« previous next »
Pages: 1 ... 59 60 [61] 62 63 ... 98   Go Down

Author Topic: Chekin' in  (Read 196081 times)

Hollis Brown

  • Administrator
  • Hero Member
  • *****
  • Posts: 7827
    • View Profile
Re: Chekin' in
« Reply #900 on: November 23, 2021, 01:32:37 PM »
Logged

Daniel Abrams

  • Administrator
  • Hero Member
  • *****
  • Posts: 7173
    • View Profile
    • LionsGate Creative :: Create Differently
Re: Chekin' in
« Reply #901 on: November 23, 2021, 01:56:58 PM »
Okay, I think I go 'em all.
Logged
LionsGate Creative
lionsgatecreative.com
Creating differently.

Hollis Brown

  • Administrator
  • Hero Member
  • *****
  • Posts: 7827
    • View Profile
Re: Chekin' in
« Reply #902 on: November 23, 2021, 08:06:57 PM »
Logged

Daniel Abrams

  • Administrator
  • Hero Member
  • *****
  • Posts: 7173
    • View Profile
    • LionsGate Creative :: Create Differently
Re: Chekin' in
« Reply #903 on: November 23, 2021, 08:20:38 PM »
I agree. I thought we had it that way. Corrected. How is it now?
Logged
LionsGate Creative
lionsgatecreative.com
Creating differently.

Hollis Brown

  • Administrator
  • Hero Member
  • *****
  • Posts: 7827
    • View Profile
Re: Chekin' in
« Reply #904 on: November 23, 2021, 08:23:15 PM »
Quote from: Daniel Abrams on November 23, 2021, 08:20:38 PM
I agree. I thought we had it that way. Corrected. How is it now?
Good
Logged

Hollis Brown

  • Administrator
  • Hero Member
  • *****
  • Posts: 7827
    • View Profile
Re: Chekin' in
« Reply #905 on: November 23, 2021, 08:40:58 PM »
Logged

Daniel Abrams

  • Administrator
  • Hero Member
  • *****
  • Posts: 7173
    • View Profile
    • LionsGate Creative :: Create Differently
Re: Chekin' in
« Reply #906 on: November 23, 2021, 08:44:15 PM »
I'll have a look at this tomorrow.
Logged
LionsGate Creative
lionsgatecreative.com
Creating differently.

Hollis Brown

  • Administrator
  • Hero Member
  • *****
  • Posts: 7827
    • View Profile
Re: Chekin' in
« Reply #907 on: November 24, 2021, 11:54:16 AM »
Logged

Daniel Abrams

  • Administrator
  • Hero Member
  • *****
  • Posts: 7173
    • View Profile
    • LionsGate Creative :: Create Differently
Re: Chekin' in
« Reply #908 on: November 24, 2021, 04:10:06 PM »
Logged
LionsGate Creative
lionsgatecreative.com
Creating differently.

Hollis Brown

  • Administrator
  • Hero Member
  • *****
  • Posts: 7827
    • View Profile
Re: Chekin' in
« Reply #909 on: November 24, 2021, 08:00:31 PM »
Logged

Daniel Abrams

  • Administrator
  • Hero Member
  • *****
  • Posts: 7173
    • View Profile
    • LionsGate Creative :: Create Differently
Re: Chekin' in
« Reply #910 on: November 24, 2021, 09:11:47 PM »
Quote from: Hollis Brown on November 24, 2021, 11:54:16 AM
Capturing Guests

https://www.screencast.com/t/wOgrolqs
Yes. I'm thinking this also. First, form only requests Email Address. Step 1. Check to see if already exists as Member, Guest, Speaker, or Affiliate. If exists, give them option to login as that entity before they register (Step 2). If not discovered anywhere, or if they do not opt to login, tell them a Guest account will be created for them during the event registration process (Step 2). However, if they are discovered to already have a Guest account with that email address, then they must login as Guest first. If more than one account discovered (e.g., Member and Guest), then multiple options to login first. Yes?
Logged
LionsGate Creative
lionsgatecreative.com
Creating differently.

Hollis Brown

  • Administrator
  • Hero Member
  • *****
  • Posts: 7827
    • View Profile
Re: Chekin' in
« Reply #911 on: November 24, 2021, 11:05:42 PM »
That's more complicated than I imagined. I though we were just going to create a guest account, but maybe you're right.

You said: "First, form only requests Email Address." Does this mean that the first thing that happens when someone clicks link to register for Event when not already logged in is a single field form: [Email Address]?

If no, I'm confused.

If yes, then:
  • Check to see if Member... option to login. Yes for Member or Guest. I don't think we care at this point if they are Affiliate or Speaker.
  • If no listing, then create Guest Account.  Okay - Regardless of checking that box.
  • If discovered as Guest... must login. What is value to Guest logging in? Do they have Certificate archive?
  • If more than one account, then we should clarify. One might be simultaneously Member, Affiliate and/or Speaker, but not Guest. One would not be Member and Guest at the same time. If Guest joins, Guest membership should be converted to Member. If member stops paying dues, should become Guest.
Logged

Hollis Brown

  • Administrator
  • Hero Member
  • *****
  • Posts: 7827
    • View Profile
Re: Chekin' in
« Reply #912 on: November 24, 2021, 11:23:26 PM »
Quote from: Hollis Brown on November 24, 2021, 11:05:42 PM
That's more complicated than I imagined. I though we were just going to create a guest account, but maybe you're right.

You said: "First, form only requests Email Address." Does this mean that the first thing that happens when someone clicks link to register for Event when not already logged in is a single field form: [Email Address]?

If no, I'm confused.

If yes, then:
  • Check to see if Member... option to login. Yes for Member or Guest. I don't think we care at this point if they are Affiliate or Speaker.
  • If no listing, then create Guest Account.  Okay - Regardless of checking that box.
  • If discovered as Guest... must login. What is value to Guest logging in? Do they have Certificate archive?
  • If more than one account, then we should clarify. One might be simultaneously Member, Affiliate and/or Speaker, but not Guest. One would not be Member and Guest at the same time. If Guest joins, Guest membership should be converted to Member. If member stops paying dues, should become Guest.
https://www.screencast.com/t/YfREphMeiBw
https://www.screencast.com/t/yivE3g2sf
« Last Edit: November 24, 2021, 11:26:14 PM by Hollis Brown »
Logged

Daniel Abrams

  • Administrator
  • Hero Member
  • *****
  • Posts: 7173
    • View Profile
    • LionsGate Creative :: Create Differently
Re: Chekin' in
« Reply #913 on: November 25, 2021, 12:41:06 AM »
Quote from: Hollis Brown on November 24, 2021, 11:05:42 PM
That's more complicated than I imagined. I though we were just going to create a guest account, but maybe you're right.

You said: "First, form only requests Email Address." Does this mean that the first thing that happens when someone clicks link to register for Event when not already logged in is a single field form: [Email Address]?

If no, I'm confused.

If yes, then:
  • Check to see if Member... option to login. Yes for Member or Guest. I don't think we care at this point if they are Affiliate or Speaker.
  • If no listing, then create Guest Account.  Okay - Regardless of checking that box.
  • If discovered as Guest... must login. What is value to Guest logging in? Do they have Certificate archive?
  • If more than one account, then we should clarify. One might be simultaneously Member, Affiliate and/or Speaker, but not Guest. One would not be Member and Guest at the same time. If Guest joins, Guest membership should be converted to Member. If member stops paying dues, should become Guest.

Yes, it is yes.

Quote
Check to see if Member... option to login. Yes for Member or Guest. I don't think we care at this point if they are Affiliate or Speaker.
My thinking is that anyone (Member, Guest, Affiliate, or Speaker) logs in, then the form fields are auto-filled so they do not have to do that manually. Plus, I would add database field to EVENTS_REGISTRATIONS table which would note which group the Attendee belongs to: Member, Guest, Affiliate, Speaker. This would be viewable via Admin :: Manage Event Attendees. So, Admin would know who and what sort of people attended.


Quote
If no listing, then create Guest Account.  Okay - Regardless of checking that box.
Correct.

Quote
If discovered as Guest... must login. What is value to Guest logging in? Do they have Certificate archive?
Just for reasons outlined above.

Quote
If more than one account, then we should clarify. One might be simultaneously Member, Affiliate and/or Speaker, but not Guest. One would not be Member and Guest at the same time. If Guest joins, Guest membership should be converted to Member. If member stops paying dues, should become Guest.
Why convert Guest to Member?
We already have something in place to convert stale memberships to guests.
Logged
LionsGate Creative
lionsgatecreative.com
Creating differently.

Hollis Brown

  • Administrator
  • Hero Member
  • *****
  • Posts: 7827
    • View Profile
Re: Chekin' in
« Reply #914 on: November 25, 2021, 10:31:17 PM »
Quote
Quote
Check to see if Member... option to login. Yes for Member or Guest. I don't think we care at this point if they are Affiliate or Speaker.
My thinking is that anyone (Member, Guest, Affiliate, or Speaker) logs in, then the form fields are auto-filled so they do not have to do that manually. Plus, I would add database field to EVENTS_REGISTRATIONS table which would note which group the Attendee belongs to: Member, Guest, Affiliate, Speaker. This would be viewable via Admin :: Manage Event Attendees. So, Admin would know who and what sort of people attended.
Don't see much value in this, but no harm. Might prove useful as things evolve.

Quote
Quote
If no listing, then create Guest Account.  Okay - Regardless of checking that box.
Correct.
To be clear - If no Member or Guest account - Create Guest profile. Here's the rationale: We usually only promote Events to Guests and Members, not Affiliates or Speakers. If an Affiliate or Speaker registers, they then, apparently, want to be included in Event promotions.

1. Members pay dues and attend Events - We promote Events to them.
2. Guests attend Events - We promote Events to them.
3. Affiliates may attend Events, but not usually - We do not promote Events to them. Not for attendance anyway. We might invite them to sponsor.
4. Speakers may attend Events, but not usually - We do not promote Events to them.

If an Affiliate or Speaker attends, they may want to attend again, so we would want them on the Guest list.

Quote
Quote
If discovered as Guest... must login. What is value to Guest logging in? Do they have Certificate archive?
Just for reasons outlined above.
Might be worth our while to archive Guest Certs also. Will save admins time when they call asking for copies... which happens frequently.

Quote
Quote
If more than one account, then we should clarify. One might be simultaneously Member, Affiliate and/or Speaker, but not Guest. One would not be Member and Guest at the same time. If Guest joins, Guest membership should be converted to Member. If member stops paying dues, should become Guest.
Quote
Why convert Guest to Member?
The obvious answer is, Guest Joins.  Which is easier? Guest joins through normal process and is deleted from Guest roster, or Guest is somehow converted to Member. This would save new member from completing entire profile and avoid same person being listed both places. I don't care how we do it.


Quote
We already have something in place to convert stale memberships to guests.
Good
Logged
Pages: 1 ... 59 60 [61] 62 63 ... 98   Go Up
« previous next »