FEATURED: Your Registries Page View

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By Loren Winzeler

updated 6 months ago

Your Registries page view is available from the Registries tab menu, or at https://registry.downpayment.gift/events when logged in as a Partner.



This is your main page for managing and creating new registries.


Click "+ Add Registry" to Invite a new client to create a registry.


The table view shows Active Registries or Archived Registries


 Active Registries View

 Displays Date, Client name and email, Status.  Contribution progress bar and Settings Options gear drop-down menu.

Date

 Month Day Year vertically


Client

Client Name(s) - displays the main client invited or First1 and First2 Lastname if First and First are pair on the client name invite, profile page.


Client Email - clickable email link  (email blurred here for privacy)


Status

Status is either Published in Green or Unpublished, greyed out.


Best practice:  look for Greyed out status. These are clients that did not complete the registry settings.  Remind them.  They may be slipping away!   


Contributions

Contributions is a simple progress bar based on the original dollar goal.  


Hover over the progress bar to see the percent, amount and goal in a pop-up tip.




Options Menu - gear icon drop-down menu

Clicking on the drop-down menu enables you to access options for managing each registry.


This menu is different for Published and Unpublished (invited but incomplete) registries.






For Active registries that are Published, you will see


View Registry

Registry Statistics

View Contributions

View Pledges

Edit Settings

Registry Details

Archive Registry


Archived Events View

Toggle the View option to Archived and you can see Past Archived Registries.


In this sample screenshot, we don't have any Archived Registries.








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