displayed.
  2. Select the campaign or page section.
  3. Click the Edit Advanced Settings button on the bottom of the page in the Advanced Section.

  4. Select the grades to view the campaign.

    Grade Restriction

  5. Click the Update Registration Section button.

Note

Blank registration pages occurring between the sign up page and checkout page will not be displayed to parents.

Purchase Settings

Require Selection

Requiring Donation Selection

When a donation campaign is added to a registration section, the admin can require the purchaser to make a selection of the available amounts. This prevents the purchaser from skipping the campaign, although they are able to select a zero dollar amount. When a zero dollar amount is selected, a zero dollar item will be included in the order receipt.

Note

This only applies to donation campaigns.

To require a selection, in the Admin, navigate to Students > Setup, click on the Manage Registration Pages link:

  1. Select the page where the campaign is displayed.
  2. Select the campaign or page section.
  3. Click the Edit Advanced Settings button on the bottom of the page in the Advanced Section.
  4. Click the Require Selection checkbox.
  5. Click the Update Registration Section button.

Automatically Add Campaign to Cart

This feature will automatically add a campaign to the purchaser's cart during registration if the following criteria are met:

  1. Campaign is of type: donation, sign up, membership, fundraiser, or multi-level membership
  2. Campaign's attribution setting is not for_teacher
  3. Membership campaigns are not individual memberships
  4. The registration section's auto_select_campaign flag is set to True.

This will not affect store orders.

To enable this feature, in the Admin, navigate to Students > Setup, click on the Manage Registration Pages link:

  1. Select the page where the campaign is displayed.
  2. Select the campaign or page section.
  3. Click the Edit Advanced Settings button on the bottom of the page in the Advanced Section.
  4. Click the Auto Select Campaign checkbox. If the campaign is a multi-level membership campaign, select the membership.
  5. Click the Update Registration Section button.

Promoting in Print

A QR Code is provided to promote registration in print materials. It can be added to mailers, flyers, and posters.

QR Code

To view the QR Code:

  1. In the Admin, navigate to Students > Setup.
  2. Scroll down to the Advanced Settings section.
  3. To download the QR Code, right click on the image and select "Save image as..."

Important

The QR Code is unique to the school year and must be recreated for each school session.

Videos

Videos can be displayed when a parent views a custom registration section. Videos must be hosted in YouTube or Vimeo and be publicly available (although they can be unlisted). To add a video:

  1. View the registration section.
  2. Click on the Edit Section button.
  3. Select the video service the Video section.
  4. Enter the Video ID in the space provided. For YouTube videos, the video ID is the text that appears after the v=. For example, in the following URL: https://www.youtube.com/watch?v=dQw4w9WgXcQ the video ID is dQw4w9WgXcQ.
  5. Click the Update Registration Section button to save the change.

Video Form