One very important and large area of Salesforce is our Online Registration (OLR) system. Many departments are CES offer public events, conferences, workshops, and courses which require registration and most require payment. These events are listed on our website (www.collaborative.org) but their source and where they are managed lies within Salesforce.
What Happens on the Website?
Viewing the Event
On the website we have Courses and Events that include all the generic information about them. On the right side of the Event/Course is a list (in a dropdown) of the Sections someone can sign up for.
People select what they want from these, which are Locations, Ticket Types, etc., and add them to their cart. Then they are brought through the commerce OLR system.
Filling out the Registration(s)
We have a registration form called Master, that includes all of the fields available. The fields are then hidden based on the type of events/courses added. For instance if it’s a Licensure course, Licensure specific fields will show as well as our general required fields.
The person filling out the order will need to fill in a separate registration form for every person attending and for each event in their cart (for instance 3 people going to 2 events means 6 forms).
Providing Billing Information
Then they will be brought to the Billing page. For Salesforce purposes, we ask if they are an Individual paying or if they are an Organization paying. If they are an Organization, they need to include a Contact Name as well so we know who to contact about the order.
Providing Payment Information
They then fill out their payment information. We accept Check, Credit Cards, and Purchase Orders.
If they pay with a credit card, when they click Next, it will try to process their credit card before completing the order. It is important that the Billing Information they entered matches what’s on the credit card and is often the reason why people have trouble or get rejected when trying to run their card.
Completing the Order
After they submit their payment, the order is completed and is then sent to Salesforce. An email is sent out to the person placing the order that provides a brief summary of their order.
An order email is also sent out to the registrar of the Event/Course that was purchased
