TeamRaiser Quick Registration

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Hello everyone,

So we are in the process of reviewing the final requirements with engineering as we intend to start development in february for release in summer 2012.

I have a few thoughts I would like some feedback on:

1) I have been thinking long and hard about the "registration issue" and my beleif is that once we have someone who has started the reg process the most important thing to do is to get them to complete it as quickly as possbile and prevent abandons. To this effect I am proposing that this registration redesign take a turn to actually promote "quick registration" as the standard best practice. This would basically mean that we will only ask the minimal set of questions needed inorder to complete a registration and all non essential questions would be presented in the particpant center to be completed after the registration is complete. This would mean that you could still ask survey questions but they would be a part of the participant center experience not part of the registration process.

2) I want to better promote the idea of registering using Facebook, asking for permission to FB profile data, and storing this profile data as part of the constituent record that we would then later make available in our CRM and Online Data Warehouse. From my perspective I want to provide Convio clients with the tool/hook that allows you to get these permissions and then store this data for future use. Within the scope of this project we wont be able to actually build out all the reporting and analytics tools, but the sooner we start collecting these permissions and data the better.



3) Additionally, I am looking at implementing the Facepile integration (shows the user all their friends who have taken action on this page) on the login screen for quick registration. The data behind this shows that when people see that other friends have taken action they are more likely to take action. Also I think there could be some secondary benefit that if I see a friend is already registered, I might go search for them and register for their team.

What are your thoughts?

Casey Flinn

Convio Product Management

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Comments

  • "...all non essential questions would be presented in the particpant center to be completed after the registration is complete."

    I think this is an awesome idea. Registration is crazy long.

    How would this be presented within the Participant Center? Would/Could it be tied in with Online Check-In? (Seems like OCI could stand a bit of work too. Two birds...)

    I think the registration questions and waiver would need to be complete before they can begin fundraising. And if that is the case, then perhaps we can make all of OCI required before fundraising? (Especially DSP/ISP. Please, please, please!)

    Please be careful that the Participant Center doesn't take any longer to load. It's right on the edge as it is. (A good chunk of people I see launch the participant center for the first time actually say 'WTF' out loud.)

    Also I have to say, that the biggest complaint we get about TR is still the email system in the participant center, and not the length of registration. I haven't really watched abandonment rates tho. Do you have Convio-wide stats for TR registration abandonment?

    Regards, B

  • "...we intend to start development in february for release in summer 2012."

    Does Convio have external beta testers for this sort of thing? I'd love to see it while input would still have some point.

    Regards, B

  • Brian Mucha:

    "...we intend to start development in february for release in summer 2012."

    Does Convio have external beta testers for this sort of thing? I'd love to see it while input would still have some point.

    Regards, B

    Every TR client is a stakeholder so I will be posting screen shots and other materials for this.

    There is no planned Beta for this but when we get closer to release we will look at the rollout and preview options

    Thanks,

    Casey

  • Brian Mucha:

    "...all non essential questions would be presented in the particpant center to be completed after the registration is complete."

    I think this is an awesome idea. Registration is crazy long.

    How would this be presented within the Participant Center? Would/Could it be tied in with Online Check-In? (Seems like OCI could stand a bit of work too. Two birds...)

    I think the registration questions and waiver would need to be complete before they can begin fundraising. And if that is the case, then perhaps we can make all of OCI required before fundraising? (Especially DSP/ISP. Please, please, please!)

    Please be careful that the Participant Center doesn't take any longer to load. It's right on the edge as it is. (A good chunk of people I see launch the participant center for the first time actually say 'WTF' out loud.)

    Also I have to say, that the biggest complaint we get about TR is still the email system in the participant center, and not the length of registration. I haven't really watched abandonment rates tho. Do you have Convio-wide stats for TR registration abandonment?

    Regards, B

    1) the waiver would have to be completed before access to the PC2. For the multi reg scenario, if you register someone else, and you have a waiver, the first thing they will see in PC2 will be to read and accept the waiver.

    2) EVERYONE. Brian brings up a good point about requiring the survey questions before the user can begin fundraising - what are your thoughts one this?

    3) Gotcha on the PC2 load times

    4) Let me check with Noel / IT as to whether or not we have site wide registration abandonmnet rates. From my conversations with clients the registration issue has been about how do we get more people through registration quickly.

    Thanks

    Casey Flinn

  • Casey Flinn:

    1) the waiver would have to be completed before access to the PC2. For the multi reg scenario, if you register someone else, and you have a waiver, the first thing they will see in PC2 will be to read and accept the waiver.

    2) EVERYONE. Brian brings up a good point about requiring the survey questions before the user can begin fundraising - what are your thoughts one this?

    3) Gotcha on the PC2 load times

    4) Let me check with Noel / IT as to whether or not we have site wide registration abandonmnet rates. From my conversations with clients the registration issue has been about how do we get more people through registration quickly.

    Thanks

    Casey Flinn

    "...if you register someone else, and you have a waiver, the first thing they will see in PC2 will be to read and accept the waiver."

    That would be a very cool change right there.

    Regards, B

  • Brian Mucha:

    Noticed this related doc after posting a reply.

     

    http://community.convio.com/t5/Luminate-Online/TeamRaiser-Registration-Redesign-Mockups/m-p/21268

     

     

    Regards, B

    I notice in these old mock-ups that the discount code field has been moved. I like the new location. Here's another idea.

    We had a big problem with emailing discount codes. The recipient would often copy and paste the code from the email and inadvertantly include a leading or training space or some other character. (We send - Your discount code is: 2322. And they paste in ' 2322'.) Seems like a silly problem, but it happened all the time, even when the discount code would be alone on a single line. (And of course the WYSIWYG often adds funny stuff even when the email creators understand the issue.)

    So I added a custom page to the TeamRaisers. And now we email a link, like so...

    http://www.heroesforlife.org/site/TR?sid=1550&fr_id=1310&pg=informational&dc=myDiscount

    This page just grabs the code out of the queryparams and puts it in a readonly input field from which they can copy without error. But it would be so much cooler if this could be the lead page into registration. Maybe as a hidden page that comes before step one? You could still keep the regular field later in the process for those that don't get the code via email.

    Regards, B

    / Yeah, post in Ideas.

  • Casey Flinn:

    1) the waiver would have to be completed before access to the PC2. For the multi reg scenario, if you register someone else, and you have a waiver, the first thing they will see in PC2 will be to read and accept the waiver.

    2) EVERYONE. Brian brings up a good point about requiring the survey questions before the user can begin fundraising - what are your thoughts one this?

    3) Gotcha on the PC2 load times

    4) Let me check with Noel / IT as to whether or not we have site wide registration abandonmnet rates. From my conversations with clients the registration issue has been about how do we get more people through registration quickly.

    Thanks

    Casey Flinn

    No, no cross-client stats on abandonment, but we do track it for specific clients who set up google analytics funnels to watch this.  The most popular point of abandonment is the registration summary page -- epecially for clients that do not charge a registration fee.

    I do have an issue with making people complete their information before they can begin fundraising -- we never want to add roadblocks to fundraising.  It's not really a "bonus" for the participant to get to start fundraising -- it's a bonus to the organization.  We want them in the door and fundraising asap.  Which begs the question -- when and how to we "force" participants to complete their registrations?

  • Noel Beebe:

    No, no cross-client stats on abandonment, but we do track it for specific clients who set up google analytics funnels to watch this.  The most popular point of abandonment is the registration summary page -- epecially for clients that do not charge a registration fee.

    I do have an issue with making people complete their information before they can begin fundraising -- we never want to add roadblocks to fundraising.  It's not really a "bonus" for the participant to get to start fundraising -- it's a bonus to the organization.  We want them in the door and fundraising asap.  Which begs the question -- when and how to we "force" participants to complete their registrations?

    "we never want to add roadblocks to fundraising"

    I certainly agree, and thats a great reason to shift the non-critical questions to an autoresponder or coaching email pushed survey. But there are sometimes questions that we must get answered, and these are the only way.

    The issue I have with Instant/Delayed Self-Pledge, which presents itself as part of Online Check-In, is that nothing forces participants to complete it. So in the end, we are doing a weekly email to a task built group - bascially nagging them until they comply. Sounds like the 'required' registration questions are tipping into this same bucket

    I'd rather have DSP required (and part of checkout) and the questions optional, if anything.

    So, perhaps the OCI page is open by default - which they can click away from and start fundraising - until the complete all the steps (Survey, DSP, etc.)

    Regards, B

  • Noel Beebe:

    No, no cross-client stats on abandonment, but we do track it for specific clients who set up google analytics funnels to watch this.  The most popular point of abandonment is the registration summary page -- epecially for clients that do not charge a registration fee.

    I do have an issue with making people complete their information before they can begin fundraising -- we never want to add roadblocks to fundraising.  It's not really a "bonus" for the participant to get to start fundraising -- it's a bonus to the organization.  We want them in the door and fundraising asap.  Which begs the question -- when and how to we "force" participants to complete their registrations?

    "The most popular point of abandonment is the registration summary page  -- epecially for clients that do not charge a registration fee."

    Ugh, they think they have completed the wizard.

    Is the cons record created by that stage? I bet you could build a group to email.

    /Had a nibble but he took my bait.

  • A quick registration process is always a positive thing, provided we are collecting the data that we need to manage the event.

    We question though, if participants will go to the participant center and provide the data that we are looking for at a later date.  We think that we will get minimal participation using this mechanism…perhaps that is o.k.

    Because we have varying needs across the different centers and events within a center, it is important on an individual center and event basis to decide which questions are mandatory and remain within the new "quick" process. If it is not possible to achieve that level of center/event customization, then we would prefer not chasing down people for data and opt to stay with the longer registration process.

  • Jim Thie:

    A quick registration process is always a positive thing, provided we are collecting the data that we need to manage the event.

    We question though, if participants will go to the participant center and provide the data that we are looking for at a later date.  We think that we will get minimal participation using this mechanism…perhaps that is o.k.

    Because we have varying needs across the different centers and events within a center, it is important on an individual center and event basis to decide which questions are mandatory and remain within the new "quick" process. If it is not possible to achieve that level of center/event customization, then we would prefer not chasing down people for data and opt to stay with the longer registration process.

    Jim, et al,

    take a look at this workflow i sketched...this is what im thinking.

    the basic premise is that the questions can be configured to:

    1) all be in the workflow

    2) some be in the workflow, and the rest in PC2

    3) all in PC2

    4) optional intercept to not allow access to PC2 without answering the survey questions

    5) mandatory intercept of waiver for someone registered via multi reg

    thoughts?IMG_20111206_170335.jpg

  • Casey Flinn:

    Jim, et al,

    take a look at this workflow i sketched...this is what im thinking.

    the basic premise is that the questions can be configured to:

    1) all be in the workflow

    2) some be in the workflow, and the rest in PC2

    3) all in PC2

    4) optional intercept to not allow access to PC2 without answering the survey questions

    5) mandatory intercept of waiver for someone registered via multi reg

    thoughts?IMG_20111206_170335.jpg

    Hi Casey,

    This is a great process redesign and I agree with the direction all the comments have gone so far. We frequently are asked about the potential to redesign pages or flow, the top three are:

    1) Why is Team a separate step, it is only a couple questions?

    - looks like you answered it in your flow diagram, awesome

    2) Can we add options on the upsells?

    a. here we have to go to additional questions, but those questions then appear in a different step

    b. I've used JQuery to inject custom inputs after the upsell selection and setting the value to a session value which is then inserted into the actual question on the additional question page... but that is an ugly hack and wouldn't be needed if you could get the reg/upsel on the same page as the questions

    3) Can we have a one page registration?

    a. I like your current breakdown but, it is possible with the APIs to make a one-page solution. Perhaps that could be considered as a solution here. I know that many clients would like it.

    Additionally, I'm going to throw in a request of my own... I think that Engineering is doing a great job of adding CSS hooks as they touch various templates. This registration flow could use a few more that would ease many simple UI requests (hide reg type when there is just one, font styles, etc). Proper IDs (start with letter not number, no periods) and consistent class naming (either cstmback or cstmBack) would be helpful on key elements. There are parts of the current reg flow where it is virutally impossible to simply change font size without traversing the DOM from .appArea.

    Thanks,

    Glen

  • Glen Peck:

    Hi Casey,

    This is a great process redesign and I agree with the direction all the comments have gone so far. We frequently are asked about the potential to redesign pages or flow, the top three are:

    1) Why is Team a separate step, it is only a couple questions?

    - looks like you answered it in your flow diagram, awesome

    2) Can we add options on the upsells?

    a. here we have to go to additional questions, but those questions then appear in a different step

    b. I've used JQuery to inject custom inputs after the upsell selection and setting the value to a session value which is then inserted into the actual question on the additional question page... but that is an ugly hack and wouldn't be needed if you could get the reg/upsel on the same page as the questions

    3) Can we have a one page registration?

    a. I like your current breakdown but, it is possible with the APIs to make a one-page solution. Perhaps that could be considered as a solution here. I know that many clients would like it.

    Additionally, I'm going to throw in a request of my own... I think that Engineering is doing a great job of adding CSS hooks as they touch various templates. This registration flow could use a few more that would ease many simple UI requests (hide reg type when there is just one, font styles, etc). Proper IDs (start with letter not number, no periods) and consistent class naming (either cstmback or cstmBack) would be helpful on key elements. There are parts of the current reg flow where it is virutally impossible to simply change font size without traversing the DOM from .appArea.

    Thanks,

    Glen



    glen@cathexispartners.com wrote:
    Additionally, I'm going to throw in a request of my own... I think that Engineering is doing a great job of adding CSS hooks as they touch various templates. This registration flow could use a few more that would ease many simple UI requests (hide reg type when there is just one, font styles, etc). Proper IDs (start with letter not number, no periods) and consistent class naming (either cstmback or cstmBack) would be helpful on key elements. There are parts of the current reg flow where it is virutally impossible to simply change font size without traversing the DOM from .appArea.

    THIS.

  • I'm also a proponent of the quick registration idea; however, I'm a bit hesitant about the notion of pulling survey questions out of the registration flow and making them optional.  I would anticipate that our response rates for those questions would fall off severely if you did that.  A significant segment of our participant base would fall under the multi-reg scenario - mostly parents registering their children or corporate team captains registering co-workers for our TeamRaiser events.  I think having the survey questions as part of the registration flow enables us to capture the answers to the questions for the secondary registrations (children, co-workers) in the quite common scenario that the secondary never actually logs into PC2 and does any active fundraising.  While they may not be active fundraisers, it is still critical that we capture the information because we're using the responses to survey questions as a means for segmenting our constituents into groups for targeted coaching emails, email campaigns and other communications.  If the survey questions were not part of the reg flow and a gateway to using PC2, then we'd never get answers to those questions for a big chunk of constituents.  At least in the current registration flow, our parents or corporate team captains are prompted to answer the questions on behalf of the secondary.  Our current implementation of survey questions is not optimal for a variety of reasons, but its better than nothing. Other orgs may put greater or lesser weight on survey questions, but for my 2 cents I think having them in the reg flow is better for us.

    I have no opinion on the waiver status...as we also have a redundant step during day-of-event to make sure that people have a signed waiver on file.  I would be fine with pulling that piece out and putting it into PC2.

    Regarding registration abandonment...based on Google Analytics data, we implemented a javascript customization to our site that has significantly reduced abandonment on the last step.  The customization was simply a pop-up message that prompts the user when he/she attempts to close the browser window or otherwise exit the page without completing registration.  This has made a big difference for us...I would recommend possibly putting something similar into your overall product roadmap.

    Additionally, we're making some design changes to make the multi-reg steps a bit more prominent - we found that a number of people are completing their own registrations prematurely when they intended to register one or more secondaries.  The "Register Another Person" button is somewhat inconspicuous with our current page layout...the user habit is to enter the name of the secondary registrant, then proceed to click "Complete Registration" which doesn't perform the desired function of registering a secondary.  I think if you made the multi-reg function a bit more prominent or extricated it from the primary registration flow somehow, it would cut down on failed/abandoned registrations even more.  I think right now the primary reg and secondary reg steps are too tightly woven together.

  • Derek Nadler:

    I'm also a proponent of the quick registration idea; however, I'm a bit hesitant about the notion of pulling survey questions out of the registration flow and making them optional.  I would anticipate that our response rates for those questions would fall off severely if you did that.  A significant segment of our participant base would fall under the multi-reg scenario - mostly parents registering their children or corporate team captains registering co-workers for our TeamRaiser events.  I think having the survey questions as part of the registration flow enables us to capture the answers to the questions for the secondary registrations (children, co-workers) in the quite common scenario that the secondary never actually logs into PC2 and does any active fundraising.  While they may not be active fundraisers, it is still critical that we capture the information because we're using the responses to survey questions as a means for segmenting our constituents into groups for targeted coaching emails, email campaigns and other communications.  If the survey questions were not part of the reg flow and a gateway to using PC2, then we'd never get answers to those questions for a big chunk of constituents.  At least in the current registration flow, our parents or corporate team captains are prompted to answer the questions on behalf of the secondary.  Our current implementation of survey questions is not optimal for a variety of reasons, but its better than nothing. Other orgs may put greater or lesser weight on survey questions, but for my 2 cents I think having them in the reg flow is better for us.

    I have no opinion on the waiver status...as we also have a redundant step during day-of-event to make sure that people have a signed waiver on file.  I would be fine with pulling that piece out and putting it into PC2.

    Regarding registration abandonment...based on Google Analytics data, we implemented a javascript customization to our site that has significantly reduced abandonment on the last step.  The customization was simply a pop-up message that prompts the user when he/she attempts to close the browser window or otherwise exit the page without completing registration.  This has made a big difference for us...I would recommend possibly putting something similar into your overall product roadmap.

    Additionally, we're making some design changes to make the multi-reg steps a bit more prominent - we found that a number of people are completing their own registrations prematurely when they intended to register one or more secondaries.  The "Register Another Person" button is somewhat inconspicuous with our current page layout...the user habit is to enter the name of the secondary registrant, then proceed to click "Complete Registration" which doesn't perform the desired function of registering a secondary.  I think if you made the multi-reg function a bit more prominent or extricated it from the primary registration flow somehow, it would cut down on failed/abandoned registrations even more.  I think right now the primary reg and secondary reg steps are too tightly woven together.

    Derek,

    • Clients would always be able to set survey questions as mandatory or not - the idea im proposing is more about whether or not we would then allow survey questions to live in PC2 and the reg work flow
    • For multi reg, great feedback. One piece of feedback I hear consistently is that for a parent registering a child, im sure they will know all the answers to the survey questions. But for someone like a captain or a company coordinator, would they realistically be able to answer all the questions? My thinking is to have one work flow for parents registering a child and another for "registering another adult" for lack of a better phrase right now. For the former, I see the current process of expose them all the survey questions and the waiver as fine, but for the later wouldnt it be better to:
      • allow the captain / other party to:
        • answer basic info: name, email, participantion type, team, self-donation, etc
        • send an email to the participant saying they are registered, click to get started
        • participant goes to their participant center where they have to "sign" the waiver and answer any mandatory survey questions before they go further
      • you say that these people tend to not go on to fundraise - we see these stats with other clients as well - so you are actually able to offload a lot of the question answering from the primary registrant to the actual particpant. I know in that some of our clients in the disease and disoder category ask survivorship questions that would be honest to answer - maybe even uncomfortable - for someone other than the participants.

         Thoughts?

    Casey

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