2019 is coming to a close, so it's time for your books to do the same!

Page tree

With this process, you can create a form that families use to register at your parish. You can then pull the information into new family records or update existing records.

Creating a Web Registration Form

Create a registration form for your parish's website. When families complete the online form, the registration data is saved to our secure web server.


 To create an online registration form for your website
  1. Navigate to Families > Processes > Family Online Registration.
  2. Select Create Web Registration Form, and select your site management option. Click Next.
  3. Read the process description, then click Next.

    Useful Information

    Note that this process creates a Read Me file, as well as HTML, CSS, and JavaScript files. You'll copy these files and send them to your website manager at the end of this process.

  4. Enter the form name and brief introduction to display at the top of your web form.
  5. Select the sections you want to display on the web form, and click Next.
  6. If you selected to show sacraments, user keywords, and/or pledges, select the options to display on the form. Click Next.

  7. If you selected to show ministries and/or talents, select the options to display for those fields and for the status field on the form. Click Next.
  8. Select the fields you want to include on the form. You can edit field names in the Edit to Show on Form column. Click Preview the Form to see what the fields look like on your web form.
  9. Then select which of those fields you want to require the family to enter when registering. An asterisk (*) displays on the form beside the required fields you select. Click Next.
  10. Enter the email address of the person to notify after a family registers online. Typically, this is the person who processes registrations.
  11. Compose the confirmation email that each registering family receives.
  12. If you want to redirect families to another webpage after submitting their form, enter the URL. Enter the number of seconds to show the confirmation page before redirecting.

    Tip

    Enter 0 seconds to go directly to the webpage without showing confirmation.

  13. Click Next.
  14. Select a registration layout. If you plan to allow parishioners to enter registration information on a tablet, select Mobile-Friendly View.
  15. Select whether to create multiple files or a single file.
  16. Select whether to store or transfer the files, and enter any necessary information.
  17. Click Finish or Transfer.


After the files are created, copy them and have your website manager put the form on your website. As families fill out the form, the person you entered as the "Notice Email Address for Your Church" receives an email. Once you get registration forms back, you're ready to check and register families.

Creating and Emailing a Registration Form

Create a registration form to email to families. When families complete the form, the registration data is saved to our secure web server.

  

 To create and email an online registration form
  1. Navigate to Families > Processes > Family Online Registration.
  2. Select Create and Email Registration Form, then click Next.
  3. Read the process description, then click Next.

  4. Enter the form name and brief introduction to display at the top of your form.

  5. Select the sections you want to display on the form, and click Next.
  6. If you selected to show sacraments, user keywords, and/or pledges, select the options to display on the form. Click Next.
  7. If you selected to show ministries and/or talent keywords, select the options to display for those fields and for the status field on the form. Click Next.
  8. Select the fields you want to include on the form. You can edit field names in the Edit to Show on Form column. Click Preview Form to see what the fields look like on your form. Click Next.
  9. Enter the email address of the person to notify after a family registers. Typically, this is the person who processes registrations.
  10. Compose the confirmation email that each registering family receives.
  11. If you want to redirect families to another webpage after submitting their form, enter the URL. Enter the number of seconds to show the confirmation page before redirecting.

    Tip

    Enter 0 seconds to go directly to the webpage without showing confirmation.

  12. Select whether to email the form with existing information displayed so families can update it, or email a blank form for families to complete. Click Next.
    • If you selected blank form, click the add icon  and enter the family names and emails. These can be added as new records once families register.

    • If you selected to send existing information, select which families to email the form to. Only families who have an email address are included.

  13. Click Next.

  14. Review and verify the email list, then click Next.
  15. Click Setup to enter or verify your email server information. Then, enter the email information and message.

  16. When you're ready to send the form, click Email.

  

As families fill out the form, the person you entered as the "Notice Email Address for Your Church" receives an email. Once you get registration forms back, you're ready to check and register families.

Checking and Registering Families

You receive an email when families submit the online registration form. You can then view registrations, add new families, or update existing family records.

  

 To check for and process registrations
  1. Navigate to Families > Processes > Family Online Registration.
  2. Select Check and Register Families, and click Next.
  3. If you have a large number of forms to process, the program processes batches of 25 forms at a time. Otherwise, you can select the families you want to create or update records for.
  4. If you no longer need a family's registration, select Delete Form to delete it from the web server.
  5. Review the family information, and make any necessary changes.
  6. To match this family's information with an existing family record, click Find a Family and select the family. You can then select which data to use.
  7. When you're ready to process the registrations, click Next.
  8. To post the information, click Finish.
  9. If you have a large number of forms, you can process the next batch(es) until all forms are processed. Or, you can exit the process and register the remaining forms later.


Related Topics