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Checklist - Registrations

What to check before a registration template goes live.

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Ready for your Registration Template to go live?

Ensure you've double checked the following:

  1. Preview your registration template: open it in the Form Builder and select Preview.
  2. Set up a registration type for each kind of registrant you support (Individual and/or Organisation) with New Registration under Settings > Profile and terms > Registrations. A registration type keeps its template for life, so you need a separate template for each kind.
  3. Set up Field Tags, if you want data to pull into letters, templates or reports: give the field a Field Tag in its Properties.
  4. Review the emails under Communicate > Email templates, in Applicant emails > Registrations.

See also

This page uses Backed's default terms, such as Funding Round and Application Template. An organisation may rename them, so read each as your organisation's own term if you've renamed it.