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Project Settings – General Tab

 

The general tab can be accessed under the project settings tab:

 

 

The general tab has a number of useful functions, which are broken into the below categories:

 

System

 

 

System Status:You can set your system to be open, closed, or in development mode

  • Open – will present normally to your applicants
  • Closed – will allow you to create a “closed” message and present it to your applicants. No one will be able to register
  • Development mode – Deters applicants from registering, and is general active until your project is live

 

Project Name: Here you are able to change the name of your project

 

Marketing

 

 

System email and System email name: You will be able to use this email as a “send from option” throughout the system, and can be used by other admins as well.

 

Google analytics code:

 

Enter your Google Analytics ID.

 

In order to find your code by doing the following:

  • Sign into your analytics account.
  • Click Admin.
  • Select the account you want to link in the “Account” column.
  • Select a property from the menu in the “Property” column.
  • Click “Tracking Info” and “Tracking Code”.
  • Copy and paste in the field on the right. Make sure you enter ONLY the numbers that come after “UA”, and do not write “UA-” as it won’t sync correctly. For example, if your code is “UA – 12345678”, then you will enter “12345678”.

 

Regpack will push information into your account automatically as people move through your registration process.

 

Bing Tag

 

Enter your Bing Tag ID.

 

In order to find your code by doing the following:

  • Sign into your bing account.
  • Click Admin.
  • Select the account you want to link in the “Account & Billing” column.
  • Go to Campaigns > Conversion Tracking > UET Tags. If you have not created a tag already search online on how to do that.
  • All your tags will be listed. Select the tag you want to add into Regpack.
  • Copy and paste the “Tag ID” in the field on the right.
  • Make sure you enter ONLY the numbers.

 

Regpack will push information into your account automatically as people move through your registration process and you can use the Bing tools to track conversions and actions.

 

Facebook number:

 

Enter your Facebook Pixel number.

 

You can find your Facebook Pixel Number by doing the following:

  • Go to your pixel in Ads Manager (how do I do that?).
  • At the top of the page, you will see the name of your pixel and a 16 digit number called your Pixel Id.
  • Copy and paste that number into the box to the right.
  • Click Admin.

 

Regpack will push information into your account automatically as people move through your registration process.

 

Taxes

 

 

Enable Taxing: “On” will enable taxing and will add a percentage tax to all transactions. When you turn it on, you can set the percentage to charge in the Tax value section, and adjust how it is worded in the Tax Text section

 

Payments

 

 

Enable Payments

“OFF” will disable any feature connected to payments in your system.

This will also disable the Payments tab.

“On” is recommended setting.

 

Enable Electronic Payments

“OFF” will disable all payment options in your system.

This will require your applicants to submit manual payments via paper check.

“On” is recommended setting.

 

Soft Descriptor

 

This is the descriptor that will show up on the credit card and bank statements of your users. Note that some banks will not present this descriptor due to bank limitations.

 

Credit Card Convenience Fee (percent of transaction)

 

This fee will be added to all credit card transactions.

Note that this value is limited based on your processing information.

 

e-Check Convenience Fee (percent of transaction)

 

This fee will be added to all e-Check transactions.

Note that this value is limited based on your processing information.

 

Convenience Fee Text to Present on Checkout

 

This is the text that will be presented on the checkout widget and also on the private product created.