Two ways to add registrations
- Add registrations manually by clicking Add Registration on the Event Dashboard.
- Create an online registration form for attendees to enter and modify their registration information themselves.
Primary Form usage and benefits
- Online registration forms marked as the Primary Form may be used on the Planner side of the application.
- Using registration forms is more convenient for attendees and more efficient for the event planner.
Scope of online forms
- A single event may have one or more online forms.
- For example, an event might need an attendee registration form, an exhibitor registration form, a speaker abstract submission form, and a post-event survey.
- Forms cannot exist outside an event.
- Forms may be simple, single-page forms, or they may be complex multi-page forms with conditional logic and payment processing.
Online Registration Forms
Overview
- A form consists of one or more sections, with the sections grouped into one or more pages.
- The planner can select the sections, the order of the sections, and the number of sections per page, depending upon the needs of each form.
- The available sections are:
| Section | What It Does | | Entry | An optional section that provides a page to introduce the form. <br> The entry page can display instructions. <br> The entry page can enable registrants to login for access to pre-existing registration data. <br> The entry page can control access to the form through passwords or passcodes. | | Registrant Details | Collects profile contact information such as name, address, phone number and email. <br> You may optionally choose to include custom profile questions as well. | | Attendee Type | Allows or forces registrants to specify an attendee type for their registration. <br> You can also invisibly assign an attendee type to registrants using this section. | | Questions | Displays custom registration questions that collect information you need to run the event successfully. | | Hotel Entry | Introduces the hotel selection process by displaying hotel information including text and images. <br> You can also use the page to ask whether the registrant would like a hotel room or not. | | Housing | Enables registrants to make a hotel room reservation. <br> Includes entry for arrival and departure dates, room type, hotel, special room requests, roommate and room sharing preferences (optional, and room guarantee information). | | Addl Regs | Displays a button on the Verify page that enables registrants to add more registrants to their order. <br> Used to process guests or additional registrants from the same organization who wish to pay together. <br> The Guest Add feature enables you to specify a unique registration form sequence for additional registrations. | | Verify | Displays the information entered on the form and enables the registrant to modify registration choices, complete the registration, or add another person to his or her order. <br> You should place the verify section on a separate page before the financial page and confirmation. | | Payment | Displays the event's payment options and collects payment information (if required). | | Confirm | Should be the last section in the form; the confirmation should always be on its own page. <br> Displays a summary of registration details. <br> The confirmation may be event-wide (for all forms) or form-specific. | | Logic (1-6) | Each logic section may contain multiple logic rules which take affect based on whether certain conditions are met. <br> You may use logic sections to include various rules into the registration form sequence. | | Custom (1-20) | Custom HTML sections display text or graphics in the same way as section headers do. <br> You may configure up to 20 sections. | | Personal Agenda | You can configure the personal agenda section to appear on the same page as Agenda. This will enable registrants to perform a and place agenda items on their Personal Agenda. <br> Even if not included in the form sequence, the personal agenda settings will affect the agenda that displays on both the verify and confirm sections. | | Agenda (1-10) | You can configure each agenda section to display one or more types of agenda items to enable registrants to choose activities, classes, items, meals, session breakouts, and/or tours. | | Agenda | Enables a registrant to view a large number of agenda items by keyword, date, location, group, or track. <br> Only displays those agenda items which meet the criteria. | | Agenda Search | Enables a registrant to search through a large number of agenda items by keyword, date, location, group, or track. <br> Only displays those agenda items which meet the search criteria. |
- How to set up an online form (details)
> Note: Help topics may include features to be released.
Related articles
- Improved Asset Management
- Adding Questions to a Form