Copy Project Tips - Edit Your Copied Project

after you've https //help regpack com/hc/en us/articles/5834341059355 how to copy a project in regpack , you can use the tips below to adjust your project for the next registration cycle 1\ add dates to your products when you copy your project, your products will copy over too go to settings > products, and click edit beside each product to update the date, price, name and https //help regpack com/hc/en us/articles/5834388271515 edit product triggers you can also https //help regpack com/hc/en us/articles/5834351903515 create a new product as needed 2\ update your autobill plans go to settings > autobill and click https //help regpack com/hc/en us/articles/5834318666139 configuring and editing an autobilling plan to update the bill dates, the products the plan applies to, and https //help regpack com/hc/en us/articles/5834411338779 trigger an autobill plan 3\ edit your forms go to settings > forms and click edit form fields to edit the questions on the form, and the https //help regpack com/hc/en us/articles/5834395613083 field triggers note https //help regpack com/hc/en us/articles/5834326426395 user information porting forms filled out automatically by transferring from original project their product selections, e sign responses, and payments will not transfer over, but their field responses will any questions you'd like the user to update in this project (age, grade, etc ) should be deleted and replaced note check that all https //help regpack com/hc/en us/articles/5834395613083 field triggers are working by creating a test user! sometimes they need to be resaved in the new project if you do not want to port user information, copy your project again with https //help regpack com/hc/en us/articles/5834326426395 what is user information porting forms filled out automatically when you copy a project 4\ create a test user! even if your system is a copy, with any changes made you want to make sure the flow works as you intend it to and that payments are processing accurately the best way to do this is to test! https //help regpack com/hc/en us/articles/5834354349339 create test users https //help regpack com/hc/en us/articles/5834318040219 testing payments in your system 5\ review your email templates go to settings > emails and https //help regpack com/hc/en us/articles/5834354053531 edit an email https //help regpack com/hc/en us/articles/5834333044891 send an email automatically with triggers 6\ invite your team! your colleagues can help manage registration! there are multiple admin licenses with different prices and access levels https //help regpack com/hc/en us/articles/5834316775067 regpack admin license billing types https //help regpack com/hc/en us/articles/5834354700571 invite an admin to your project s 7\ update your links the link and embed code is unique to each project make sure your previous project is https //help regpack com/hc/en us/articles/5834317888539 going live how to turn your project on and off , and you can even add the link to your new project to the closed message! https //help regpack com/hc/en us/articles/5834360554651 project settings embedding