BEFORE YOU BEGIN: Take a moment to review the FAQ and Settings Reference as these will help you avoid some common mistakes and help you understand some of the basics of Registry Valet. Both of these pages are linked throughout this tutorial. STEP ONE A: Gift Registries, Wish Lists, or Both? Registry Valet software is capable of supporting different types of gift registries. Before we start, the first thing to do is decide if your gift registry system is going to allow Dated Gift Registries, Wish Lists, or both. What's the difference? Dated Gift Registries A Dated Gift Registry is a gift registry that is setup for a specific event such as a Wedding, Anniversary, Baby Shower, or other event. This type of registry will remain active in the system for the number of years after the event date (1 to 5) that you can select in the settings section of the administrator. Wish Lists A Wish List is an open-ended type of gift registry that has no specific event or ending date associated with it. Your customers will be able to add, edit, or delete items on their wish list for as long as you allow. Wish lists can be deleted within the administrator at any time. Selecting Allowed Gift Registry Types To select which type of registries you will allow, sign in to the administrator and click the Registry Settings icon in the Registry Management panel. About halfway down the Registry Settings page is the "Allowed Registry Types" setting. Click the dropdown list to reveal the 3 choices; Choose which type of registries you wish to offer and click the "Update Settings" button at the bottom of the page. This will change the text and links throughout the gift registry system to match the choice you have made. STEP ONE B: "Create A Registry" Page Link The first thing you will need to do is copy the HTML link to the New Gift Registry Form and paste it into a page on your web site. Back on the administrator main menu, click the Code Generator icon on the Registry Management panel. This will take you to the code generator page where you will see three white boxes containing HTML link code: Start by copying the code for the "New Registry Signup Form URL" which is the first of the three boxes containing HTML link code. The easiest way to copy the code is to highlight the entire line by dragging your mouse across the code in the white box and then press Control-C on your keyboard (Command-C on Mac). Then, on one of your own web site's HTML pages, paste this link. The code should look similar to this: <a href="http://apps.agenne.com/RegistryNew.cfm?cid=000">Create a Gift Registry</a> NOTE: In place of the 000 client ID code in this line of example HTML you should see your assigned client ID Now, go to your HTML page that contains this link and click on it. The Create New Gift Registry page will be displayed and will look something like this. (click for full-sized view) Sample New Registry Form Note that this form is extremely customizable. Many of the elements of this form are optional and can be controlled by turning them on or off within the Registry Valet Administrator. The form you see here is in its basic, uncustomized state. For example, the software allows for 2 optional shipping addresses in addition to the registrant's main address. These addresses are for shipping before and after the event (event-based registries only). If you don't want your registry form to include these additional addresses, simply turn them off in the administrator. By using settings within the administrator, uploading your own background wallpaper, and by using Cascading Style Sheets to customize virtually every element on the page, you can make your gift registry software look very much like the rest of your web site. Try it out Now, create an actual sample gift registry by by clicking on the link we just added to your web site and filling out the "Create New Registry" form. This will give you a sample gift registry or wish list that you may use for testing. While in test mode, you may create up to 3 live registries or wish lists. The 3 registry limit will be removed when you go "live". Registry Login Page Link Now that you have setup the "Create New Registry" link and created a test registry, you will want to provide a link to the registry login page. This is for the bride or other registrant to be able to log in and make changes to their registry. To get it, go back to the Code Generator section of the Administrator and copy the html for the "Registry Login Form Page". Create an HTML anchor tag on one of your web site HTML pages with this URL as the href. The line should look like this: <a href="http://apps.agenne.com/RegistryLogin.cfm?cid=000">Manage Registry</a> NOTE: The 000 ID at the end of this line must be replaced with your assigned client ID If you now go to the login page, you will see that it contains all of the same customizations that you applied to the Create New Gift Registry page. By applying the customizations, all gift registry pages will reflect the same look and feel. This allows you to create a very consistent look and feel throughout your registry. Registry Search Page Link The final component of the Registry Valet system is the search page where friends and family of the registrant can look up their registry. On this search page are options for searching by first and/or last name of the registrant, state of residence, or date of the event (month and year). To link to this page, go back to the Code Generator section of the Registry Valet Administrator and copy the HTML for the "Registry Search Form Page". Once again, create an anchor tag on one of your web site HTML pages with this URL as the href. The line should look like this: <a href="http://apps.agenne.com/RegistryFind.cfm?cid=000">Find a Registry</a> NOTE: The 000 at the end of this line must be replaced with your assigned client ID And now continue to Step 2 (Generate "Add to Registry" HTML buttons) Registry Valet FAQ