Create a Membership, Create a Program, Registration Options: Create and Manage, Registration Options (Programs, Tickets, and More)

PROGRAM QUESTIONS

Questions only appear during registration, and are most usefully used to gather additional information that is considered program-specific. Questions are free-form, and answers can take many different forms. Questions allow registrants to share additional information during the registration process for specific registration programs. Questions can be added to existing programs or can be created along with a new program.

Smart questions are a way to futher enhance registrations in Cogran. When registering for a program, all registrants will fill out most of the same registration forms. However, in some cases, more information needs to be gathered when a customer is registering for a particular program. This information might be an additional waiver, an additional fee, or simply more information.

  • Select Registration Setup>Choose a Registration Option such as a Program, Membership, or Team.
  • Search for your Registration Option/Create New
    • If creating a new Registration Option, fill out the required fields and as many as the additional fields as necessary
  • In the list of available Registration Option, view your Registration Optionin the LIST view.
  • Click the Go-to Menu
  • Select “Questions”
  • Click the pink button, “add.”

Tab One: Question to Ask: Enter the text of your question here.

  • Question Order: Use this code to order questions.
  • Make Answering this Question Required: If this question is required, registrants will not be able to progress in their registration until this question is answered. This applies to any answer type.
  • Question Type: Choose the way that this question will work
    • Choose a Response Option: If a drop-down is desired, choose a list of response options. (For more info on this, scroll down to Sample Response Types, and to add more, follow these instructions.
    • Free Entry: Allow users to add information in answer to questions

Tab Two: Reports and Admin Features

  • Reporting Category: Questions may fall into categories for easy reporting. Choose a reporting category here.
  • Short Description for Reporting: Add a short description of this question for easy report headers
  • Admin View Only: Used for special pricing
  • Security Role: Select to restrict report view to this security role. Allows participant to enter value but view is restricted by role.
  • Archive

Tab Three: Clone from another Program/Membership:

  • Copy the questions and answer options from any other Registration Option. Select the Registration Option from the list and save.

Tip: This will overwrite any question currently being created in this modal.

SAVE

Sample response types:
  • Dropdowns: Use Cogran’s pre-created dropdown responses or add new ones (here’s how).
    • Precreated dropdown options are:
      • Yes/No
      • Rate 1-5
      • Agree
      • Satisfaction
      • Sizes
      • Directions
      • Temperatures
      • Months

Updated 2/13/24

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