Form Entry & Security

If you use an Entry page on your Form, it can be used as a landing page with Event information, as a waiver form which an attendee must agree to before registering, and it can also be used as 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.
Use the Up/Down buttons to place the Entry Section before Reg Details.
Click Save.

Setting up a Waiver

Navigate to Plan > Form > Entry.
Scroll down to Waiver Checkbox, and select Require from the dropdown next to 'Collect?'.
The action of selecting Require will add a "Required" Waiver message that Attendees must agree to before they start registering.
The waiver can be used for Terms & Conditions, a , etc.
Enter the desired Waiver message, and (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 the Form.
Whether the 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 the Entry page.
If the account has Single Sign On (SSO) set up, the settings can be edited as well.
Navigate to Plan > Form > Entry.
Scroll down to Username and Password.
Enter the labels to display for the Username and Password fields, as well as any text to display in those fields on the Form.
Optionally, select Enable Forgot Password.
Note: To select this option, create a Forgot Password Email Template under Promote > Email Templates.
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 the Form.
Whether the 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, add the Login feature to the Entry page.
If the account has Single Sign On (SSO) set up, the settings can be edited as well.
Navigate to Plan > Form > Entry.
Scroll down to Username and Password.
Enter the labels to display for the Username and Password fields, as well as any text to display in those fields on the Form.
Optionally, select Enable Forgot Password.
Note: To select this option, create a Forgot Password Email Template under Promote > Email Templates.
Append the Forgot Password DDF to the body of the Email Template and check the Forgot Password Email option for the Email Template.

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How to set up a Form's Entry Page
Event Setup: Details
Adding Sessions - One by One or Via Import
Form Password Options
Web Integration Links

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