How to set up Custom Registration Questions

How to set up Custom Registration Questions

Custom Registration Questions are used to collect Event-specific information from Registrants. Custom Registration Questions are useful when gathering information about a Registrant that is likely to change if that person attends multiple Events. For example, “How did you hear about the Event?” For example, “Do you have any dietary restrictions?”

Custom Questions and their corresponding answer fields can take various forms. Some Custom Questions are yes/no questions. Some Custom Questions require text entries. Some Custom Questions are answered using check boxes.

> Note: Anything with a separate price or inventory limits (i.e., sessions, classes, meals, etc.) should be defined as an Agenda Item instead of a Custom Question.

Question Type Options

The most commonly used Question Types are Text, Select, Radio, and Checkbox. Text is an open field. Select is a drop-down menu that allows for only one selection. Radio is a list of answer options with radio buttons that allows for only one selection. Checkbox is a list of answer options with checkboxes that allows for multiple selections.

• Text: Text field with a single row for answer entry (up to 256 characters).
• Textarea: Text area with multiple rows for answer entry (up to 4000 characters).
• Radio: Select a single answer from multiple choices displayed as radio buttons.
• Checkbox: Select zero or more answers from a list displayed as checkboxes.
• Select: Select a single answer from multiple choices displayed as a drop-down list.
• Select Multiple: Select zero or more answers from multiple choices displayed as a scrolling list.
• Ticket: Enter an integer value to indicate the number of items to select or purchase.
• Date: Enter a date (from a calendar selection or text field) in a specific format, e.g. MM/DD/YYYY.

The default calendar date is the current date.

• Time: Enter a time (as a text field) in a specific format.
• Date-Time: Enter a date (from a calendar selection or text field) and time (as a text field) in a specific format.
• Number: Text field, validated as a number.
• Integer: Text field, validated as an integer (a whole number without a decimal).
• File: Upload a file (document, spreadsheet, presentation, etc.), and attach it to the Registration.
• Valid file types include Word documents (and other word processing formats), Excel (and other spreadsheets),.PDF,.PPT (and other presentation formats),.AI,.EPS,.HTML or.HTM,.RTF, text,.Zip, etc.
• File size must be less than 4 MB.
• File name must be less than 50 characters, and unique within the Event.
• Image: Upload an image file and attach it to the registration.
• Uploaded file must be.jpg,.jpeg,.png,.gif, or.eps. (Note:.ai and.psd images should be uploaded via File questions.)
• File size must be less than 4 MB.
• File name must be less than 50 characters, and unique within the Event.
• Rating: Select a rating of one to five by clicking on a star or radio button.

When creating a Rating question, you will select a Rating Symbol of Star (default) or Radio.

Setting up Custom Questions

1. Click the Add New button under Plan > Event Setup > Questions, or click Setup from the Dashboard to create a new Custom Registration Question for your Event. 2. Select a Question Type from the drop-down list. Note: Once data has been entered into a Form (via a Test or Live Registration), the Question Type cannot be modified. 3. Enter a Name for the question which will display in the Registrant’s Confirmation. 4. (Optional) Enter a short acronym for the Question in the Code field. The code will display in report column headers and when creating Logic Rules. By default, the Question Name will be used for the Code. 5. (Optional) Enter text in the Display for Reg Form field which will appear on the Registration Form. The Registrant will see this when they a filling out the Registration Form. You may wish phrase this area as a question, e.g.: “Do you have any special dietary needs?” (If left blank, the Question Name will be used.) 6. (Optional) Enter a custom Error Message to be displayed if the answer to this Question fails its validation. If left blank, then the Form’s default error message will display. 7. If applicable, enter your Answer Options, one per line. You can also cut and paste text from a tab-delimited file into the text box. 8. If any Tags have been set up in the Account by your Administrator, for the Question Type you are adding or editing, you can or more of them. 9. You may set the Question to Optional, Required, or Hidden (no) in the Display Settings section. 10. The other Display Settings allow you to customize how the Question and Answer Options appear on the Form (e.g. displaying answers in rows, columns, etc.) 11. Click Save to see a preview of your Question and to (optionally) set a Default Answer.

Additional Settings: Answer Options

You will see more settings in Answer Options once you save the Question. Click the pencil icon next to the Question you would like to modify or add other settings (e.g. display order, removing some answer, etc.).

Select additional options, if needed.

• Seq.: The sequence, which determines the display order for each answer option.
• Label: The text or HTML displayed as the answer choice on the Form.

Verify your entry.

• Name: The text shown on Confirmations.

Verify your entry.

• Code: The text displayed in Reports.

Verify your entry.

• Sel?: Clear this check box if the answer option is for display purposes only (can't be selected).
• Web?: Clear this check box to remove the answer option from the online Form.
• Capacity: The number of times the answer option can be selected per Event.
• Act?: Clear this check box to deactivate (delete) the answer option.
• Sort answer options alphabetically by Label, instead of the sequence above: Check this box to sort answer options alphabetically by their Label on the Form.

If checked, this will override the numbers in the Seq fields.

• Add a text field after the last option: Check this box to include a text field after the last answer option in your list (e.g. Other).

You may also (optionally) check the box for Display text field on click and Required to get the detailed information.