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 register online. This Forms List page lists all the forms for the current event, with the dates that online registration opens and closes, 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 of them is marked as being 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, which uses the same wizard but with the form pre-selected.
Videos: All Certain University videos about Forms. Video: Manage Forms: Add, Edit and Copy (30 sec.)
Show Inactive: Include inactive forms in those listed. (When you delete a form, it is only made inactive. You can therefore restore it, 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 your favorites. (It is then 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, provided the appropriate module is enabled for the event. Sections are often on different pages, but some 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 select 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, up to 40 sections, 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 when Appointment Matching is enabled. See Setting up an Appointment Preferences form. | | Groups | Settings for the Groups page of the form, enabling the attendee to specify the group to which they want to belong. | | Accommodation | Settings for the accommodation section, where attendees choose hotel, room, and room sharing preferences. | | Additional Registration Add | Whether attendees can register others under their own registration. | | Logic | Create logic rules that cause certain elements in the form to be displayed, or certain values to be assigned, only when the rule criteria are satisfied. | | Custom HTML | Build sections of HTML to be included in various parts of the form. Often used to provide additional information to the attendee during the registration process. |
How do I perform common tasks in the Forms area?
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