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Creating offers and their structure in the Offer wizard

This article explains how the Offer wizard is structured and how to configure offers, categories and Questions & Answers in a structured way.

Overview

In the Offer wizard, you create the selection of offers and booking options for different price groups and registration periods. The offer structure consists of categories, offers (offer packages), a price table and optional Questions & Answers within offers.

Prerequisites

  • Access to Configuration → Attendee Registration → Offer wizard

Configuration / Procedure

0) Working with the wizard and checking your changes

  • Use Preview to check participant registration in the frontend – even if registration is not yet active.

  • Change the order of categories/offers/answers using drag and drop (bar icon).

  • In single-line fields, you can save by pressing Enter.

1) Create the basic structure in the Offer wizard

  1. Navigate to Configuration → Attendee Registration → Offer wizard.

  2. Create at least one category (offers cannot be structured without a category).

  3. Create the required offers/offer packages within the category.

2) Configure categories appropriately

  1. Open the category and enter its name and (optionally) a Description.

  2. Optional: Enable Mandatory category if at least one offer from this category must be booked to complete the booking.

  3. Optional: Enable Only one package of this category can be selected if only one offer per category may be booked.

Note: Categories are only displayed in the frontend once more than one category has been created. If there is only one category, its title and description are not displayed in the frontend.

3) Make offers visible using the price table

  1. Open the offer and enter prices in the price table for each price group and registration period.

  2. Note the visibility rules:

    • 0,00 € is displayed as free of charge in the frontend.

    • No price = the offer is not visible to this price group.

    • Exception: If a price remains the same across all periods, it only needs to be entered in the last period; the offer will also be displayed in earlier periods.

4) Use Questions & Answers within offers (optional)

  1. Open the Questions & Answers section within the offer and add questions or link existing questions.

  2. Configure mandatory answer/selection rules as required (e.g. Exact n Answer(s), Min. n Answer(s)).

Important:

  • Answers are displayed on the booking confirmation, but questions are not. Therefore, phrase answers so that they make sense on their own (e.g. instead of just “Yes”, use “Yes, I would like vegetarian catering”).

  • Selecting answers does not change the price of an offer.

Notes

  • For multilingual setups: First create the structure in the Primary language, then switch to the other languages and adjust the names there (changes are not transferred back to the primary language).

  • Changes made outside the Offer wizard may be overwritten when you save in the wizard. In such cases, preferably use the advanced configuration or question/answer management.

  • If you link a question to multiple offers, answers are counted across offers, and changes affect all linked offers.

  • Limits on the number of available offers are implemented using answers (see related articles).

FAQs

Why can’t I see a category in the frontend?

Categories are only displayed in the frontend when more than one category exists.

Why is an offer not visible to a price group?

If no price has been entered for the price group, the offer is not visible to that price group.

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