Create a Capture registration form

How to create a Capture registration form

A Capture registration form can be used to signup exhibitors at your event who do not already have profiles in the Core. When this option is enabled, a default form is auto created and will need to be configured to suit the needs of your event.

Note: If you are not using the Entegy Registration Element you will also need to configure the registration confirmation email.

Enable the Capture registration form

The Capture registration form option must first be enabled before the form can be configured.

  1. Navigate to Lead Capture > Settings from the Navigation Panel
  2. Select the Exhibitor Registration Form tab
  3. Select Enabled from the drop-down
  4. Click Save
  5. Press F5 on your keyboard to refresh the page

Configure Capture registration form

A simple registration form will be be created by default. This can be edited to capture the correct information. Navigate to Lead Capture > Settings from the Navigation Panel

  1. Select the Exhibitor Registration Form tab
  2. Click Edit Signup Form

Basic fields have already been set up for you. These include First Name, Last Name, Email Address and Profile Type. New fixed and custom fields can be added to the form if they are created in the Core.

Click here to learn more about the registration form builder

Confirm profile types permitted

The default registration form will allow Exhibitors to select any profile type available in the Core, however the form can be edited to only permit one or a chosen number of preferred profile types. Permitting one profile type is recommended, i.e. Exhibitor Profile Type.

Permitting one profile type option

Permitting only one profile type option will hide the option on the registration form. This will force the profile type to be assigned to all registrations created through this form.

  1. Navigate to the Type question
  2. Click the Pencil Icon
  3. Navigate to Item Options from the list
  4. Select Forced from the drop-down
  5. Navigate to Forced Selection
  6. Select the profile type you wish to force
  7. Click OK
  8. Click Save

Permitting multiple profile types options

Permitting multiple profile type options allows the exhibitor to select which profile type they feel is appropriate. As such, these options will appear in the registration form.

  1. Navigate to the Type question
  2. Click the Pencil Icon
  3. Navigate to Item Options from the list
  4. Select Filter from the drop-down
  5. Select the Available Options
  6. Navigate to Default Selection
  7. If applicable, select the default options chosen
  8. Click OK
  9. Click Save