EPLY'S GLOSSARY OF TERMS

IT Lingo

URL: This stands for Uniform Resource Locator aka the address of a webpage. You will see this in the address bar at the top of your browser.

Browser: The software used to brows the internet. Internet Explorer, Mozilla Firefox, Safari, Chrome, or Opera.

SSL: Secure Sockets Layer. This is a type of encryption commonly used to securely send credit card information and other sensitive data to a web server. When SSL is being used, you will see the page URL start with https:// rather than http://. Some browsers may also show a lock or a key icon to indicate a secure form.

Registration Form Set Up Terms

Header: The very top of the form, where the graphic or logo displays, and where the event details are listed.

Footer: Any text below the ‘Submit Registration’ button which normally includes instructions to ‘Click 'Submit Registration' to complete your registration.’ and the ePly logo.

Validation: A validation is a note that appears (usually in red) above a field that is mandatory when a registrant has forgotten to provide that information and tried to submit their registration. A validation is also be used to make sure registrants provide a valid email address, postal code, or registration code.

Dependency: A dependency is when a certain item on a form is either enabled, disabled, changes price, or is automatically filled with information based on another item on the form.

Limit: A number applied to an item on a form which refers to the maximum number of people that can register for that particular option. Limits can also be shared between two items.

Registration Group: Refers to the part in the form that allows a registrant to add an additional delegate or guest.

Policy Notes: Refers to any text at the very bottom of the form, such as the Cancellation or Refund Policy.

Contact Person: The person whose name appears at the bottom of the form, and in the confirmation email as the contact person for the event.

Thank You Page: The page that appears once you click “Submit Registration”. Text appears that thanks the person for registering, and lets them know they will receive a confirmation email, receipt or invoice. It also can contain links which guides the registrant back to the organization’s page, or to submit another registration.

Notifications: Refers to emails sent to registrants after they have successfully completed their registration, such as a confirmation email, credit card receipt or invoice.

Close Date: The date and time at which a registration form will automatically close and the Closed Page will appear in its place.

Closed Page: Appears once the form has passed the close date and time. Text appears that announces that online registration is closed and who to contact with questions.

Payment Collection Terms

Merchant Account: Accounts you need to process credit card transactions. If you are processing transactions online you will need to hold an online merchant account. Online merchant accounts can be opened through your bank or though providers such as Caledon Card Services or FirstData.

Email Receipt: An email that is sent once a delegate has submitted their registration and their credit card is approved.

Invoice: An email sent once a delegate has submitted their registration that outlines their balance owing and how they can submit payment (i.e.: by cheque or other method).

Gateway: A payment gateway is a separate service and acts as an intermediary between the an online registration system such as ePly and all the financial networks involved with the transaction, including the customers' credit card issuer and your merchant account. It checks for validity, encrypts transaction details, ensures they are sent to the correct destination and then decrypts the responses which are sent back to the registration system.

Chargeback: A chargeback is a reversal of a payment card transaction initiated by the consumer who holds the card or the bank that issued the card used in the purchase. This differs from a refund or "credit," which is agreed to and initiated by the merchant at the point-of-sale. A chargeback usually occurs when a consumer files a dispute with their bank or credit/debit card provider. This can happen when a consumer discovers fraudulent or improper transactions on their card statement or online account view.

ePly System Terms

Back End: Another term for the ePly system, or where the administrator will log in to obtain registration reports, and manage payments.

Event List: The list of your event registration forms done by ePly that appear on the first page once you’ve logged into the ePly system.

Form Status: Refers to whether the form is in test, open or closed mode.

Dashboard: The first page you see once you click on “reports” in your event list.

Registration Details: All of the collected information for a registrant that is displayed in their individual ‘main details’ report. This report can be viewed by clicking on any registrants first or last name in any report.

Value: The individual answer that a registrant gives to each question on the registration form.

Payment Summary: The details of an individual registrant’s payment history, including their charges, balance owing, and received payments, as well as refunds and declines.

Reports: ePly has standard reports which are already set up for your form, and include reports such as Registrations, Payments, Guest List, Deleted Guests, Summary, Taxes and Notes. ePly can also produce custom reports to display specific information for specific registrants in any order.

Host Name: The main registrant, or the person who fills out the form on behalf of other guests.

Filter: A term used when creating reports that forces the report to only display certain information for certain registrants. For instance, a filter can make sure a report lists only people who selected their Province as "B.C.", or only people who selected “Yes” to attending a banquet.


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