INTRODUCTION TO CUSTOM PROMPT LIBRARY VIDEO:
You can also view the following two videos on Custom Prompt creation, which go more dive more deeply into ways of using the Custom Prompt Library to accomplish your goals:
You can also take a look at our technical help article written on the Custom Prompt Library if you need more details and tips on creating questions.
CUSTOM PROMPT LIBRARY
It's important to have a good understanding of how the Custom Prompt Library functions. The Prompt Library is not specific to any event. The CPL (Custom Prompt Library) is a dashboard-level repository.
This has a few key implications:
- 1) Prompts can be reused over and over on subsequent events
- 2) Changes to prompts will reflect on every event it's they're used within
- 3) Deleting prompts permanently delete them from every event they've been used within
- 4) Conditional prompt relationships are unique to each event:
- 4.1) If you create a new event from scratch, the conditional relationships used in another event will NOT apply to the new event
- 4.2) However, if you COPY an event, the copy WILL incorporate the same conditional logic as the original event
HOW TO CREATE PROMPTS
Navigate to the Event Builder and select the REGISTRATION tab, then click into the Custom Prompt Library tool on the left.
Click the CREATE NEW PROMPT button. A small window will appear with your first options to creating a custom prompt:
- Place the new prompt into a new or existing category/grouping
- Write the main text of the new prompt
- Set the input type of the prompt (i.e. text box, radio button, etc.)
After generating the new prompt, the system will guide you into its editing panel, which is broken down into a few key sections (watch THIS video for a deeper look at these settings and options):
- GREEN: control core settings like input type and data-saving characteristics (scope)
- BLUE: view a sample of how your prompt will appear to the end-user
- RED: on multi-choice question types, use this section to edit the prompt's set of answers
Once created, new prompts can be used on any event within your dashboard. It's important to note that the act of creating a Custom Prompt does NOT activate it for the event. Any prompt (whether standard or custom) must be activated on your registration form in order for it to show to registrants.
In the REGISTRATION section of the Event Builder, you have two ways of activating a prompt on a registration form:
- Registration Form tool will configure the default form of your event
- Custom Profiles tool allows you to configure custom registration forms
Within either tool, the FORM PROMPTS tab is where you customize the prompt list that is exposed to the registrant.
Click HERE to read more about setting up registration forms.
The Custom Prompt Library also allows you to create conditional relationships between two prompts. For instance, you can setup a follow-up question if the registrant answers the initial question in a certain way.
Create a new prompt and create a new category for it called"Conditional". This will be our testing category (feel free to make your own category if you like).
- Make the question a radio button input type
- Name it "Are you the representative"
Once created, edit the answer options to be "YES" and "NO".
Now create 3 new prompts, all under the SAME CATEGORY we just created in the prior step. Make them each with a Small Text Box input type. Each text box prompt will be a follow-up to the initial question - if the registrant "No" to "Are you the representative", the system will present the registrant with the following text box prompts in an effort to collect the information of the primary representative:
- "Representative Email"
- "Representative First Name"
- "Representative Last Name"
After creating the three above prompts, click back into the settings panel of the "Are you a representative?" question, then push the orange button "Trigger Discount or Prompt" in the bottom left corner of the prompt's settings panel.
Now, you can link the follow-up questions to the answer "NO". Thus, in our example, if the registrant filling out the form is not the company representative, they will be asked to fill out the information of the true representative: