Build and Manage an Event - Step 3

Step 3: Create and Customize Registration Forms

To continue with the event creation process, create a registration form to preview the elements configured in the Event Setup area. After creating a form, proceed with additional elements of the event. Additional event elements include Registrant Details, Agenda, Housing, etc.

Certain Page and Best Practices

| Certain Page | Best Practices | |---|---| | Plan > Forms and Forms > Setup | Create Forms on the Forms page 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. Note that you can place registrants who use a particular form into a Registration Status automatically. Example statuses include "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 approach saves time and reduces annoyance. Use ALT-TAB to get back to the last window you viewed in Windows. This enables toggling 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 that 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. Custom profile questions can be shown in the Profile section AND the Questions section. Custom profile questions can also display options to enter information. It is usually a good idea to make the Registrant Details section one of the initial sections of the forms. Remember that the US State field should NOT be required if 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 restriction 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 needed to run the event. Use Account Profile Questions to gather information about attendees that will not change if the attendee comes to another event held. Examples of account profile questions include Social Security Number and Employee ID Number. 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. These elements give registrants important information. | | Forms > Verify | Use the Verify section to enable attendees to see their selections. Enable attendees to edit their selections if attendees wish to correct any inaccuracies. On simple forms that collect a limited amount of information, this page may be optional. If included, place the Verify section 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 registrants should see a different confirmation depending on which form they use, choose to enable the form-specific confirmation in the Forms > Confirm tab. You can send HTML confirmations to attendees by clicking the Send as HTML? box at the bottom of the confirmation settings screen. |

Once customized the first registration form, move on to Step 4: Add Options.