Things to Know About Event Data (i.e., Registration Information)
Information that pertains to a single, specific event is called event data.
Event data is also referred to as "registration information," since it is typically collected from a registrant signing up for a specific event using a Certain registration form.
Profile information is information that applies to an individual regardless of the event(s) they may attend.
Event data relating to registration information is stored at the event level.
Profile information is stored at the account level.
When an event is finished, the event-specific registration data is no longer pertinent.
Using Custom Questions to Collect Event-Specific Registration Information
To collect event-specific data from registrants, you can add one or more custom questions to a registration form.
Custom registration questions are custom questions added to a registration form.
This is useful when gathering information about a registrant that is likely to change if that person attends multiple events.
For example, the custom registration question can ask, "What flight are you on?" or "When will you be arriving?"
Since there are no pre-existing Certain data fields designed to collect such information, you need to make your own.
You may also supply answer choices, when appropriate.
Custom questions and their corresponding answer fields can take various forms.
Some custom questions can be yes/no questions.
Some custom questions can require text entries.
Other custom questions might be answered using check boxes.
Typically, a registrant provides the answers to custom questions during the registration process.
In some instances, event management staff may wish to supply or edit event data.
In those instances, event management staff may wish to hide a question on the registration form from the registrant.
In those instances, event management staff may wish to make the question visible only to event staff.
Answers may also be captured using the Certain Check-In app, during check-in.
Answers may also be captured in a post-event survey.
> Note: When the registrant answers a custom question of type Text in a registration form, the answer will be reformatted to match the option set for the event.
> The option set for the event is included in Plan > Configure > Options.
> The answer may be set to UPPER CASE.
> The reformatting applies if the field is included for reformatting in account-level settings.
Up to 135 custom questions can be added per event.
Custom Registration Questions
Custom Registration Questions are the custom questions already associated with the current event.
A Custom Registration Questions list may be a multi-page list.
- Type – The type of custom question is Text, Text area, Radio, Checkbox, Select, Select Multiple, Ticket, Credit card, Integer, or Number.
- Question – The Name of the custom question.
- Assignment – A system-generated label for the custom question.
- Actions –
- Edit question – Edit question.
- Copy question – Copy question.
- Delete the question – Delete the question.
- Add New – Create a custom question on the Questions page in a modal pop-up window.
Videos:
- All videos about Custom Questions
- Adding a Question (6 minutes)
- Creating a Question (2 minutes)
Re-order Questions
Re-order Questions lists the custom questions in this event.
Drag questions up and down to change the order in which they are displayed.
Videos:
- Reordering Questions (30 seconds)
Question Headers
Question Headers are the question headers set up for this event.
Question Headers list may be a multi-page list.
You use these headers to separate (groups of) questions in two places on registration forms.
1. Questions sections are included in the list of questions you can add. 2. The Verify and Confirm pages of a registration form use Question Headers.
- Add New – Create a header on the Questions - Header Details page in a modal pop-up window.
- Below Custom Registration Question
- Video: Adding a Section Header (1.5 minutes)
- Actions –
- Edit header – Edit header.
- Delete the header – Delete the header.
FYI: Custom Profile Questions
In addition to the maximum of 135 custom questions set up here, each account can have up to 40 further custom questions that collect profile data.
Profile data is information about a registrant that remains constant.
Profile data is unlikely to change per event.
Profile data is held at the account level.
These questions are set up by an administrator.
The administrator setup occurs on Account Settings > Registration > Profile Data.
For example, "Eye Color" would be suitable as a custom profile question.
"Arrival Time" would be a custom registration question.
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