With Inventory and Selection-Based Actions, you can automate changes to your registration page based on how many spots are left or the registration options someone chooses. Whether you're increasing the price of your event when there are less than 100 spots less, revealing add-ons when a specific registration option is selected, or hiding options as availability decreases, these actions give you control over the registration experience.
For example, you can automatically hide a merchandise item when your registration options sell out, or display a special discount code when someone selects a Corporate registration option. These actions help streamline your workflow, guide registrants through a personalized experience, and ensure your page stays accurate and up to date.
Example Use Cases
When the inventory of your registration options drops below 30 registrations, increase the price for your event by $50
When someone selects the VIP registration option, require a specific sessions field that is not required for other registrants
On your standard registration option, hide a paragraph text field
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Getting Started
From the Pages screen, click the pencil icon under the page you want to edit
Go to the Actions tab
Click Create Your First Action, or click the + icon on your action if you already have actions on your page
Add Your Trigger
You can use RegFox to set up actions that trigger based on the current inventory for your registration options or the registration option a registrant selects on your page.
Add an Inventory-Based Trigger
Add an Inventory-Based Trigger
Pro Tip: You can target the entire Registration Options field with Actions, or target a specific selection within the Registration Options dropdown.
On the left-hand side, select the Registration Options field or select the specific registration option you want to target from the dropdown
Select your desired option, and add a quantity to the field below if needed
The Remaining Inventory Is option will trigger your action when the remaining inventory of a registration options field or an individual registration option reaches the level you set
The Inventory Sold Out option will trigger your action when the inventory of your registration options field or an individual registration option is sold out
The Quantity Sold Is option (specific registration option only) will trigger your action when the your registration option reaches a specific number of sold registrations
Click the + button if you would like to add multiple triggers
If you click this button, click the All of these must be true checkbox if you would like all of the conditions to be met to trigger your action
If this checkbox is not selected, the action will occur if any one of the conditions is met
Add a Registration Option-Based Trigger
Add a Registration Option-Based Trigger
Pro Tip: You can target the entire Registration Options field with Actions, or target a specific selection within the Registration Options dropdown. Targeting the Registration Options field will offer different actions than selecting a specific registration option in the dropdown.
On the left-hand side, select the Registration Options field or select the specific registration option you want to target from the dropdown
Select your desired option, and add a value/quantity to the field below if needed
The Is Completed option (Registration Options field only) will trigger your action when a registrant selects any registration option
The Is Not Completed option (Registration Options field only) will trigger your action when a registrant doesn't select any registration option
The Value Contains option (Registration Options field only) will trigger your action when a registrant selects a registration option containing a value you enter
The Value Ends With option (Registration Options field only) will trigger your action when a registrant selects a registration option ending with a value you enter
The Selection Is option (Registration Options field only) will trigger your action when a registrant selects a specific registration option you select
The Selection Is Not option (Registration Options field only) will trigger your action when a registrant doesn't select a specific registration option you specify
The Is Selected option (specific registration option only) will trigger your action when a registrant selects the specific registration option you specify
The Is Not Selected option (specific registration option only) will trigger your action when a registrant doesn't select the specific registration option you select
Click the + button if you would like to add multiple triggers
If you click this button, click the All of these must be true checkbox if you would like all of the conditions to be met to trigger your action
If this checkbox is not selected, the action will occur if any one of the conditions is met
Add Your Action
You can create a variety of actions in RegFox that are triggered by the current inventory or the registration option a registrant selects. Below are some of the action types you can set up to customize the registration experience.
Pro Tip: It is important to know that actions run from top to bottom. So if you have multiple actions in your RegFox page, actions towards the bottom can override actions above them. You have full control over the order of your actions and can reorder as needed. Because the order of actions can impact how your page behaves, we highly recommend previewing and testing your page before publishing it live. This helps ensure that all your actions work together the way you intend.
Show-Hide Actions
Show-Hide Actions
In RegFox, you can dynamically show or hide fields based on the inventory or the registration option a registrant selects. For example, you can automatically show a specific registration option when your inventory drops below 100 spots.
Pro Tip: Our actions automatically assume the opposite is true. For example, if a field is set to only show based on a certain condition, it will be hidden by default until that condition is met. Once the condition is met, the field will show.
Likewise, if a field is set to hide until a condition is met, it will by default show. For example, if a merchandise field is set to hide when someone selects your general registration option, this merchandise field will by default show until someone selects the general registration option.
By default, RegFox fields show all of the time, so if you would like to show your field at all times, no action is needed.
On the right-hand side, find and select Show or Hide
Choose the Field(s) or Function(s) that you would like to show or hide when the condition is met
Click the + button if you would like to add another action that occurs when the condition is met
Click Save Action
Click Save Now in the upper-right corner of your page to save your changes. Click Publish to publish these changes to your live page
Require/Don't Require Field Actions
Require/Don't Require Field Actions
In RegFox, you can dynamically require or not require fields based on the inventory or the registration option a registrant selects. For example, you can automatically require a specific merchandise field to be completed when someone selects the VIP registration option.
Pro Tip: Actions will override the default requirement settings you set on the page builder. Actions also automatically assume the inverse is true. For example, if you create an action to require a field based on a certain condition, this field will not be required by default, even if it is marked as required in the Page Builder settings. This field will only become required once the condition is met.
For example, if your meal choice field is required in the page builder, but you create an action to require this field when your inventory is below 200 spots, our system will automatically make the meal choice field not required until the inventory drops below 200. Even though the Page Builder has marked this field as required, the action takes precedence. After your inventory is below 200, the field will then become required.
If you want a field to always be required (or not required), no action is necessary. In this case, we recommend adjusting the Required setting within the Page Builder itself.
On the right-hand side, find and select Require or Not Require
Choose the Field(s) or Function(s) that you would like to require/not require when the condition is met
Click the + button if you would like to add another action that occurs when the condition is met
Click Save Action
Click Save Now in the upper-right corner of your page to save your changes. Click Publish to publish these changes to your live page
Select an Option Actions
Select an Option Actions
In RegFox, you can dynamically select an option based on the inventory or the registration option a registrant selects. For example, you can automatically select a specific multiple choice option when someone selects your Kids registration option.
Pro Tip: Select an Option actions will only take place when the condition event is met. If the condition event is not met, the Select an Option action will not take place. For example, if you create an action to select two specific sessions when your remaining inventory is between 100 and 300 spots, the session field will remain unselected by default until the inventory reaches that range. Once the inventory reaches the specified range, the required sessions will then be automatically checked.
On the right-hand side, find and select Select Option
Choose the Field(s) that you would like to target when the condition is met
Click Lock Selection if you would like to prevent registrants from changing their option
Click the + button if you would like to add another action that occurs when the condition is met
Click Save Action
Click Save Now in the upper-right corner of your page to save your changes. Click Publish to publish these changes to your live page
Note: Select an Option actions works with Registration Options, Sessions, and Multiple Choice actions. This action does not work with checkboxes and merchandise fields. If you do not have a Registration Option, Sessions, or Multiple Choice field on your RegFox page, the Select an Option action will not appear in your list of events.
Set Value Actions
Set Value Actions
In RegFox, you can dynamically set a value in a text field based on the inventory or the registration option a registrant selects. For example, you can automatically set the value of your text field to "N/A" when your inventory is sold out.
Pro Tip: Set a Value actions will only take place when the condition event is met. If the condition event is not met, the Set a Value action will not take place. For example, if you create an action to set a text field to "N/A" after the VIP registration option is selected, the text field will remain blank by default until that option is selected. After someone selects the VIP registration option, the text field will automatically be set to "N/A."
On the right-hand side, find and select Set Value
Enter the value you would like to enter in the text field
Choose the Field(s) that you would like to target when the condition is met
Click the + button if you would like to add another action that occurs when the condition is met
Click Save Action
Click Save Now in the upper-right corner of your page to save your changes. Click Publish to publish these changes to your live page
Note: Set a Value actions are designed to insert text into text-based fields and are not intended for adding financial amounts to pricing fields. If your page doesn’t include any text-entry fields, the Set Value action won’t show up in your list of available events.
Price Change Actions
Price Change Actions
In RegFox, you can dynamically update the price based on the inventory or the registration option a registrant selects. For example, you can automatically increase the price of your registration options by 15% once your VIP option has between 30 and 50 registrations sold.
Pro Tip: Price change actions will change the price only when the condition event is met. If the condition (aka trigger) is not met, the price change actions will not take place. For example, if you create an action to reduce the price of your merchandise from $10 to $5 when your general registration option is selected, the price of the t-shirt will remain $10 until that registration option is picked. When someone selects a general registration option, the price will then automatically change to $5.
Note: Price change actions affect each individual registration, not the total order amount. Because of this, if you're using our Group Registration feature, it's important to set up your price change action with the understanding that the discount or increase will apply to every registrant on the order.
For example, if you set a $30 discount on your VIP Registration Option for registrants who sign up when inventory is between 50-100, and someone registers two people in the same order during that range, the total discount on the order will be $60. The $30 discount will be applied to each registrant.
On the right-hand side, select your price change action
Set Price will set the price of the field(s) to a new value that you set. If this option is selected, set the price in the text field
Increase Price will increase the price of the field(s) by a $ or % amount that you set. If this option is selected, choose whether you would like to adjust the price by $ or %, and enter the value increase in the text field
Decrease Price will decrease the price of the field(s) by a $ or % amount that you set. If this option is selected, choose whether you would like to adjust the price by $ or %, and enter the value decrease in the text field
Apply Discount will apply a discount on the field(s) by a $ or % amount that you set. If this option is selected, choose whether you would like to adjust the price by $ or %, and enter the discount in the text field
Limit Discount will limit the discount on a field(s) to a certain number on merchandise and quantity box fields. If this option is selected, choose the limit of the discount in the text box that appears
Multiply Coupon increases the value of a coupon by the multiplier you set. This action multiplies the coupon's value when someone enters a valid coupon and meets the trigger condition. If this option is selected, set the multiplier in the text field that appears
Choose the Field(s) on which you would like to adjust the price when the condition is met
Click the + button if you would like to add another action that occurs when the condition is met
Click Save Action
Click Save Now in the upper-right corner of your page to save your changes. Click Publish to publish these changes to your live page
Note: This Limit Discount applies to merchandise fields and quantity boxes, not multiple choice fields, registration options fields, and donation fields.
Users must use the Apply Discount action for the Limit Discount action to work. If users do not use the Apply Discount action, the Limit Discount action will not apply.
Users must add the Apply Discount event and the Limit Discount event within the same action by clicking the + button on the right-hand side of the action. If users create two separate actions (even if they use the same trigger), the Limit Discount field will not apply.
Manage Your Actions
Find the Action you would like to manage, and click any of the following icons:
The pencil icon allows you to edit the action
The pages icon allows you to copy the action
The + icon allows you to create a new action
The trash can icon allows you to delete the action
FAQs
What's the best way to test my actions?
What's the best way to test my actions?
We recommend using Preview mode to test your actions. Preview Mode allows you to review the visual and communication experience of your registration page without processing real payments or saving data. Since Preview Mode respects actions and date-based conditions, you can test your page in real time to ensure everything functions as expected.
To use Preview mode, go to your RegFox edit page
Save any changes on your page by clicking Save in the top-right corner
Select the Preview button in the top right corner
Warning: Because the Preview mode is only used for testing, do not share this URL with registrants. This link will not accept real registrations or payments.
Why is my live page still showing pre-registration, offline payments, or credit card payment options when I've disabled these payment methods on my RegFox page?
Why is my live page still showing pre-registration, offline payments, or credit card payment options when I've disabled these payment methods on my RegFox page?
A common reason a disabled payment method still appears on the live page is that there is an action on the page that references that payment method. Actions override the payment settings in the page builder. So, if an actions includes a reference to a payment method, it will appear on the live page — even if that method is turned off in your settings.
To fix this, review your actions and remove any references to the payment method you no longer want to offer.