Setting Up Your Event - Step 4 Registration Forms

Last Updated: Apr 11, 2017 12:45PM AEST

The fourth step is to create a Registration Form for your event that your visitors or delegates will complete while purchasing tickets. Your registration form can capture the most basic of details (name, email and mobile by default) to the most complex of questionnaires. Please consider the length of your registration form because the harder it is for visitors to register, the more ‘drop out’ you are likely to experience. When in doubt, keep the form length to a minimum to minimise registration ‘drop out’.

There are two options available when setting up a Registration Form:


 

1.  USE DEFAULT

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If you want to use the Default Registration Form, click “Use Default” and you’re done. The default form captures the user’s first name, last name email and mobile.

This is the minimum information required to purchase a ticket, as this information is necessary to identify the customer from a transaction perspective. This also ensures that we have at least two communication mechanisms to reach the customer, should we need to speak with them about a transaction/purchase.

You can proceed to setup your tickets, and go for next step.


 

2.  CUSTOM FORM

If you want to create a Custom Registration Form, click “Custom Form”

A Custom Registration Form can be created to suit your specific event registration requirements and is built from scratch using a variety of field types available in the Form Builder tool.

 

2.1    REGISTRATION FORM DETAILS

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Click “Registration form details”, input the form name you want to have.

  • Select Event– The event for which you are creating the registration form is pre-selected, so you know exactly which event you are creating the form for.
  • Enter Form Name –Specify a name for your form. Choose a name that can easily identify the registration form to you and your staff. The Form Name is not displayed to your visitors.

Click “Save and next” and you are directed to “Create form”.


2.2 ADD CUSTOM QUESTIONS

Click on the fields on the right-hand-side to add custom questions.
Tip: For more information about field types, please click on here.

After selecting each of the field types, you will be prompted to define the settings for that question (e.g. is it a ‘Required field’, do you want to ‘Share with vendors’) along with the question text and response options. If a field is set as a ‘Required Field’ then it must be answered before the individual can submit the form (for example you might have a Privacy Policy that the individual needs to agree to (checkbox) before they can proceed). For more information on ‘Share with vendors’, please refer to Section 3.2 of  "VENDOR MANAGEMENT"
 

2.3 PRESENTATION & FORMATTING

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Free text, headings and separators can be used to improve the readability of your registration form. Use these fields when you either need a heading (e.g. “Personal Details”), a batch of text (e.g. “The following details are required so we can get in touch with you in the event of…”) or visual separation between groups of questions/fields (achieved with a separator).

  • Free Text– You can enter free text at any place you want. For example, a “Thank you!” at the end.
  • Headings & Separators– Provide headings for each type of questions for more logical reading (e.g. “Personal Details” or “Contact Information”). You can reorder fields (hover your mouse over the question number, then click + drag your mouse), then add headings in front of each type of question. Separators add a line between fields to identify a transition between different sections of a registration form)

 

 2.4 DISPLAY RULE

If you want a question to show up dynamically (based on their responses to previous questions) then you can use ‘Display Rule’. In effect, displays rules allow you to program your form so that “If a user answers X, then show them question Y, otherwise do not show question Y”. See below for an animated example.

Note that display rules logic can only be based on a previous question. For example question 12 could have a Display Rule set on it, based on the individual’s answers to questions 1 to 11, but not question 13 or greater.

Applying a Display Rule:

Display-Rule-1

What a Display Rule looks like to a user that is registering:

Display-Rule-2

You can see that with the Display Rule logic applied, the question about J.K. Rowling will only be shown when the user selects ‘Fiction’.

 

2.5 SHARE QUESTIONS WITH VENDORS

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The default fields are auto-shared with vendors. For the custom fields, organisers can choose to share with vendors by clicking the 'Share' button on each field. So vendors can view these fields if customers fill them when they register for the event.

 

2.6 FORM OPTIONS

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After completing all your form fields, click “Form Options” and select whether you would like question/field labels above or to the left of the actual response field.

Click “Save and Preview” to preview your registration form, or click “Save” and you are directed to next step.

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