Form Entry & Security
Form Entry & Security describes how to use an Entry page on a Form. An Entry page can serve as a landing page with Event information, a waiver form requiring attendee agreement before registration, and a login page.
Adding the Entry Page to your Form Sequence
- Navigate to Plan > Form > Setup.
- Scroll down to the Page Layout section.
- Select Entry from the Available Sections on the left.
- Click ->> to move the Entry Section over to the Online Form Sequence.
- Use the Up/Down buttons to place the Entry Section before a <Secure Page> and before Reg Details.
- Click Save.
Setting up a Waiver
- Navigate to Plan > Form > Entry.
- Scroll down to Waiver Checkbox.
- Select Require from the dropdown next to Collect?.
- This adds a "Required" Waiver message that Attendees must agree to before they start registering.
- This could be used for Terms & Conditions, a Privacy Policy, etc.
- Enter your desired Waiver message.
- (Optionally) edit the text to be displayed if "Box not checked".
- Click Save.
Options
- If needed, you can add an option to the first page of your Form.
- Whether your Form is Invite Only and only an uploaded list of Attendees can log in to the Form, or this is for a secondary Modify/Edit Form for those who have previously registered, you may add the feature to your Entry page.
- If you have setup Single Sign On (SSO) for your Account, you will be able to edit these settings as well.
- Navigate to Plan > Form > Entry.
- Scroll down to Username and Password.
- Enter the labels you would like to display for the Username and Password fields, as well as any text you would like to display in those fields on the Form.
- Optionally you may select Enable Forgot Password.
- Note: To select this option, you will first need to create a Forgot Password Email Template under Promote > Email Templates.
- You will need to append the Forgot Password DDF to the body of the Email Template and check the Forgot Password Email option for the Email Template.
Login Options
- If needed, you can add a login option to the first page of your Form.
- Whether your Form is Invite Only and only an uploaded list of Attendees can log in to the Form, or this is for a secondary Modify/Edit Form for those who have previously registered, you may add the Login feature to your Entry page.
- If you have setup Single Sign On (SSO) for your Account, you will be able to edit these settings as well.
- Navigate to Plan > Form > Entry.
- Scroll down to Username and Password.
- Enter the labels you would like to display for the Username and Password fields, as well as any text you would like to display in those fields on the Form.
- Optionally you may select Enable Forgot Password.
- Note: To select this option, you will first need to create a Forgot Password Email Template under Promote > Email Templates.
- You will need to append the Forgot Password DDF to the body of the Email Template and check the Forgot Password Email option for the Email Template.