Custom Prompts....they're a beautiful thing. But only if you know how to use them to your advantage!
Below, we'll talk about what the Custom Prompt Library is, how to use it and how to leverage it to create some powerful business logic.
Hop into the Event Builder and select the REGISTRATION tab, then click into the Custom Prompt Library. Take a good look at the warning text in the blue bubble, at the top of the page. Basically, it says....
DON'T DELETE YOUR CUSTOM PROMPTS!!!! (Unless you're completely sure...)
Why? The Custom Prompt Library is essentially your database of custom questions. This mini question database lives across all of your events, within your organization account. It does not live inside each unique event, although it appears that way. Custom Prompts can be used over and over again - once they are created, they will stick to your organization account like white on rice.
The major implication of this is that the data you collect (via these prompts) on past events will still be available to you, from a reporting perspective, long after the event has concluded! If you delete a custom prompt that was used on a past event, that data will be deleted with it.
So don't edit or delete existing custom prompts - unless you're 100% sure you don't need ANY data associated with that prompt.
Ok phew, glad we got that out of the way.
CREATING & ACTIVATING NEW PROMPTS
Click the CREATE NEW PROMPT button and have at it. Read our technical help article on the Custom Prompt Library if you need more details and tips on creating questions.
Now that you have a question, click into the Registration Form tool above. Take a scroll through your pick list of Form Prompts - notice the new one? By creating custom prompts, you are building out your own library of questions to activate for your future events.
This should also reveal another important concept to you - by creating a custom prompt, you are not necessarily adding that prompt to your specific event. You need to ACTIVATE the prompt for that event.
QUICK TIP: recall that the Custom Prompt Library is common across all of your events. It is your organization's mini database of custom questions. Creating a question in the library just adds it to the list - you need to then switch that new custom question on for your particular event. This can be done either in the Default Registration form tool or within a Custom Profile. Click HERE to read more about setting up registration forms.
Time to get fancy, folks.
Create a new prompt and throw it in a new category called "Conditional". This will be our testing category (which you may delete after the lesson!). Make the question a radio button input type and name it "Are you the representative".
Once created, edit the answer inputs to say "YES" and "NO".
Now create 3 new prompts, all under the SAME CATEGORY as the YES/NO question, all with a "Small Text Box" input type:
- "Representative Email"
- "Representative First Name"
- "Representative Last Name"
Once created, click back into the "Are you the representative?" question, then push the orange button "Trigger Discount or Prompt".
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, go ahead and fill out their information!
Get creative and happy prompting!