Forms List

Introduction

A form is a Web page that collects information from prospects or attendees.

An event may have one or more forms that enable potential attendees to online register.

This Forms List page lists all the forms for the current event. The page includes the dates that online registration opens and closes. The page includes the status (testing, active, closed) of each form.

The list may be a multi-page list.

If there is more than one form in the event, one form is marked as the Primary form.

Using the List

To create a new form

• Add Form (Plan > Forms > upper right Add Form)
• Copy Form (Plan > Forms > upper right Copy Form)
• Use the Copy action below. The Copy action uses the same wizard. The wizard uses the form pre-selected.

Videos:

• All Certain University videos about Forms
• Manage Forms: Add, Edit and Copy (30 sec.)

Show Inactive

• Show Inactive includes inactive forms in the listed forms.
• When you delete a form, the form is only made inactive.
• You can restore an inactive form by clicking Restore on its Setup page.

Actions

• Edit – See the Setup information for that form.
• Copy – Copy the form.
• Preview – Open the attendee's view of the registration form in a new browser window.
• Favorite – Add that form to favorites.
• The form becomes available via the Favorites global navigation icon at the top of every page.

Form Sections

You may include any of the "sections" below in a form. The event must have the appropriate module enabled for the event.

Sections are often on different pages. Some sections may be on the same page.

The links below are to the relevant setup pages.

| Section | What You Configure in It | |---|---| | Setup | General settings for the entire form. The page layout settings determine which sections appear in the form, the order in which they appear, and which ones are on their own pages (as most are). | | Entry | The first page attendees see in the form. This can be used to deliver registration instructions and optionally to restrict access to the form. | | Registrant Details | The contact information to be collected from the attendee. | | Attendee Type | Which attendee types will be included, and how they will appear. | | Sessions | How attendees can for sessions if Speaker and Session Management is in use. Up to 30 sessions may be used. | | Promo Codes | The Promo Codes available if the 'Registration Group as Promo Codes' module is in use. | | Questions | Which custom questions will be included, to collect additional information from the attendee. May be on up to __ sections. | | Agenda | Which agenda items will be included, and how they are displayed and selected, on up to 40 different sections. These may be Scheduled items, Fees & Discounts, Merchandise, and Other items, as set up on Event Setup > Agenda. | | Verify | The Verify/Edit page. | | Payment | The appearance and behavior of the payment collection section of the form for events that charge fees. | | Confirm | The confirmation page of the form. | | Appointments | Settings for the Appointment Preferences section of a form, in an event which has Appointment Matching enabled. See Setting up an Appointment Preferences form. | | Groups | Settings for the Groups page of the form: enabling the attendee to specify the group of which they want to be a member. (Only in an event which has the Registration Groups module enabled.) | | Accommodation | Settings for the accommodation section, where attendees choose hotel, room, and room sharing preferences. | | Additional Registration Add | Whether and how attendees can others ("additional registrations") under their own registration. | | Logic | Create logic rules that can cause certain elements in the form to be display, or certain values to be assigned, only when the rule criteria are satisfied. | | Custom HTML | Build sections of HTML that can be included in various parts of the form. Often used to provide additional information to the attendee during the registration process. |