CONCEPTUAL VIDEO REVIEW OF CUSTOM PROFILES
REGISTRATION FORM BASICS
First, navigate to the REGISTRATION tab in the Event Builder. Click the REGISTRATION FORM tool on the left. This is the Default Registration Form, which can be used for events:
- That share form prompts and other settings across multiple profiles
- That are not using Custom Profiles at all
DEFAULT REGISTRATION FORM TOOL
Take a look below at a brief explanation for each of the form attributes you can edit in the Registration Form tool.
- 1) FORM PROMPTS: the primary question list you will present to registrants
- 2) FORM TEXT: any additional instructional text on the form; also include a must-agree-to disclaimer
- 3) CONFIRMATION PAGE: configure the confirmation page with custom links and a message
- 4) EMAIL: customize the body of the confirmation email that is sent to completed registrants
- 5) EMAIL IMAGES: decide the banner image and logo that will appear atop your confirmation email
REGISTRATION ITEMS TOOL
Click the REGISTRATION ITEMS tool on the left now. You'll often hear us refer to this tool as your "sandbox". The tool serves as your pool of registration options that will be offered across all registrants of your event.
Keep in mind, these options can all be bunched together within a single registration form OR allocated across different profiles (depending on your event's business rules).
QUICK TIP: if every registrant for your event can fill out the same form, then you won't need to use profiles. Simply configure the Default Registration Form, create any/all Registration Items you need, then launch!
Custom Profiles are used to create unique registration forms for different types of event attendees (i.e. "Exhibitors" and "Attendees").
Navigate to the REGISTRATION tab within the Event Builder. Then, click into the CUSTOM PROFILES tool on the left. Notice in the screenshot, we created 3 profiles. Each profile is a unique registration form.
We created the 3 profiles because Members, Non-Members and Sponsors should not see the same registration items or prompts during registration.
Within each profile, you are able to allocate your Registration Items.
You can also customize the form prompts that are shown to each Custom Profile. Notice the FORM column in the screenshot of the profile grid above. Each profile says DEFAULT underneath the Form column. A Custom Profile set to DEFAULT will use the configurations setup in the Registration Form tool (particular the Form Prompt list).
EDIT CUSTOM PROFILES
To configure a Custom Profile, click the small PENCIL icon to the far right of the Custom Profile in the grid. After clicking, you will enter the profile editor, shown in the screenshot below:
The first step in configuring a Custom Profile is the selection of which Registration Items will appear for the registrants on that profile. The PROFILE ITEMS tab in the profile editor contains a scrollable window with each of the registration items you built within your event. Each item has a checkbox next to it, which allows you to activate (or deactivate) it on the Custom Profile.
Recall that you have the same 5 options in the DEFAULT Registration Form editing tool. When first editing a new profile, notice that you cannot click into any of the sub-tabs (they are "greyed out"). That's because each profile starts off set to the Default Form settings - notice the switch in the upper right corner of the profile editor states USES DEFAULT SETTINGS.
What that means is that although you have a custom profile (with a specified subset of your item pool turned on for that profile) the profile is still using the additional settings from the Default Registration Form tool.
If you flip this switch, the system will enable you to customize all settings for that profile, thus deviating from the Default Form.
However, in certain situations the Default Form can be very useful. Imagine that you have 5 different profiles. Each profile has its own set of registration items; but, 3 of them will ask registrants the exact same set of prompts.
Given the business rules, you can configure the DEFAULT Registration Form tool to meet the needs of the 3 profiles with matching prompt lists.
VARY PROFILE SETTINGS
As mentioned above, for the profiles that need full customization, you can flip the switch in the profile editor.
The custom setting allows you to deviate a Custom Profile's complete set of configurations from the Default.
This tactic proves valuable when you need to modify one or more key form settings for a specific type of registrant.
Here are some examples of when you would want to flip the Custom Profile's form switch to USES CUSTOM SETTINGS:
- When the current registrant type needs a unique list of FORM PROMPTS
- If you would like to customize the CONFIRMATION EMAIL IMAGE according to that reg type
- If you would like to customize the CONFIRMATION EMAIL BODY according to that reg type
- When you need to setup Terms & Conditions according to a specific type of registrant (FORM TEXT)