Priority Event Sign Up

Sometimes you want to give early access to an Event to certain groups of people. The easiest way to do this is using a Pricing Structure with different sign-up windows. In this guide, we will be specifically looking at members who were on the Waiting List for an instance of an Event Series and giving them priority sign-up to the next instance.

Instructions

Create Member List

First, you need to create the Member List that will restrict the option within the Pricing Structure.

1. Navigate to Email > Member List Manager.

2. Click “Add new”.

3. Create a Member List that shows anyone who has had an Event sign-up that is in the Waiting List and was in the last 7 days. It should look something like this:

   Open

   

   You may want to add extra criteria around Event type or something similar, but this is the main foundation of the required Member List for this example scenario.

4. Click “Save”.

Create Event Series

We now need to create the Event itself.

1. Navigate to Events > Events Calendar.

2. Click “Create Event”.

3. Complete the wizard to create the Event making the necessary steps below when you reach the appropriate place. This guide may help you: How to Create an Event Series

Make sure you are in “Advanced mode” in the top right-hand corner of the page.

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Add the Waiting List

When you reach the “Sign-up” tab:

• Change the “Sign up mode” to “Individual instances” only,

• Set a maximum number of attendees,

• And set “Waiting List” to “Yes”.

Create Pricing Structure

When you reach the “Costs” tab:

1. Set “Event has costs or sign-up options” to be “Yes”. You will need to do this even if the Event is free in order to use the Pricing Structure.

2. Complete the options about how a member will pay.

3. Change “Cost Type” to “Pricing Structure”.

4. Add the first Option which will be the priority option:

   1. Click “Add Option”.

   2. Add the Name and Description for the option.

   3. Under the “Pricing” tab, enter the cost of each instance.

   4. Under the “Eligibility” tab, add in your Member List you created earlier in the “Included Member Lists” field.

   5. Under the “Sign-up Window” tab, set when the sign up window should open and close. In this example, it is set to open 5 days before the Event, and close 3 days before the Event so that normal sign up can then open.

   6. Click “OK” to save the Option.

5. Add in the second Option which will be the standard sign up:

   1. Next to the first Option, click “Copy”.

   2. Edit the Name and Description.

   3. Under the “Eligibility” tab, remove the Member List from the “Included Member Lists” field.

   4. Under the “Sign-up Window” tab, set when the sign up window should open and close. In this example, it is set to open 3 days before the Event, after the Priority window has closed.

   5. Click “OK” to save the Option.

Once you are happy with the rest of your Event setup, click “Create Event” at the bottom of the page.

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