Before your registrants reach the main event registration section, they will interact with the REGISTRATION FORM you set up. You are free to ask for as much or as little information as you need. Different types of information you can collect:
- Basic contact information (e.g., name, email, mailing address, etc.)
- Information to enforce business rules for your event (e.g., birthdate, membership number, etc.)
- Responses to help shape the experience at your event (e.g., pre-event survey, etc.)
Additionally in the FORMS setup area, you can create custom text to aid in your specific registration process, define what is displayed on the registration confirmation page as well as customize your confirmation email.
You can also create entirely different sets of forms for different types of attendees (e.g., members and non-members) through the use of REGISTRATION PROFILES and custom registration forms for those profiles (See CUSTOM FORMS for REGISTRATION PROFILES at the bottom of the page).
In the EVENT BUILDER, click on FORMS in the quick links section or REGISTRATION SETUP > Items & Forms on the main navigation menu. Under the registrant type you want to work on, click FORM.
If you have REGISTRATION PROFILES set up, you will see them in the list. If not, you will see the "Everyone" profile. Click "Configure" under Tools.
1. FORM PROMPTS
There are several pre-defined fields for you to choose from (email, first name, and last name are always required unless you allow for family member registration). Simply click on the checkbox to the left of the field you want to include and set whether it is Optional or Required.
If you don't see the field or question you want, you can create CUSTOM PROMPTS by clicking on MANAGE CUSTOM PROMPTS.
If you need the registrant to upload images or documents, activate that feature here. Once activated, you will be able to customize the instruction message. Registrants can always return to their MY EVENT area to modify or add documents and images linked to your event. You can access these uploads from the DETAILS panel of each registrant in the DASHBOARD area.
If you want to collect information on how the registrant found out about the event, you can use the referral menu (the menu in this setup is just a sample). It will contain the names of prior registrants and a few general referral sources. If the registrant does not see their referral source in the menu, they can enter their own!
2. CUSTOM TEXT
You may add language to each panel of the registration form and also override your organization's disclaimer text (or hide it entirely). In any section, add your text, format it and click on "Save".
Top-of-Form Notes. These notes go right atop the registration form.
Optional Field Area Notes These notes atop the custom prompts panel.
Item Selection Notes These notes go atop the item selection panel.
Checkout Panel Notes These notes go atop the final checkout panel.
Registration Disclaimer & Acknowledgement If shown, the registrant has to acknowledge and agree to your disclaimer prior to completing registration. In your ORGANIZATION ACCOUNT, you can set the default disclaimer which will be displayed on each event (unless you choose to hide it). If you want to override your organization default disclaimer, you can do that here.
3. CONFIRMATION PAGE
You have the ability to add a custom message to the checkout page along with important links (to other websites or pages). In addition, you can specify the other items your registrants will see on the page.
Onscreen Paragraph Add a thank you or a brief message to your registrants. You can customize your registration confirmation email in the next section.
Links Include links to important information by including the url and a short name of your link. If you want to include documents you already uploaded to your event, you can simply copy that url and include it here.
Scannable Activity Passes For each registration item you created, a scannable activity pass is available. This is extremely useful for on-site, day of event check in. Here you can allow registrant to print all or selected activity passes. If you don't want these printed, you can click "Do Not Allow".
Parking Pass Similar to activity passes, you can allow a registrant to print a parking pass or not.
Checkout Receipt Registrants will always be able to get to their receipt or invoice. However, you may elect to hide it from the confirmation page (especially if the event is free).
4. CONFIRMATION EMAIL
The Eventsquid system will generate and send a confirmation email to your registrants. The following information is automatically included:
- Event Name along with the event id number and attendee id number
- Any custom links you set up (see above 3. Confirmation Page)
- Links to change guest lists (if the registration includes any guests), view receipt and passes, save the event to a calendar
- Event contact information
- Link to event website
You may customize the body of the confirmation email with your own message. Enter your information and click Save when done!
CUSTOM FORMS for REGISTRATION PROFILES
You can use one registration form form for all registrants or you can vary forms based on groups of registrants referred to as REGISTRATION PROFILES.
For example, you have an event and you will have both members and non-members of your organization attending the event. You may want to ask for membership number for "members" and not for "non-members".
First, make sure you have REGISTRATION PROFILES set up for Members and Non-Members.
Then, under FORMS, set your default registration form presented to Everyone to not ask for membership number. Then, click CONFIGURE next to the Member profile to create a custom form and make "membership number" required.
Once you are done, the Member Registrant Profile will show "Custom" in the Using Form column.
Note: The "Everyone" form will apply to all profiles using the "Default" form and also apply to guests of registrants if you are using the "FULL GUEST" method.