Multiple classes with the use of filters

The setup of the customer journey in a multi-class environment on Activity Messenger helps optimize the user experience by making it easier to search for classes based on specific criteria. By using filters such as location, age, class type, or available days, you provide your clients with a simple and effective way to select the options that best meet their needs. These custom filters improve navigation and ensure that each client quickly finds the class that suits them, while making the entire registration process smoother and more intuitive.

# Set up the customer journey

Define the journey:

The goal is to give your clients the ability to filter available options based on specific criteria such as location, class type, age, and days of the week.

Access the multi-class options:

To do this, go to the Multiple Classes block, where you have already added your classes and configured your rules.

Under the rules of the classes, activate the button to turn on the filters. 

Types of Filters:

You can create different types of filters to help clients navigate more easily:

• Tag filters: Useful for filtering based on characteristics like location or class type.
• Age filters: Allow filtering of classes by age group (e.g., 4-6 years).
• Day of the week filters: Filter classes based on available days (Monday, Tuesday, etc.).

Tag Filters:

Example: Create a Location filter with options like Pool A and Pool B.

When the client selects a pool, only the options for that pool will appear.

Add other filters such as class type (swimming, diving, etc.) and link them to the tags.

Age Filters:

Set up age ranges in the classes (e.g., 4-6 years) and ensure that the minimum and maximum age are defined in the settings of each class.

Example: When a client selects 6 years old, all classes available for children aged 4 to 6 will appear.

Day of the Week Filters:

Simply enable this option, and the days of the week will automatically be available as filters.

Require and automatically add a membership

Membership requirements are configured inside a Class rule of the Multiple Classes question. They apply to the classes matched by that rule; the filters only help clients find classes.

1. Open your payment form and edit the Multiple Classes question.
2. Under Class rules, select Modify for the rule that applies to the intended classes.
3. Under Participant rules, enable Different participant, then Membership. Both are needed to access the participant membership settings in the current rule editor.
4. To automatically add and charge a required membership when the participant does not have it, enable Charge the participant for the membership if he doesn't have it and select the required membership.
5. Save the class rule, then save the Multiple Classes question. If you use several rules, check the rule that actually applies to each class: the last matching rule is used.
6. Preview the form and check the participant, the selected class, the membership and the invoice total before sharing it.

When an adult registers themselves

Keep Different participant enabled even when the participant is the adult filling out the form. The label does not mean that the participant must be a child or someone else: this switch also exposes the membership-rule settings. The participant can be the account owner/respondent. Select that adult when the form offers the choice, or enter the same adult's details in the participant fields.

Leaving Different participant off hides Membership and these participant-level rules. Enabling it can display participant fields or a participant selector; it does not guarantee a checkout without participant selection. Do not substitute a class-level membership link for this automatic-charge setup without verifying that workflow separately.

An age filter controls which classes are shown; it does not choose which required membership to charge. For age-based membership selection, see Select a required membership by participant age. For the membership charging options, see Membership.

# Rearrange filters and questions 

Filter Order:

You can adjust the order in which the filters appear. For example, you can choose to ask for the location or the day of the week first.

Rearrange Questions:

Similarly, you can rearrange the order of questions in the form to optimize the user experience.

# Generate Pre-filtered links 

Create Pre-filtered Links:

If you want to share a specific link that pre-filters the options, such as in a Facebook promotion, you can do so.

Example: A link for diving classes at Pool B can be shared, and when a client clicks on it, the options will already be filtered to display only the relevant classes.