Active Calendar

Page: Product Setup

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The Product Setup area is where you manage products for adding to events. Product Setup manages the following three area(s):



  • Product Categories: for the creation of a categorization structure for items you add to events. You can add as many product categories as required.
  • Product Fields: allow for creation of a library of questions to collect information when a user purchases a product assigned to an event.
  • Product Templates: allow for the creation of preconfigured items with set quantities, names, and information collection settings.




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Product Category

Product Categories known to the site are listed here. You can add new categories or edit the ones already defined.




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Add a Product Category

To add a new product type to your site:

  1. Click the Add new category link (or the "plus sign" beside it) to add a new product category.


  2. In the text box that appears, Enter a name for the product category.


  3. Select the Active option below the name text box to make this product category available for adding to events.


  4. Click Insert to save the product category, or click Cancel to discard your changes and return to the list of existing product categories.


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Change a Product Category

To change a product category that is already defined on your site:

  1. Click the Edit link to the right of the product category name for the product category you wish to modify.


  2. Make your changes to the current information. You can change the name of the category and its status (active or disabled).


  3. Click Update to save your changes, or discard your changes and leave the edit mode by clicking Cancel.


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Delete a Product Category

Product Categories, once in the system, cannot be deleted. If the product category is no longer in use you can disable the product category to prevent it from being added to events.


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Disable a Product Category

Product categories can be disabled to prevent future use by event authors on the Create an Event Page.

To disable a product category that is already defined on your site:

  1. Click the Edit link for the product category you wish to disable.

  2. Click the Checkbox labeled, "Active", ensuring that a check mark is not present in the box.

  3. Click Update to save your changes, or discard your changes and leave the edit mode by clicking Cancel.


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Product Fields

Product Fields offer a means of collecting additional information for items. A visitor is prompted to provide this information when they register for an event or add an item to their cart.



By default Event Publisher allows for collection of predefined information for items. Examples of these predefined fields are:
  • first name
  • last name
  • email


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Creating Product Fields

Product Fields allow for creation and management of a customized list of information that can be collected when any item is added to the cart.



It is important to note that Product Fields can be used for or any item added to an event. Additionally, Product Fields are made available to all calendar sites in your instance of Event Publisher.

When creating Product Fields you can select to collect information in one of four ways; Text, Yes/No, Single Choice, or Multiple Choice.


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Display Name

This text field is the value to be displayed as a title when an item that uses this product field is added to the cart. For example, if you need to collect the registrants highest level of education completed an appropriate display name could be: highest level of education completed.

Please note, this field is limited to a total number of 50 characters.


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Enabled

This checkbox is used to indicate the product field status of enabled or disabled. An enabled product field will display on the list of available item questions when creating or editing an event. A disabled product field will not be displayed on the list of available item questions when creating or editing an event.

Clicking on the check box controls if a product field is enabled or disabled. If the check box is blank (unchecked) the product type is disabled. If the check box has a check mark symbol (or is checked) the product field is enabled.

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Type

This drop down menu controls how (and in certain cases what) information is collected for this product field. Visitors will be prompted for this information when an item that uses this product field is added to the cart. You can only select one option from the list of available types, each of the available options is described below.

  • Text: Selecting this product field type will allow the visitor to type a text input in response to the information requested by the product field. This type is best suited when the response(s) that will be generated will vary greatly and predefined responses may not be appropriate.


  • Yes/No: Selecting this product field type will present the visitor with a check box that they can check to indicate a "yes" or "no" response. It is important to note that this field is presented to the visitor as a single check box, not two separate yes or no check boxes. Therefore, it is important that you phrase your "Display Name" in a manner that will encourage the visitor select the checkbox for a "yes" response and leave the checkbox blank for a "no" response.


  • Single Choice: Selecting this product field type will allow the visitor to select a single response from a list of predefined values. This product field type is unique in that it allows for you to specify the list of responses (information) that will be available to the visitor. If you select Single Choice as the type you must specify the acceptable responses in the "Options" text box. Each option should be listed on a new line. For example, if your available responses are: North, South, East, and West, you should enter them into the box like so:

    North
    South
    East
    West


    This type is best suited when the response that will be generated should be limited to a predefined group of acceptable values and the visitor is only intended to select one item from the list of options.

  • Multiple Choice: Selecting this product field type will allow the visitor to select one or more than one response(s) from a list of predefined values. This product field type is unique in that it allows for you to specify the list of responses (information) that will be available to the visitor. If you select Multiple Choice as the type you must specify the acceptable responses in the "Options" text box. Each option should be listed on a new line, for example if your available responses were: Red, Yellow, and Blue, you should enter them into the box like so:

    North
    South
    East
    West


    This type is best suited when the response that will be generated should be limited to a predefined group of acceptable values and the visitor should be able to select more than one item from the list of options.


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Insert / Update / Cancel

When working with Product Fields there are three possible actions, theses action are: Insert, Update, and Cancel. Clicking Insert will add a new product field to the list. Selecting Update will save any changes that you have made to an existing product field. Lastly choosing cancel will discard all changes to the new or existing product field and return to the list of existing product fields.
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Product Templates

Allow for the creation of preconfigured items with set quantities, names, and information collection settings.



Using product templates allows your site administrator to create items that you can quickly add to an event for registration, tickets, or purchasable items.


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Creating Product Templates

It is important to note that Product Templates can be used by any user creating events. Additionally, Product Fields are made available to all calendar sites in your instance of Event Publisher.



  1. Click Add new template.


  2. When creating Product Templates you can set the following:
    • Product Name: The name of the item to be displayed on the event details view or registration form.
    • Product Description: The text to be displayed on the event details view or registration form that provides additional information about the particular product.
    • Payment Type: Select if the item is free, paid, or a donation.
    • Product Type: Select Registrant or Sale item.
    • Cost: If the item uses a payment type of paid, specify the dollar amount for each individual item here.
    • Quantity: Set the number of available items. Please note, this is not a global inventory, it will be the quantity assigned to the item for each event or events.
    • Product Category: Select the product category to which this item belongs.
    • Locked: Select this checkbox to prevent event authors from modifying this item when it is added to an event.
      • Please note, any modifications made to this item by event authors will be for a single event only. Authors can not modify the attributes of the product type globally from the create an event screen.
    • Item Questions: Select information to be collected for this item. This could include first name, last name, as well as any of the product fields configured for you calendar. Additionally you can add a custom question for the item by selecting, "Add a Question".
      • Please note, questions added to the product template will not be added to the global collection of product fields.

  3. Click the link labelled, "Insert".


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Other functions

Click Refresh or the icon beside it to reload the list of known product types from the database.