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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