You can collect important data from the attendees enrolled in the event through the registration form. Our platform contains a standard registration form which asks for the name, email, usernname, password, role and company information by default. Other questions can be added by the user in addition to these (as well as removing the default questions from the form).
The Registration Form can be set as open or closed, with the former setting the registration form as open to anyone, and the latter restricting access to only those who are invited. Lastly, it is available in three languages: English, Spanish and Portuguese
To access the registration form, click on 'PEOPLE' > 'REGISTRATION' > 'REGISTRATION FORM'
The registration form contains default questions that are set in order. The questions are (First Name, Last Name, Username, Email Address, Password, Role and Company)
To change the default texts press the 'EDIT' button in the top right corner, click on the question you want to change , input the new question in the field and press the 'END' button in the top right corner when you have finished editing.
Note: When deleting a Role OR Company, This option is called Profile Blocking, and prevents the user from modifying their information via the application to put photos, rename, and insert their phone number. To enable Profile editing, and thus re-enabling Role and Company questions, go to the Event Tools and disable Profile Lock in the (Lockout section).
Here we can add new questions to the structure of the event registration form.
To add a new question press the ' + ADD QUESTION' button in the top left corner.
Fill out the details of your question starting with the 'Question title' and 'Question subtitle' (if required)
Then you can choose the 'Answer Type' from a list of options using the drop down box.
- YES OR NO - The attendee must choose between YES and NO
- GRADE FROM 0 TO 5 - The attendee should choose a number from 0 to 5
- OPTIONS LIST - Here the organizer can set several options for the attendee to choose from. (not multiple choice)
- PLAIN TEXT - Displays a text box for the attendee to reply with a response
- PASSPORT FIELD - Within the standard international passport structure, the attendee must enter the official ID
- FILE UPLOAD - The attendee must attach the desired file, requested by the organizer
- BRAZILIAN CPF FIELD - The attendee must enter their official CPF number
When adding an option list as an answer, in the field page click on EDIT then select your question. Press the bullet point icon (outlined in the image below)
Then click the blue 'ADD MULTIPLE OPTIONS' button
To view the submissions of the registration form questions Press on the 'SUBMISSIONS' tab then click on the name of the user who's registration information you would like to view, as shown below:
You can export all your attendees registration submissions (form info) by pressing the 'EDIT' button in the top right corner, then pressing the 'REPORT' button in the top left corner. This will download the information to an excel document.
You can edit and configure the structure of your registration form for your project, remembering that all the settings of 'Event Tools (Ex: Invitations)' and 'Event Structure (Ex: Private / Registration Date)' should follow the logic you are putting into your form
Press the 'EDIT' button in the top right corner, then click on the 'SETTINGS' tab.
To preview the form you have created, click on the 'PREVIEW FORM' button at the top of the page.
No, there is no limit to the amount of questions you can have in the registration form.
The term 'Required' means that the attendee will need to answer that question to be able to advance through the registration.
To choose weather a question is required or not press the 'EDIT' button, click on a question, then tick or untick the check box next to 'Required'
Yes, hover your mouse over the squares next to the custom question ad drag the squares up or down, to place the questions into order.
Yes, this is possible by pressing the 'EDIT/ERROR/SUCCESS MESSAGES' button at the top of the page.
To restore the original default question headings, click "Edit Error / Success Messages" and then click the 'Edit' button. Select the item you want to restore to the original settings by ticking the check box and click 'Remove' . Finish the changes by clicking on the 'End' button.
Whenever exporting your guest information, please notice, you should only export on the registration form. You will receive all the information necessary if your guest is bringing another guest for example.