The Registrant Details section of the registration form collects a registrant's personal contact information.
Section Header
A Section Header can be configured on most of the pages that make up a registration form. A Section Header displays additional instructions or event information related to that section.
- Text Above Header is displayed above the header bar, at the top of the section.
- Header Text is displayed in the header bar (in a contrasting color).
Default value: "Personal Profile".
- Text Below Header is displayed directly below the header.
- Formatting: The text in any of the three fields can be plain text.
The text in any of the three fields may also include HTML tags.
The text editor opens in a separate pop-up window when using the </> icon below the lower right corner of the text box.
- No Header: If all the fields in the Section Header area are left blank, no header is shown for the section when the attendee views the form.
Select Fields
Available Fields on the left lists the default Certain Profile fields. Available Fields on the left also lists any custom profile fields defined for the account.
Using the arrow controls, select fields there. Move selected fields to the Fields to Display list on the right.
To reduce scrolling, use the Filter text box. The Filter text box limits the list to matching fields.
- Click » or « to move selected fields to the right or left.
- Click »» or «« to move all fields right or left.
- Click Top, Bottom, Up, or Down to change the position of a selected field in the Selected Data Fields box.
The selected field order is the order in which field will appear in the form.
> Note: You can enable new registrants to select their own Username and Password. > Username and Password are stored at the account level in their Profile record. > Enable this feature by including those fields on this page.
Video: Collecting Username and Password (2 min)
These fields can be used on registration forms to restrict access to Profile logins. See Forms > Entry.
Gender: Gender shows as a field.Gender works like a custom profile question.
Gender customization lets you customize the answer subset.
- Insert Row enables a multi-column profile section layout.
All fields between <{new row}> markers are displayed on a single row on the registration form.
- Save: Click Save at the bottom of the page after making field selections.
Save enables modification of selected fields in the Active Registrant Information section.
Active Registrant Information
After selecting information to collect about each attendee, click Save. After clicking Save, the page shows a row for each selected field.
You may configure the behavior of each field as follows:
- Require collects data.
Require means the registration form requires an answer to be provided.
Require cannot be set for custom profile data fields unless you click override defaults.
If a data field is collected, the system validates the collected data.
If validation finds an error, the system returns an error message.
For example, U.S. addresses are validated for 5 or 9 digit zip codes.
U.S. addresses are also validated for 10 digit phone numbers.
Email addresses are validated for the user@domain.xxx format.
- R-only (Read-only) displays data.
Read-only prevents the online registrant from modifying the information.
Read-only is useful for invitation events.
Invitation events can allow the invitee to register online.
Invitation events can prevent invitees from transferring their invitation by changing name fields.
> Note: If a field is marked as "Read-only", but the registration does not have any data for that field, the form shows an empty text form field.
> This setup enables the registrant to optionally provide the missing information.
- Verify/Confirm: If selected (as it is by default), the field is included on the Verify and Confirm pages of the form.
Verify/Confirm also includes the field in the confirmation email.
Clear the check box to hide the field in those places.
- Text to Display is the label displayed on the registration form.
- Size can be set to Long, Medium, or Short.
See Display Settings for definitions.
- Default or Subset of Answers sets the default answer.
Default or Subset of Answers also sets a list of answer options for the question, where required.
> Note: Changes made to the gender label are stored at the event level. > Unlike other custom questions, changes made in one form are not independent from changes made in other forms.
Custom Profile Questions
A custom question in the list has a checkmark icon instead of a row number. Other fields cannot be edited.
- Click the first-column icon to override defaults for custom questions.
After overriding defaults, you can make the question Required.
After overriding defaults, you can edit the Text to Display.
Required and Text to Display default to not required and the text from Custom Profile Data.
- Question icon: To restrict the list of answer options displayed on the form, click the icon on the right of the Text to Display.
Then edit the settings in the Customize Profile Answers pop-up window.
Other Options
Email Uniqueness
Select one of these three radio buttons to determine whether/how email uniqueness is enforced.
- Do not enforce email uniqueness: Attendees can register multiple times for this event using the same email address.
Using the same email address creates duplicate profile and registration records.
- Enforce email uniqueness within this event: An attendee cannot register for this event if there is already a registration record with the same email address in this event.
Someone has already registered for it using that email address.
> Note: Someone may have registered for a different event using the same email address. > Thus multiple profile records exist. > Profile records are held at the account level.
If selected, the system displays two additional fields below.
- Enforce email uniqueness within this account: An attendee cannot register for this event if there is already a profile record in this account using the same email address.
The most likely reason is registering for any event in this account, including this event.
Note: This is the default value for new forms and new events. If the form or event is a copy, then the form's default value is whatever the value was in the original form.
Caution: If this option is selected, a potential attendee already in the account's profile database can still register if the form's Entry Page optionally collects Username and Password. The attendee knows their Username and Password.
If selected, the system displays two additional fields below.
If either of the "email uniqueness" options is selected, these two fields are displayed:
- Event Fields: To customize the text of the error message to be displayed, you can select a dynamic data field and click Add to Message.
For example, " Current URL ".
- Email not unique: The text of the error message to be displayed if the email address entered is not unique.
Example: "A registration already exists with this email address. Please log in to your existing registration rather than creating a new registration."
The system allows HTML code in the message.
You can click </> to edit the message in a pop-up HTML Editor.
After editing, click the Update Web Content button to save changes and close the editor.
Organization and Phone Auto-Suggest (Check Boxes)
- Enable organization auto-suggest: If selected, when the registrant starts typing in the Organization field, the registrant can select from a list of matching organizations.
Matching organizations come from existing profile records in the same account.
Clear the check box to disable this.
- Enable phone auto-suggest: If selected, phone number fields are pre-populated with the country's calling code.
The registrant adds the rest of the number.
Clear the check box to disable this.
Display Settings
If you include any of the following fields on the registration form, you can optionally provide an explanation to be displayed beneath the field.
- Explanation for badge name field
Example: "The 'badge name' is your full name exactly as you'd like it to appear on your name badge."
- Explanation if requesting a username and password
Example: " a username and password to access your personal information at a later date."
- Explanation and instruction if displaying date of birth field
Example: "The Date of Birth value has been masked to protect privacy. To re-submit a new date of birth, clear the old value and enter a new date."
You can adjust the length of each of these three sizes of fields. Default for all three = 25 characters.
- Size of input field (long fields): Length (in characters) of long fields.
- Size of input field (medium fields): Length (in characters) of medium fields.
- Size of input field (short fields): Length (in characters) of short fields.
Default States Available
Select the countries for which the default states (if defined) must be available in the State/Province drop-down list on this form.
> Note: States are not available for all countries.
The countries available for selection here are controlled at the account level. See Account Settings > Registration > Profile Data.
Default Countries Available
Select the countries to be available for selection on this form.
The countries available for selection here are controlled at the account level. See Account Settings > Registration > Profile Data.