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Create Actions that Trigger Based on the Registrant's Date of Birth

Add Age-Based Actions that trigger an action based on the registrant's age or date of birth

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Written by Hannah
Updated yesterday

With Date of Birth-Based Actions, you can automatically tailor the registration experience based on a registrant’s age—no manual sorting or filtering required. Whether you’re offering discounted youth tickets, restricting adult-only options, or customizing add-ons for specific age groups, these actions allow you to create a personalized and compliant registration process.

For example, you can hide VIP packages from registrants under 18 or automatically apply a senior discount to those 65 and older. With Date of Birth-Based Actions, you can simplify age-based eligibility, reduce manual oversight, and deliver a smarter, more relevant experience to each registrant.

Example Use Cases

  • Hide a specific Sessions field for registrants under 21 years old

  • Apply a 10% discount to registrants under 18 years old

  • Select a specific registration option to registrants over 40 years old

Jump To...

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 Date of Birth Trigger

  • 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 trigger your action when someone adds their date of birth

    • The Is Not Completed option will trigger your action when someone does not add their date of birth

    • The Date is Before option will trigger your action if the registrant's date of birth is before a specific date you set

    • The Date is After option will trigger your action if the registrant's date of birth is after a specific date you set

    • The Date Is option will trigger your action if the registrant's date of birth is a specific date you set

    • The Day of the Week option will trigger your action if the registrant's date of birth is on a day of the week that you specify

    • The Age Less Than option will trigger your action if the registrant is younger than the age you set

    • The Age Greater Than option will trigger your action if the registrant is older than the age you set

    • The Age Is option will trigger your action 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 action will occur if any one of the conditions are met


Add Your Action

You can create a variety of actions in RegFox that are triggered when specific conditions are met. 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

In RegFox, you can dynamically show or hide fields based on a registrant’s date of birth. For example, you can automatically hide a registration option from anyone under 18.

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 specific session option is set to show for registrants 65 and older, the session option will by default be hidden until someone enters an age over 65.

All fields show all of the time by default, 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

In RegFox, you can dynamically require or not require fields based on a registrant’s date of birth. For example, you can automatically require a file upload for registrants over the age of 60.

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 t-shirt size selection is required in the page builder, but you create an action to require this field for registrants ages 12 to 17, our system will automatically make the t-shirt selection field not required for children under 12 and adults 18 and older. Even though the Page Builder has marked this field as required, the action takes precedence. When a registrant is ages 12-17, 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

In RegFox, you can dynamically select an option based on a registrant’s date of birth. For example, you can automatically select a "Youth" registration option for anyone under 13 years old.

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 pre-select the Senior Admission registration option for registrants over 62, the field will remain unselected by default until the registrant enters their date of birth and meets the age requirement. Once their age is confirmed to be over 62, the Senior Admission option will be automatically selected.

  • 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

In RegFox, you can dynamically set a value in a text field based on a registrant’s date of birth. For example, you can automatically set the value of a text field to “N/A” for registrants under the age of 10.

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" for registrants over 33, the text field will remain blank by default until until the registrant enters their date of birth and meets the age requirement. Once the registrant's age is confirmed to be over 33, 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

In RegFox, you can dynamically update the price based on a registrant’s date of birth. For example, you can automatically apply a 20% discount for registrants under 18.

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 for registrants between 25-33 years old, the price of the t-shirt will remain $10 until the registrant enters their date of birth and meets the age requirement. Once the registrant's age is confirmed to be between 25-33 years, the price will then automatically change to $5.

  • 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?

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 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.

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