Select an Option and Set a Value actions allow you to automatically select choices or insert values on your event registration page based on specific conditions. This helps streamline the registration process for your registrants and ensures key information is captured accurately and consistently. For example, if someone chooses a specific registration type, you can have a particular session automatically selected for them, or populate a text field with a predefined set of text. Whether you're simplifying the registration experience or guiding them through required selections, these actions make your form more responsive and user-friendly.

Pro Tip: Select an Option or Set a Value actions will only take place when the condition event is met. If the condition event is not met, the Select an Option or Set a Value actions will not take place. For example, if you create an action to select two specific sessions when someone selects your Volunteer registration option, the session field will remain unselected by default until someone selects your Volunteer option. Once someone selects that Volunteer registration option, the required sessions will then be automatically checked.

Example Use Cases

Select a specific meal option when someone picks your General registration option
Automatically set the name of the Company for your registrants when they use your tracking link

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

First, add the trigger field(s) (if applicable) where you want to select an option or set a value. Below includes some example triggers you may want to utilize.

Create Actions Triggered by the Date

In RegFox, you can create actions that trigger based on the current date! For example, you can automatically select a specific session option if the date is before January 31.

On the left-hand side, select Date from the dropdown
Select one of the following options and add the desired date and time
- The Is option will select an option or set a value on a specific date
- The Is Between option will select an option or set a value between specific dates
- The Is Before option will select an option or set a value before a specific date
- The Is After option will select an option or set a value after a specific date
Click the + button if you would like to add multiple triggers
- If you add multiple conditions in a trigger and would like for all of them to be met in order for the action to take place, be sure to check the box that states: All of these must be true
- If this checkbox is not selected, the select option/set a value action will occur if any one of the conditions are met

Create Actions Triggered by the Registrant's Date of Birth

If using the Date of Birth field, you can create actions that trigger based on the registrant's date of birth. For example, you can automatically set the value of the "School Name" text field to "N/A" if a registrant is over 21.

On the left-hand side, select Date of Birth from the dropdown
Select one of the following options and add the desired date and time
- The Is Completed option will select an option or set a value when someone adds their date of birth
- The Is Not Completed option will select an option or set a value when someone does not add their date of birth
- The Date is Before option will select an option or set a value if the registrant's date of birth is before a specific date you set
- The Date is After option will select an option or set a value if the registrant's date of birth is after a specific date you set
- The Date Is option will select an option or set a value if the registrant's date of birth is a specific date you set
- The Day of the Week option will select an option or set a value if the registrant's date of birth is on a day of the week that you specify
- The Age Less Than option will select an option or set a value if the registrant is younger than the age you set
- The Age Greater Than option will select an option or set a value if the registrant is older than the age you set
- The Age Is option will select an option or set a value if the registrant is the age you set
Click the + button if you would like to add multiple triggers
- If you add multiple conditions in a trigger and would like for all of them to be met in order for the action to take place, be sure to check the box that states: All of these must be true
- If this checkbox is not selected, the select option/set a value action will occur if any one of the conditions are met

Create Actions Triggered by the Number of Registrants in an Order

If using our Group Registration feature, you can create actions that trigger when someone registers a specific number of people in an order. There are two different types of actions that you can use in RegFox.

The Registrants in a Transaction option is triggered when someone registers a specific number of people that you define. When triggered, this action applies to all registrants in the order.

The Specific Registrant option is triggered when someone registers a specific number of people, but the action only applies to the specific registrant(s) you designate.

For example, if a user sets an action to add the value "Group Registration" to one of your text fields for Registrants 3 and over...

Registrants in a Transaction: RegFox will add the value "Group Registration" for all registrants in the order. Registrants 1, 2, and 3 will all have the value "Group Registration" added in that text field
Specific Registrant: RegFox will add the value "Group Registration" only for Registrants 3 and over. Registrants 1 and 2 will still not have the value "Group Registration" on the text field. Only Registrants 3 and over will have this value set on the text field

On the left-hand side, select Registrants in a Transaction or Specific Registrant from the dropdown
Select one of the following options and add the value/date to the field below
- The Greater Than (Registrants in a Transaction option) option will select an option or set a value if a registrant registers a group larger than the number you set in a single order
- The Less Than (Registrants in a Transaction option) option will select an option or set a value if a registrant registers a group smaller than the number you set in a single order
- The Is (Specific Registrant) option will select an option or set a value if a registrant registers a group of the exact size you set in a single order
- The Date is Between (Specific Registrant) option will select an option or set a value if the registrant is registering between specific dates
Click the + button if you would like to add multiple triggers
- If you add multiple conditions in a trigger and would like for all of them to be met in order for the action to take place, be sure to check the box that states: All of these must be true
- If this checkbox is not selected, the select option/set a value action will occur if any one of the conditions are met

Pro Tip: If you want to trigger an action for a specific registrant in the group using the Specific Registrant option, we recommend entering the same number in both fields.

For example, to select a specific option only for the second registrant, we recommend selecting the Is (Specific Registrant) option and entering 2 to 2 in the text fields that appear.

Create Actions Triggered by the Tracking Link a Registrant Uses

If using our Tracking Link feature, you can create actions that trigger when someone uses a specific tracking link. For example, you can automatically set a value in the company field for registrants who come through a specific tracking link.

On the left-hand side, select Tracking Link from the dropdown
Select your desired option and select the tracking link(s) you want to target
- The Is option will select an option or set a value if a registrant uses the tracking link you select
Click the + button if you would like to add multiple triggers
- If you add multiple conditions in a trigger and would like for all of them to be met in order for the action to take place, be sure to check the box that states: All of these must be true
- If this checkbox is not selected, the select option/set a value action will occur if any one of the conditions are met

Create Actions Triggered by the Inventory of Your Event or the Registration Option Someone Selects

In RegFox, you can create actions that trigger based on the registration option someone selects. For example, you can automatically select a specific set of sessions if a registrant chooses the VIP registration option.

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 select an option or set a value when a registrant selects any registration option
- The Is Not Completed option (Registration Options field only) will select an option or set a value when a registrant doesn't select any registration option
- The Value Contains option (Registration Options field only) will select an option or set a value when a registrant selects a registration option containing a value you enter
- The Value Ends With option (Registration Options field only) will select an option or set a value when a registrant selects a registration option ending with a value you enter
- The Selection Is option(Registration Options field only) will select an option or set a value when a registrant selects a specific registration option you select
- The Selection Is Not option (Registration Options field only) will select an option or set a value when a registrant doesn't select a specific registration option you specify
- The Is Selected option (specific registration option only) will select an option or set a value when a registrant selects the specific registration option you specify
- The Is Not Selected option (specific registration option only) will select an option or set a value when a registrant doesn't select the specific registration option you select
- The Remaining Inventory Is option will select an option or set a value 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 select an option or set a value 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 select an option or set a value 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 add multiple conditions in a trigger and would like for all of them to be met in order for the action to take place, be sure to check the box that states: All of these must be true
- If this checkbox is not selected, the select option/set a value action will occur if any one of the conditions are met

Create Actions Triggered by a Registrant's Custom Selections on the Registration Page

In RegFox, you can create actions that trigger based on a registrant's selections. For example, you can automatically select a specific session when someone indicate their activity preferences.

On the left-hand side, select the custom field option you want to target
Select your desired option
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 select an option or set a value
- If this checkbox is not selected, the select option/set a value action will occur if any one of the conditions is met

Create Actions Triggered by a Registrant's Email or Other Text Inputs

In RegFox, you can create actions that trigger based on a registrant's email or other text they enter on the registration page. For example, you can automatically set the value of one of your text fields if a registrant's email contains regfox.com.

On the left-hand side, select Email or Text Field from the dropdown
Select one of the following options and add a value to the field below if needed
- The Is Completed option will select an option or set a value when a registrant enters text on the field
- The Is Not Completed option will select an option or set a value when a registrant doesn't enter text on the field
- The Value Is Exactly option will select an option or set a value when a registrant enters the exact text you specify
- The Value Is Not Exactly option will select an option or set a value when a registrant doesn't enter the exact text you specify
- The Value Contains option will select an option or set a value when a registrant enters text containing the value you specify
- The Value Ends With option will select an option or set a value when a registrant enters text ending with the value you specify
Click the + button if you would like to add multiple triggers
- If you add multiple conditions in a trigger and would like for all of them to be met in order for the action to take place, be sure to check the box that states: All of these must be true
- If this checkbox is not selected, the select option/set a value action will occur if any one of the conditions are met

Create Actions Triggered by a Coupon Code

In RegFox, you can create actions that trigger based on a coupon code that a registrant uses. For example, you can automatically select a specific registration option for your event if a registrant enters the coupon code VIPGUEST.

On the left-hand side, select Coupon Code from the dropdown
Select one of the following options and add a value to the field below if needed
- The Is Completed option will select an option or set a value when a registrant enters a coupon
- The Is Not Completed option will select an option or set a value when a registrant doesn't enter a coupon
- The Value Is Exactly option will select an option or set a value when a registrant enters the exact coupon code you specify
- The Value Is Not Exactly option will select an option or set a value when a registrant doesn't enter the exact coupon code you specify
- The Value Contains option will select an option or set a value when a registrant selects a coupon code containing the value you specify
- The Value Ends With option will select an option or set a value when a registrant selects a coupon code ending with the value you specify
- The Is Valid option will select an option or set a value when a registrant enters a valid coupon code
Click the + button if you would like to add multiple triggers
- If you add multiple conditions in a trigger and would like for all of them to be met in order for the action to take place, be sure to check the box that states: All of these must be true
- If this checkbox is not selected, the select option/set a value action will occur if any one of the conditions are met

Create Actions Triggered by the Payment Method a Registrant Selects

In RegFox, you can create actions that trigger based on the payment method someone selects. For example, you can set the value of one of your text fields if a registrant selects your cash/check payment method.

On the left-hand side, select the payment method you want to target
Select your desired option
- The Is Selected option will select an option or set a value when a specific payment method is selected
- The Is Not Selected option will select an option or set a value when a specific payment method is not selected
Click the + button if you would like to add multiple triggers
- If you add multiple conditions in a trigger and would like for all of them to be met in order for the action to take place, be sure to check the box that states: All of these must be true
- If this checkbox is not selected, the select option/set a value action will occur if any one of the conditions are met

Add Your Select an Option Action

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.

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.

Add Your Set Value Action

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.

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

If I use actions to automatically select an option or set a value for registrants using actions, how does this appear in my exports?

When a value is automatically assigned or an option is selected through Actions in RegFox, it’s recorded just like any manually completed field. In your RegFox exports, the report will show the selected option or assigned value in the appropriate column. Fields that weren’t triggered or selected will appear blank.

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?

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 action 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.

Create Actions to Select an Option or Set a Value on Your Page