User:Udehb-WMF/Drafts/Event Registration toolpage/Instructions

Event Registration

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Requirements to use the event registration feature

• To enable registration on an event page:
  • You must logged in to a wiki account.
  • You must be in the Event Organizer user group. Visit the information page learn more about the user group.
  • You must be the creator of the event page.
  • The event page needs to be in the event namespace.
• To register as a participant on an event page:
  • You must be logged in with a wiki account. If you are not, you will be redirected to the login/sign-up page in order to complete the event registration process.

Event registration toolː organizer experience

1. Create an event page in the event namespace

Figure 1:
How to create an event in the event namespace

You can create an event page like how you create other wiki pages, with one difference: the page must be in the Event namespace. To do this, the name of the event page must start with “Event” + “:” (colon) + "(Name of your event) . For example, if your event is called “African Women Editathon,” the page name would be “Event:African Women Editathon.” You may use the Event:Sandbox to try creating an event in the event namespace. Note that an event page is structured like any other wiki page, so rules for how it is deleted, managed, or patrolled are the same as for any other wiki pages.

2. Choose to enable registration on the event page

Figure 2.1:
Enabling event registration via pop-up

Figure 2.2:
Enabling event registration via link

There are two way to enable registration to your event page. You may enable your event registration via pop-up or via the Event Registration link.

• Via pop-upː Once you have created an event page in the event namespace, you will see a pop-up that asks if you want to enable registration. You can click “Enable registration” to begin the process. You can also click “Dismiss” to dismiss the pop-up.
• Via event registration linkː Once you have created an event page in the event namespace, you will see a link to “Enable registration” in a registration header on the event page. Click on the "Enable registration" link to begin the process.

3. Provide event information to enable registration

Figure 3.1
How to fill the form:Important information for enabling event registration

Figure 3.2
Sample event registration details for an online editathon

• Fill out information form: Once you have chosen to enable registration, you will need to fill out a form with your event information. Some information will be shown to all users, regardless of whether they sign up for the event (i.e., event date, event time, event type, organizer usernames, and the event location). Some information will only be displayed to users who register for the event (i.e., video and chat group links, if any).
• To enable the "Questions for Participants," the organizer must accept the clickwrap agreement.
• Once complete, click on the button to “Enable Registration.”
• Review changes (optional): Once you have clicked on “Enable Registration,” you will see a success message with a link to the event page. You can click on the event page link to review the changes.

See Figure 3.1: Important information for enabling event registration and Figure 3.2: Sample event registration details for an online editathon

4 Manage event registration

• View event participants:

Ways to view your event participants

• There are two ways you can view the event participant list:

  1. Via event page: On the event page, click on "More details".
  2. Via Special:EventDetails: You will see the participant list on this page.

• View participant data

• Participants can optionally answer questions about themselves. Some of the questions are Personally Identifiable Information (PII), which areː gender identity, age range, and profession. Some questions are non-PII, which areː wiki editing skill level, and if the participant is a member of an affiliate (yes/no, with a free text field to name their affiliate). The non-PII responses can be viewed on an individual basis before the event ends. When the event ends, the organizer can see both the PII and noɲ-PII responses displayed in aggregate in the Response Statistics tab.

• Remove event participant

• 1. Go to the Special:EventDetails page for your event.
  2. Select the participants you would like to remove.
  3. Click on the trash icon (“Remove”). The participant(s) will then be unregistered from the event.

• Email participants

• To email participants as an organizer, you can do the following:

  1. Go to the Participants tab and select the usernames of the people you want to email
  2. Select the "Message Participants" button
  3. You will be redirected to the Message tab
  4. Add Subject and Message text
  5. Select the "Send Email" button

  Note that the email of the participants are not displayed to the organizer through this method. The participants will see the email address of the organizer if they reply to the email message, and the organizer will see the email addresses of the participants only if they receive replies to their emails.

• Edit event registration information

• If you are an event organizer who has enabled registration for your event page, you can edit registration information in the following way:

  1. Special:MyEvents: Click on the three dots, and select "Edit event."
  2. Special:EventDetails: Click on the "Edit" button.
  3. Go directly to Special:EventRegistration, if you have the event ID.
  4. Make changes, and then click on the “Edit registration” to save your changes.

• Open/close event registration

• If you are an event organizer who has enabled registration for your event page, event registration is automatically open. However, you can close registration at any time. This means that no new participants can register for the event. If event registration is closed, participants who have already registered will remain registered for the event, and they will still be allowed to cancel their registration. The event organizer can re-open registration through the same process for closing registration.

  1. Access Special:MyEvents. You can access the page via Special:EventDetails (click “Back”) or directly via the URL.
  2. Identify the event registration that you want to close in the event list.
  3. Click on the three dots.
  4. Select “Close event” or “Open event.”

• Disable event registration

• If you are an event organizer who has enabled registration for your event page, or if you are a wiki admin, you can disable registration. This means that the registration user interface and registration data will no longer be displayed on the wikis to you or the event participants.

  1. Access Special:MyEvents. You can access the page via Special:EventDetails (click “Back”) or directly via the URL.
  2. Identify the event registration that you want to delete in the event list.
  3. Click on the three dots.
  4. Select “Delete event.”

• Add other organizers to the event registration page

• As an organizer, you may add other organizers to event registration by specifying their username in the "Organizers" field while enabling or editing your event registration.

  If a new organizer is added to an event, they have all basic organizer privileges, including being able to:

  • Edit event registration information
  • Cancel the registration of a participant
  • Open or close event registration
  • Delete event registration
  • Remove other organizers under certain conditions except the primary organizer

  Note that all organizers currently have the same rights, but we will looking into separate organizer roles in the future (T316138).

• creating an event registration page using Event Registration Tool

Event registration toolː participant experience

Registering as a participant

1. On the event page, click on the “Register for event” button at the top of the page.
2. If you are not logged in, you will be redirected to the login/sign-up page. Once you have logged in or signed up with a Wikimedia account, you will be brought back to the event page, where you can complete your registration.
3. When you register, you can choose to register publicly or privately. If you register publicly, your username will be viewable to anyone who visits the event page, and your contributions may be analyzed in tools like the Programs & Events Dashboard during the event. If you register privately, your username will only be viewable to the organizers of the event in the participant list. Also, your contributions will not be included in tools like the Programs & Events Dashboard. When you register, you will also be asked optional questions about your gender identity, age range, and profession (which will be displayed in aggregate only to the organizer), and your wiki editing skill level and if you are a member of an affiliate (which will be displayed as individual answers for the organizer to view). You can choose to answer some, all, or none of the questions.
4. Once the registration process is complete, the participant is registered for the event.
5. The participant will receive a confirmation email of registration if they have an email address associated with their accounts and if they have not disabled email being sent to them via Preferences (note that the confirmation email feature is currently being developed by the engineers).