Start a conversation Sign in
Start a conversation
  1. Xenegrade
  2. Web Registration Module
  3. Display Features

Instruction Boxes (WebReg)

Instruction Boxes display user-defined text on various pages of the WebReg module. In some cases, the Instruction Box also displays a header or title for the displayed text.

TIP:  When pasting text from Microsoft Word, do not paste directly.  Use the "Paste From Word" button when pasting.  That will be the paste button with a "W".  Also check the "Remove style definitions" when pasting. Using this method prevents all the styling and HTML code that may interfere with layout of the page where the Instruction Box will display.

Navigation

Admin/Security > Settings > Instruction Boxes

Applies To:    Enterprise    Plus    Basic

To modify the existing Instruction Box text, edit the row for the Instruction Box desired. If any of the Instruction Boxes listed below are not in your search results list, use the New button to add it. In each record, the following two fields are available.  Unless otherwise stated below, each field is used.

  • Header:  Used as a title or header identification.  This is not used for every text location
  • Description:  The text to be displayed.  The text can be informational or instructional.  The location displayed is listed with each option below.  Basic HTML is supported in the Description field. Be aware that some HTML can adversely affect the visual display of the entire page.

TIP:  When pasting text from Microsoft Word, do not paste directly.  Use the "Paste From Word" button when pasting. That will be the paste button with a "W".  Also check the "Remove style definitions" when pasting. Using this method prevents all the styling and HTML code that may interfere with the layout of the page display.

Available Web Reg Instruction Boxes:

  • Branch Profile:  A description of the Branch for display on the mobile version of the WebReg module.  Displays on the initial menu page below all the menu options.
  • Billing Page:  Displays on the billing information page.
  • Billing Policy:  Displays where billing policy should be displayed.
  • Bundle Detail: Displays on the bundle detail page where clients select the course sections and add them to the cart.
  • Bundle Search: Displays on the bundle search page where possible bundles are listed.
  • Cart Display:  Displays on the Cart page.
  • Category Search:  Displays on the Category Search pages.
  • Change Course:  Displays on Change Course page, if enabled.
  • Checkout Accept Message:  This is the display message if the [Require Refund Accept] option is enabled for the WebReg module.
    • The default message is "I have read and accepted the following terms and conditions".
    • It is not recommended to make the message longer than the default message due to the limited available space.
    • It is not recommended to use HTML for this message except font color.
  • Checkout Financial Policy: The organization's financial responsibility policy.  If added, the requirement automatically displays at the Web Registration checkout. 
    • If the option is enabled for the WebReg module, the value of the [Header] field in the instruction box becomes the link text label next to the checkbox and the text will appear in the popup window.
  • Checkout Complete:  Displays on page after a successful order is submitted.
  • Checkout Review:  Displays on the final review page before the order is submitted.
  • Client Profile:  Displays on registrant's information page.
  • Conference Search:  Displays above the list on the Conferences display page.  (Enterprise and Conference versions only)
  • Consent Declined:  Text that displays when a client declines profile consent via the WebReg module. Should include instructions on how to register as an alternative to the WebReg module.
    • Note: This is one of the few Instruction Boxes that does not support HTML. HTML will be available during the WebReg upgrade by 2021.
  • Consent Question:  Text that displays as the consent question on a client profile in the WebReg module
  • Consent Statement:  Display text for the Client Profile Consent to record personal information. This is the full statement the client sees when they click the Consent Statement link.
  • Contact Info:  General organization contact information.  Automatically displays on the footer of all Web Registration pages.  Email or phone number may be required for credit card PCI compliance.
  • Course Display:  Displays on the detailed listing of a course.
  • Cross-selling Header:  Displays above the Cross-Selling course list at the bottom of the Course Display page.  If no value is entered, the internal default message displays instead. (Enterprise version only)
  • CoRequisites Header:  Displays above the CoRequisites course list at the bottom of the Course Display page.  If no value is entered, the internal default message displays instead. (Enterprise version only)
  • Department Search:  Displays on the Department Search pages.
  • Drop Course:  Displays on Drop Course page, if enabled.
  • Email Change:  Enter the text desired to display in the Change Course email confirmation.  Header displays above the Change Course details.
  • Email Drop:  Enter the text desired to display in the Drop Course email confirmation. The header displays above the dropped course details.
  • Email Confirmation:  When a client completes a registration purchase from the WebReg module, an automated email is sent to the client.  The email contains a user-defined header and footer with the course details embedded after the footer.  If the client's email supports HTML, the confirmation email is in HTML format.  Otherwise, the email is in text format.  Included in the email are course details, schedule, days, location, map link, directions, fees, alternate schedule, refund policies, and other related information if entered.
    • Email Address:  Allow a staff member to receive an email for every registration entered via the Web Registration Module.  Enter the full email address.  This value is in the Branch Profile Web Text settings.
    • Email Header and Footer:  Enter the text desired to display in the email confirmation.  The header displays above and the footer displays below the course details and receipt information.  Required.
    • There is an alternate email notification option for Course Sections that is attached to a Department.  The Department record has an Alt Email Address field.  If this field contains a value, any WebReg registrations for Course Sections for this department will also send a CC: email to this email address in addition to the Notification Email Address.
  • Forgot Login:  Displays on forgot user name and password page.
  • Inquire Page:  The text for the Inquire Email.  (Enterprise version only)
  • Marketing OptIn:  Displays as the question for the Client Profile Opt-In/Out Preferred Marketing methods.
  • MyAccount Balances Due:  The text on the page of MyAccount where balance dues are displayed.
  • MyAccount Memberships New:  The text on the page of MyAccount where the client memberships are displayed when it is a new account.
  • MyAccount Memberships Renew:  The text on the page of MyAccount where the client memberships are displayed when it is an existing account.
  • MyAccount Payments:  The text on the page of MyAccount where amounts to pay and payment method are selected.
  • MyAccount Payments 2:  The text on the page of MyAccount where amounts to pay are reviewed before submission.
  • MyAccount Payments 3:  The text on the page of MyAccount after a successful balance due payment.
  • MyAccount Registration: The text on the page of MyAccount where a client can see past registrations and related links like evaluations and certificates.
  • New Account Email: The body text of the email sent to the email address when a new client account is added via the WebReg module. This feature must be enabled via the Branch Profile.
  • Privacy Policy:  General organization privacy statement.  Automatically displays on footer option of all Web Registration pages.  May be required for credit card PCI compliance.
  • Product Link Header:  Displays above the Products Link list at the bottom of the Course Display page.  If no value is entered, the internal default message displays instead. (Enterprise version only)
  • Product Search:  Displays on the Product Search pages.
  • Profile Residency: Adding this Instruction Box enables the Resident field in the Client Info to display as an account profile question on the WebReg module.  The Description field is not used.  Enter into the Header field the question to display next to the field.  There is a 25 character limit.  Example:  Do you reside in Florida?
  • Program Search:  Displays on the Program Search pages when launched from the menu.
  • Refund Policy: General organization refund policy.  Automatically displays on footer option of all Web Registration pages, on receipts, and at Web Registration checkout. 
    • If the [Require Refund Accept] option is enabled for the WebReg module, the value of the [Header] field in the instruction box becomes the link text label next to the checkbox.
    • May be required for proper credit card PCI compliance.  Enterprise users, see Policies for additional options.
  • Search Ed2Go: Displays above the categories and course list when the Ed2Go Categories menu option is added.
  • Search ProTrain: Displays above the categories and course list when the ProTrain Categories menu option is added.
  • Search Results:  Displays on results of a search.
  • Sign In:  Displays on the account login page to the left under the menu.
  • Sign In Top:  Displays on account login page above the account login form fields.
  • Site Description:  Displays on the first page customers view when they enter the site.
  • Standard Search:  Displays above the search fields on the Search page.
  • View Pages (1+):  Displays a full page as designed by the user.  See View Pages. (Enterprise and Conference versions only)
  • Workshops (add):  Displays on the Conference Workshops add option.  (Enterprise and Conference versions only)
  • Workshops (view):  Displays on the Conference Workshops view option.  (Enterprise and Conference versions only)
Choose files or drag and drop files
Was this article helpful?
Yes
No

  1. Rick Stern

  2. Posted
  3. Updated

Comments