Build and Manage an Event - Step 3

Build and Manage an Event - Step 3

Step 3: Create and Customize Registration Forms

To continue with the event creation process you should create a registration form to preview the elements you have configured in the Event Setup area. Once you have created a form, you can then proceed with additional elements of the event, such as Registrant Details, Agenda, Housing, etc.

If you want certain types of attendees to in different ways, use a different form for each different registration process. This choice will simplify the task of creating each form significantly.

Best Practices

Plan > Forms and Forms > Setup

• Create Forms on the Forms page.
• If you want certain types of attendees to register in different ways, use a different form for each different registration process.
• Note that you can place registrants who use a particular form into a Registration Status automatically, such as "Cancelled" for a cancellation form.

Previewing Forms

• On the Form > Setup page, click Preview button to open the form in a separate window.
• To test the form, you must enter actual registration data into the form and click-through to subsequent pages in order to see them.
• For this reason, keep the window open with data populated rather than close it every time you finish reviewing a single detail.
• This will save time and annoyance.
• Use ALT-TAB to get back to the last window you viewed in Windows.
• This will enable you to easily toggle between the form and Certain (attendee side and planner side of the application).
• Click the Refresh button or click the F5 key on the keyboard to see changes made to your form.
• Remember you must click the Submit button in Certain to commit changes you have made first.

Forms > Registrant Details

• The Registrant Details section can be used to include predefined profile fields and custom profile questions.
• Custom profile questions are flexible in that they can:
• be shown in the Profile section AND the Questions section
• display options to enter information
• It is usually a good idea to make the Registrant Details section one of the initial sections of the form.
• The US State field should NOT be required if you are expecting international attendees.
• To handle contact information for international attendees, include the Country and Province/District fields.

Forms > Attendee Type

• You can restrict which Attendee Types a registrant can select on a particular form.
• This is useful for situations where only certain registrants should be able to use a particular form.
• If only one attendee type will use a form, consider choosing to hide the Attendee Type section on the form.
• Choose No on the Display Attendee Type List? drop-down list.

Event Setup > Questions and Forms > Questions

• Use questions to gather information from registrants:
• Use Custom Registration Questions to gather information you need to run the event.
• Use Account Profile Questions to gather information about attendees that will not change if the attendee comes to another event you hold (e.g., Social Security Number, Employee ID Number, etc.).
• On the form, remember that you can create breaks between groups of questions using Header/Section breaks.
• A header/section break may contain a header or subtitle and/or text and images that give registrants important information.

Forms > Verify

• Use the Verify section to enable attendees to see their selections and edit them if they wish to correct any inaccuracies.
• On simple forms that collect a limited amount of information, this page may be optional.
• If included, the Verify section should be on its own page.

Event Setup > Default Confirmation and Forms > Confirm

• If all attendees should see the same confirmation, consider using the event-wide confirmation from the Event Setup > Default Confirmation tab.
• If you would like registrants to see a different confirmation depending on which form they use, choose to enable the form-specific confirmation in the Forms > Confirm tab.
• Note that you can send HTML confirmations to attendees by clicking the Send as HTML? box at the bottom of the confirmation settings screen.

Once you've customized your first registration form, move on to Step 4: Add Options.