Administrator Help

SignMeUp creates software that automates registration, payment processing and database management. The software is Web based (nothing to install) and is easy to use. SignMeUp charges a small set-up fee and transaction fees for securely processing payments over the Internet.

If you would like to speak to a sales representative, please send an email to our Sales Team. Please include your name, the name of your organization, where you are located, your email address, your telephone number, and the best time for us to call you.

Please contact our Support Team and include your name, email address and phone number, and describe the specific issues you’re encountering. We will call or email you promptly. Please also tell us the best time to call you.

You can copy your Form by following the steps outlined below:

Login at: www.signmeup.com
- Create a New Form
- Select the Form you want to copy
- Click on Copy selected Form button and follow the steps

Your new Form will be created when you click Save My Form. Please make sure to review your new Form completely.

You can open and close your online Registration Form by following the steps below:

- www.signmeup.com
- Click LOGIN (top right)
- Published Forms
- Form Menu next to the Form you want to close
- Open/Close Form found at the bottom of the page
- Select Close and Click on Save

You can verify that the Form is open or closed by going to your Published Forms menu and clicking View Form.

You can review and edit the date on your Form by following the instructions below:

- www.signmeup.com
- Click LOGIN (top right)
- Published Forms
- Form Menu
- Edit Form
- Edit Overall Form Settings
- Click on the Edit link in the section that lists your dates

From there you can change your Forms end date.

You can review and edit the Location on your Form by following the instructions below:

- www.signmeup.com
- Click LOGIN (top right)
- Published Forms
- Form Menu
- Edit Form
- Add or Edit Information topics
- Click on Location
- Review/Edit Info Topic
- Click on the Edit link
- Make the changes and Save

You can review and edit the Categories or Questions on your Form by following the instructions below:

- www.signmeup.com
- Click LOGIN (top right)
- Published Forms
- Form Menu link next to the Form you want to Edit
- Edit Form
- Add or Edit Question and Answers
- Click on the Question you want to Edit
- Review/Edit Question
- Click on the Edit link
- Make the changes and Save

You can review and edit the Question Answers on your Form by following the instructions below:

- www.signmeup.com
- Click LOGIN (top right)
- Published Forms
- Form Menu link next to the Form you want to Edit
- Edit Form
- Add or Edit Question and Answers
- Click on the Question you want to Edit
- Review/Edit Question
- Go to the bottom of the page
- Click on the Answer you want to Edit
- Review/Edit Answer
- Click on the Edit link
- Make the changes and save

You can add a new Question on your Form by following the instructions below:

- www.signmeup.com
- Click LOGIN (top right)
- Published Forms
- Form Menu link next to the Form you want to Add a Question to
- Edit Form
- Add or Edit Question and Answers
- Add a New Question
- Select the Style of Question you would like to Add
- Fill in the Question information and click on Continue
- Select where you would like your Question to appear

You can hide the Date at the top of your Form by following the steps below:

- www.signmeup.com
- Click LOGIN (top right)
- Published Forms
- Form Menu next to the Form you want to edit
- Edit Form
- Edit Overall Form Settings
- Click on the Edit link under Form Start Date Form End Date
- Uncheck box for Show Start and End dates on this Form
- Click Save

You can change the calendar date shown on your Form by following the steps outlined below:

- www.signmeup.com
- Click LOGIN (top right)
- Published Forms
- Form Menu
- Edit Form
- Edit Overall Form Settings
- Edit under Form End Date
- Change the Form Start and/or End date on the calendar and save

You can review and edit Prices and Price Change Dates by following the steps below:

- www.signmeup.com
- Click LOGIN (top right)
- Published Forms
- Form Menu next to the Form you want to edit
- Edit Form
- Add/Edit Questions and Answers
- Select the appropriate Question from the list (please select a category) and click Review/Edit on the right
- Select the appropriate Answer option from the list and click 'Review/Edit' on the right

There you can review and edit: Prices and Price change date/times.

You can add a new price to a Question answer by following the steps outlined below:

- www.signmeup.com
- Click LOGIN (top right)
- Published Forms
- Form Menu
- Edit Form
- Add/Edit Questions and Answers
- Highlight the question you want to add a Price to
- Review/Edit Question
- Highlight the answer that you want to add a Price to
- Review Edit Answer
- Add a Price

Add a new Information Topic to your form as follows:

- www.signmeup.com
- Click LOGIN (top right)
- Published Forms
- Form Menu next to your form name
- Edit Form
- Add/Edit Information Topics
- Add a New Information Topic
- Fill in the information you want to add
- Create Information Topic
- On the next page select where you want the new Information Topic to appear on your Form

You can edit your Information Topics by following the steps outlined below:

- www.signmeup.com
- Click LOGIN (top right)
- Published Forms
- Form Menu
- Edit Form
- Add/Edit Information Topics
- Review/edit Info Topic
- Edit
- Make your additions and changes
- Save

Add answers to your questions as follows:

- www.signmeup.com
- Click LOGIN (top right)
- Published Forms
- Form Menu
- Edit Form
- Add/Edit Question and Answers
- Review/Edit Question
- Add a new Answer
- Enter the new Answer's text
- Create Answer
- On the next page select where you would like your Answer to appear by clicking on the clear bar
- Repeat steps to add the next new Answer

You can upload a .jpg, .jpeg, .gif, .png file that will appear at the top of your Form by following the steps outlined below:

Save the logo that you want to use to your desktop.

- www.signmeup.com
- Click LOGIN (top right)
- Published Forms
- Form Menu next to your Form Name
- Edit Form
- Add/Edit a Form Header Graphic
- Browse to find the file you saved to your desktop
- Click on that file name
- Upload file

You can change the Administrator Information by following the steps outlined below:

- www.signmeup.com
- Click LOGIN (top right)
- Published Forms
- Form Menu
- Edit Form
- Edit Overall Form Settings
- Edit in the Administrative Contact section
- Make the changes and save

You can edit your Confirmation Messages by following the steps outlined below:

- www.signmeup.com
- Click LOGIN (top right)
- Published Forms
- Form Menu
- Edit Form
- Edit Confirmation Messages
- Edit link under your Confirmation Message
- Make the changes and save

You can edit or remove the date from your Please select a category question by following the steps outlined below:

- www.signmeup.com
- Click LOGIN (top right)
- Published Forms
- Form Menu
- Edit Form
- Add or Edit Question and Answers
- Highlight Please Select a Category
- Review/Edit Question
- Go to the bottom of the page
- Highlight the Answer
- Review/Edit Answer
- Edit link under Answer Text
- Make the changes and save

You can change the title of your Form by following the steps outlined below:

- www.signmeup.com
- Click LOGIN (top right)
- Published Forms
- Form Menu
- Edit Form
- Edit Overall Form Settings
- Edit found at the end of the Form title name
- Make the changes and Save

Defining an expiration date will automatically hide a question or a question answer on that date. You can set an expiration date by following the steps outlined below:

- www.signmeup.com
- Click LOGIN (top right)
- Published Forms
- Form Menu
- Edit Form
- Add/Edit Question and Answers
- Highlight the Question you want to Edit
- Review/Edit Question
- Edit in the grey box at the top of the screen

For a question:

- Enter the date for when you want the Question to expire
- Click Save

For an answer:
- Highlight the Answer to expire
- Review/Edit Answer
- Edit in the grey box at the top of the screen
- Enter thr date for when you want the Answer to expire
- Click Save

- www.signmeup.com
- Click LOGIN (top right)
- Published Forms
- Form Menu
- Edit Form
- Add/Edit Questions and Answers

If you want to hide the Question then:

- Select the Question to hide and click 'Review/Edit'
- Then click on the 'Edit' link at the bottom of the first box on the next page
- Change the status from Shown to Hidden and then Save

If you want to delete the Question then:

- Select the Question to delete and click 'Delete Selected Question'

You can hide Question Answers by following the steps outlined below. Please note that you want to HIDE these answers and NOT delete them.

- www.signmeup.com
- Click LOGIN (top right)
- Published Forms
- Form Menu
- Edit Form
- Add/Edit Questions and Answers
- Select the appropriate Question from the list
- Review/Edit
- Select the appropriate Answer option from the list
- Review/Edit
- Edit link at the bottom of the first grey box called Answer text
- Select Hidden for Answer status and save

Repeat these steps for each answer that you want to hide.

You can include .gif, .jpeg, .pdf or .png images in Information Topics on your online Form. First, upload the image.

In your Welcome Menu:

- General Tools and Reports
- Upload Images
- When the upload is complete, a web address will appear. You'll need this address in the second step.

Second, add the image to an existing Information Topic or create a new Information Topic.

- www.signmeup.com
- Click LOGIN (top right)
- Published Forms
- Form Menu
- Edit Form
- Add/Edit Information Items
- Click either Review/Edit Information Topic or Add a new Information Topic

To include your image, you'll need to use some basic HTML:
<img src="input link here">. Make sure to add the letter "s" after the letters "http" to make the link "https://www...."

You can access and download registration information by following the steps below:

- www.signmeup.com
- Click LOGIN (top right)
- Published Forms
- Form Menu next to the Form you want the information for
- Download Registrations
- Click on Generate New File
- Fill in the dates (or leave blank for all registration information)
- Download the Data
- Click on the Refresh button at the upper right corner of your screen until the link Show/Save Last File appears.
- Click on the Show/Save Last File link and your file will display.

Creating filters for your download allows you to access selected registration information, for example you can see all Registrants that answered ‘Yes’ to a specific Question. You can filter the information on your Download Report by following the steps outlined below:

- www.signmeup.com
- Click LOGIN (top right)
- Published Forms
- Form Menu
- Download Registrations
- Create New Custom Download Format button
- Give the report a name
- Check the boxes next to the columns you want contained in your report
- Click next button at the bottom of the page
- On the next page answer yes to the filter registrations and click on the next button
- On the next page click the boxes for the filters you want to create and click on the next button
> - Generate New File Link next to the report you just generated
- Download the Data Button
- Click on Refresh link in upper right hand corner until you see a link called Show/Save last file and then click on that to open the report

If you are entering the applications with their credit card information, you can add your paper applications by going to your Registration Form and filling in the information like you are registering for them.

You can enter offline registrations where you have received a check you will need to log in at

- www.signmeup.com
- Click LOGIN (top right)
-Click on Published Forms
-Click on the View link next to the name of the form you are entering in the offline registration for
-Fill out the Registration Form
-In the Fee Modifier Box enter in the negative amount of the cost of the registration to create a $0 balance (For example, if the registration amount would be $20.00 you would enter in -20.00 so that the form would be charging $0 and won't ask for a credit card.)
-Check out to finish the registration

You can issue refunds and reverse registrations using your tools.

- www.signmeup.com
- Click LOGIN (top right)
- Published Forms
- Form Menu
- Find/Edit Registrations
- Enter the last name, email address, or confirmation code and click 'Find'
- Click Refund/Reverse
- Follow the steps listed on screen to issue a refund and, if desired, remove the registration from your Confirmed Registrant reports.

Please remember that under our service agreement with you, the original service charge is non-refundable.

You can edit the information for a registration by following the steps outlined below:

- www.signmeup.com
- Click LOGIN (top right)
- Published Forms
- Form Menu
- Find/Edit Registrations
- Enter in the Registrant's name, email address or confirmation number; and click 'find'
- Edit link
- Edit answers
- Go through the Registration Form until you get to the desired Question then make the needed edits
- Continue button and then close that window

Yes, Import the Results file from your Welcome Menu:
- www.signmeup.com
- Click LOGIN (top right)
- General Tools and Reports
- Import Searchable Data
- Complete the steps to format the webpage
- When the upload is complete, a web address will appear. You can then add the web address to your own website or distribute it as you wish.

You can use some basic HTML to add the link to your website. To pop up the web page that contains the data in a new window:

Click here to <a href="web address here" target="_blank">search the data</a> .

For detailed payment account information, click here.

First, determine if you have set up a payment account.

Login at: www.signmeup.com
- Revenue Payments
- Display Accounts

If no Accounts are displayed, go back to the Revenue Payments menu and click on ‘Apply for a new Payment Account (Step 1)’. Complete the account application through to confirmation. Your application will be reviewed and processed within two business days.

Once your Payment Account is approved, you must assign your Form(s) to the account.

Login at: www.signmeup.com
- Revenue Payments
- Assign Forms for Payment (Step 2)
- Follow the 3 steps on the screen


If you have assigned your Form to a Payment Account and have not received payment, please remember that SignMeUp sends payments twice monthly on the first and the fifteenth calendar day of the month, or the first business day thereafter. The payment amount is the ledger balance 14 calendar days prior to the payment date less subsequent debits.

Transactions typically take one day to settle but sometimes can take longer. Transactions that occur late in a month may carry over to the next month.

Our Email Broadcast System allows you to send emails to all confirmed Registrants for the Forms you select. You can use the Email Broadcast System by following the steps outlined below:

- www.signmeup.com
- Click LOGIN (top right)
- Email Broadcasts
- Select your desired Form(s)
- Fill in the email information required
- Review the email, then click 'Send'

If your question is not listed here, please contact our support team. Emails are answered rapidly and allow for a detailed response in writing. Or, call us at 888-674-8048 (ext 2.). If you leave a voicemail message, please be assured that we will return your call on the same or next business day.