Product Display Rules | Deep Dive

Overview

Product Display Rules allow you to configure a product to show or hide for specific registrants based on their characteristics or selections. This concept applies to both Membership Forms and Event Forms, and can be extremely useful for ensuring that the right registrants are presented with the right fees, without relying on them to choose the correct option upon registration.

The display of any given product on any given form can be conditionalised based on the registrant's:

  • Member or Event Type
  • Date of Birth/Age
  • Gender
  • Any combination of the above

Note: The below examples demonstrate the display rule options within the context of a Membership Form, however the same process can be applied to any event



Display Filters by Member Type

In GameDay, administrators can set up their own custom Member Types to apply to the first page of their registration form. Registrants can then select the option that best suits them. Using product display rules, we can ensure that the correct product is displayed to the registrant based on the Member Type selected, nullifying the need to create different forms for different types of members.


Scenario: Displaying products to Players, Coaches and Volunteers


What you'll need


Three different Member Types

  • Player
  • Coach
  • Volunteer


Three different Products

  • Player Fee
  • Coach Fee
  • Volunteer Fee


One Membership Form


Step 1: Edit your Membership Form

In the left-hand menu, select MEMBERSHIP FORMS


Find the form you want to edit, click the Actions menu, then click EDIT


Step 2: Attach your Member Types to the Form

On the Settings tab, find the Member Types section, then click ADD MEMBER TYPES to apply the relevant options to the front page of the form.


Choose the Player, Coach and Volunteer member types, then click ADD



When you save or activate the form, you'll then have three Member Types on the front page of the form for members to select:


Step 3: Attach your Products to the Form

Next, head to the Products tab of the form builder, then click ADD EXISTING MEMBERSHIP PRODUCTS TO FORM button


Add your corresponding Player, Coach and Volunteer fees



Step 4: Set the Product Display Rules

Finally, we want to make sure that the products are only displayed to members if they select the corresponding Member Type.

On the Products tab of the form builder, edit the Player product by clicking the Actions menu on the right hand side, then clicking EDIT.


Go to the Display Rules tab, then in the Only show to member type(s) field, apply the PLAYER member type


Repeat this process for the other two products. You should then see that the corresponding Member Types appear next to the product in the Available To column when editing the form.


When going through the form, products will now display to members as per their member type selection.



Display Filters by Date of Birth/Age

You might also want to show specific fees to specific age groups. For example, you might charge a higher fee to Senior players (e.g. anyone over 18 years old) than Junior players (e.g. anyone under 18 years old). Using product display rules, we can ensure that the correct product is displayed to the registrant based on the date of birth they enter at the start of the form.


Scenario: Displaying products to Senior and Junior Players


What you'll need


Two different Products

  • Junior Player Fee
  • Senior Player Fee


One Membership Form


Step 1: Edit your Membership Form

In the left-hand menu, select MEMBERSHIP FORMS


Find the form you want to edit, click the Actions menu, then click EDIT


Step 2: Attach your Products to the Form

Next, head to the Products tab of the form builder, then click ADD EXISTING MEMBERSHIP PRODUCTS TO FORM button


Add your Junior Player Fee and Senior Player Fee


Step 3: Set the age or date of birth filter on each product's Display Rules

Now, we need to configure our display rules so that the Senior Membership only shows to members over 18, and the Junior Membership only shows to members under 18.

On the Products tab of the form builder, edit the Senior Membership product by clicking the Actions menu on the right hand side, then clicking EDIT.


Go to the Display Rules tab, then in the Show this product to all ages field, select No, and set the Minimum Age to 18


Use the drop-down menu below to set a date on which the system will calculate their age, including:

  • Season Start Date: Select a season from your database. This option will take the season's start date and only show the product to members who are 18 or older on that date
  • Season End Date: Select a season from your database. This option will take the season's end date and only show the product to members who are 18 or older on that date
  • Specific Date: Choose a specific date on which the member needs to be at least 18 to see the product
  • Registration Date: Choosing this option means, simply, that if the member is 18 or older on the date of their registration, the product will appear


Once you're happy with your display rule, click SAVE

In this example, our Senior Membership product will only show to members who are at least 18 years old on the date of their registration - the system will calculate this based on the date of birth they enter at the start of the form.


Repeat this process for the Junior Membership product, using the Maximum Age field in your display rule.


In the case of the Junior Membership product, it will only appear to members who are 17 years or younger on the date of their registration


When going through the form, products will now display to members as per their date of birth input.





Display Filters by Gender

Another common delineation between products is to separate them based on the member's gender. Using product display rules, we can ensure that the correct fee is displayed to the registrant based on the Gender at Birth selected at the start of the form.

Scenario: Displaying products to Male or Female players


What you'll need


Two different Products

  • Male Player Fee
  • Female Player Fee


One Membership Form


Step 1: Edit your Membership Form

In the left-hand menu, select MEMBERSHIP FORMS

Find the form you want to edit, click the Actions menu, then click EDIT


Step 2: Attach your Products to the Form

Head to the Products tab of the form builder, then click ADD EXISTING MEMBERSHIP PRODUCTS TO FORM button


Select the Male Player Fee and Female Player Fee and click ADD


Step 3: Set the applicable Gender on each product's Display Rules

Now, we need to configure our display rules so that the Male Player Fee only shows to members who choose 'Male' as their Gender at Birth on the form, and the equivalent for the Female Player Fee.

On the Products tab of the form builder, edit the Male Player Fee product by clicking the Actions menu on the right hand side, then clicking EDIT.


Go to the Display Rules tab, then in the Only show to gender field, select Male



Repeat this step for the Female Player Fee, setting the gender display rule to Female



When members go through the form, they will then only see one of these products, depending on which selection they make in the Gender at Birth field at the beginning of the form.