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Best Practice: Save Hours of Frustration with 15 Minutes of Testing

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We frequently receive calls asking us to change an event configuration after the event has opened for registration. These changes can frustrate to your constituents and create challenges for data reporting.To avoid these issues, follow this general procedure to test your event before you make it open to the public:

  1. Paste the event URL into a browser in which you are not logged in to Doubleknot.
  2. Add two of each registrant type to the registration.
  3. Continue the registration process. Be sure to complete each form for each registrant and for the overall registration to ensure that the right forms are being displayed at the right time.
  4. When you reach the shopping cart, click any Fix It items that are displayed and enter the requested information.
  5. If discounts can apply to this purchase, test every variation of the discount.
As you go through the process, ask the following questions:
  • Did I ask for the same information twice? For example, this can happen when you ask for name and contact information in the registrant attributes and on a form. (Use registrant attributes whenever you can to simplify registration for your visitors.)
  • Is there a form that should be assigned to the overall registration that's actually assigned to each registrant?
  • Are any forms assigned to the wrong registrant type?
  • Are required forms and fields clearly marked as required?
  • Are optional forms clearly marked as not required?
  • Are the correct costs displayed?
Following these simple steps will result in a better experience for your customers and staff. And remember, Doubleknot will always provide a free review of your event configuration to make sure that it’s as easy and efficient for your customers as possible. (If you want to take advantage of our free event review, we need at least three days of advance notice. Contact us at  doubleknot@doubleknot.com for more information or to request a review.)

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