Connection Card Pro Help & Documentation

Last Updated: Feb 1, 2024 4:10 PM

How Do I Create an Event?

With Connection Card Pro’s Event Registration platform, we make it easy for you to create your Events and Event Registrations, including a Landing page for a more professional-looking registration!  Included in our Event Registration platform is everything you need to help you stay organized and help your event be successful, while hopefully making it easier on you!  You will have a Registration list for each event, with several report options, along with the ability to add or remove participants, record payment, and even a Day of Event Registration Check-in option! 

You have the option to allow users to register for your events online through a link or via their mobile phone by texting a keyword, or with a QR code. Also, anyone with Admin rights can input registrations for those who sign-up in person.

Don’t have a website to point people to for registering, or prefer to have a nice clean and professional looking landing page for your event registrations? Connection Card Pro has you covered with our easy to create Landing page that you can create when creating your event!

Automatic Event Reminders will be sent out 3 days before the event which will include a copy of their tickets or confirmation, keeping your event at the forefront of their mind and ensuring they have a copy of their tickets/confirmation in case they misplaced their original! 

 Creating an Event

From the menu:
Events > New Event

Basic Information: Enter your basic Information for your event,  including the option to create and use a landing page for your event registration! If you would like to use a Discount code, you will need to finish setting up your event first before creating that. You can then create your discount code by going to Events > Discount Codes.

Click “Save” to continue to the next step.

Registration Settings: In this step you will set your Registration Settings for the overall registration and the primary registrant. Our registration tiers are designed for different levels of an event, for example if you offer a 3-day event, with options to register for just 1 or 2 days or for the full event.

TIP: Require an email and/or phone number to help the system match a registrant if this person is already in the database, to avoid duplicates being created.

Click “Add Field” to add additional information. If you need help with creating a form field for additional information you require for this event you can see our help doc for Custom Forms. We recommend finishing the entire Event Creation first to see if your event is missing anything. Then if there is still something to add you can edit your event (Events > View Events > Edit icon to the right of your event) and go to the page needed to add in a custom form field.

Click Save to continue to the next step.

Participant Settings: In this step you will set your Participant Settings.

Click Save to continue to the next step.

Seat Map: You will only see this page if you choose to use a seat map on the Basic Information step. This will allow your participants registering to pick their seats during registration online.  See our help document on Creating a Seating Chart for more help.  Click Save to continue to the next step.

Payment Settings: Here you can set up your payment settings. By entering your Register, Fund, Income Account and Expense Account here, all online payments for this event will be automatically recorded in your Accounts Receivable register and automatically transferred to the selected register above when the payout occurs. (This can be changed in your organization’s payment settings.).

Tip: Expense Account – When determining your expense account, remember this is just for recording any payment processing fees related to this online registration.

Click Save to continue to the last step!

Confirmation Settings: Fill out all necessary fields here for Parking, Check-in Instructions, type of tickets, etc.

When selecting which email you would like confirmations to be sent from, note only emails that are registered as an Admin will be listed here. To add another Admin’s email to this list, go to Manage > Administrative Users > Add New 

OR, if you prefer to have it sent from your organization without anyone’s name, go to Communications > Settings > Sender Emails to manage additional email addresses that can be used for sending emails.

Click Save Event!

Automatic Event Reminders

3 days before the event a reminder with ticket(s)/confirmation will be automatically sent to registrants! 

If you still have questions or require additional help, please contact our support team by clicking on the Help button > Contact Support.
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