Follow

How do I restrict enrollment options by a pre-enrollment question?

Enrollment options can be restricted to certain campers based on their age/grade level, gender, or by a saved advanced report. 

When restricting an option by an advanced report, you must indicate whether the option should be available to campers who appear on OR do not appear on the report. As such, before loading the enrollment options page of the enrollment form, CampSite will generate the report, identify if the enrolling camper populates on the report, and then refer to the restriction settings on each enrollment option to determine which enrollment options should be displayed once the page loads. 

That said, if you create and save a report that filters campers based on how they answered your pre-enrollment question(s), you can then restrict enrollment options by that report to effectively restrict visibility based on pre-enrollment question responses.

Setting up report restrictions based on pre-enrollment questions is a 3-step process:

  1. Create the pre-enrollment question(s)
  2. Create and save the advanced report(s)
  3. Restrict the enrollment option(s) by the report(s)

Step 1: Create the Pre-Enrollment Question(s)

Add new enrollment questions to your enrollment form via Step 8 of the Camper Setup Wizard.

When creating the new question, set "Show before enrollment options?" to Yes.

For more help on how to add enrollment questions, click here.

Step 2: Create the Advanced Report

After adding the necessary pre-enrollment question(s), create and save an Advanced Report in which campers are filtered based on how they answered the question(s).

First, add all sessions & statuses to your report. Then, add a filter.

To filter by how the camper responded to an enrollment question, go to the Enrollment tab, select the relevant enrollment year, select the Enrollment Questions sub-tab, and checkmark the relevant pre-enrollment question.

Next, enter the appropriate filter criteria and Add filter.

When your report parameters (sessions, statuses, and filters) are configured so that you're properly capturing the campers you intend to capture, save the report in your system by clicking the "Save" button at the top of the screen. You'll be required to name your report and assign it to a report category.

For more help on creating and saving advanced reports, click here.

Step 3: Restrict Enrollment Options by a Report

Finally, navigate to Step 9 of the Setup Wizard and locate the enrollment option(s) that should be restricted by pre-enrollment questions.

For each option, double click the 3 dots to expand the option settings, click the Restrictions tab within the option, and then checkmark "Report."

Next, indicate whether this enrollment option should display to campers who "appear on" or "do NOT appear on" the report, and then select the saved report you just created. Save your changes when finished.

Do this for each enrollment option that should be restricted as such. When you're finished, CampSite will then review the report restrictions on each option before loading the enrollment options page of the enrollment form. If the camper enrolling doesn't meet the report restriction, they will not see that enrollment option.

For more help with editing enrollment options, click here.

* * * * * * * * PLEASE NOTE * * * * * * * *

Report restrictions do NOT rollover year to year. If you choose to rollover enrollment options that are restricted by advanced reports, know that you must re-configure your report restrictions again each year.

Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request

Comments

Powered by Zendesk