Adding Profile Fields to the Registration Form

The Entegy Registration Form Builder allows you to create customisable registration forms that can be either simple or more complex with conditional branching (e.g. showing specific questions based on a previous answer). 

TIP:

Before building the Registration Form, the questions and ticket requirements must be configured as profile fields. If these are not created prior, you will not be able to add questions to your form. 

When first building your form, start by considering what information you want to gather from attendees. Once these fields have been configured, they can then be added to the registration form to create the basic structure of your form.

Further advanced Registration Form features and branching field rules can be added later. You can read more about these features and branching rules here. 

 

To Add a New Profile Field to the Registration Form

  1. Navigate to Registration > Form Setup from the Navigation Menu 
  2. Navigate to the relevant form from the list, and select Form Builder from the drop-down menu
  3. Click + Add Item located on the bottom right-hand side of the editor
  4. Click on each field you would like to add

The main types of Profile Fields that can be added to your registration forms include:

TIP:

Click ‘Publish’ and the Publish to either Staging or Live form to reflect changes made on the actual form.

 

Text Fields

Text fields are text-based questions that are created. This can include fixed fields such as First and Last Name, Organisation, or a custom text field like Address or Zip Code. 

Once a text field has been added to the registration form, click Edit to bring up the following configuration options:

Screen_Shot_2021-11-19_at_10.29.01_am.png

  • Field Name: The name of the question. This will not change the name of the field.
  • Field Label: The label for the Item displayed on the form. If blank, the "Name" will be shown
  • Field Hint: Displayed underneath the label to provide additional information or instructions
  • Placeholder Text: Displayed in the input field before the users enter their own values
  • Required: Tick the box to force attendees to answer this question
  • Include For: Which registrations will this question be presented to:
    • All Registrations: All attendees registering via the form
    • Primary Registrations: Only the first attendee registering when purchasing multiple tickets in a single transaction
    • Additional Registrations Only: All subsequent attendees registering when purchasing multiple tickets in a single transaction (not the first attendee), added by clicking + Add Another Attendee
      Screen_Shot_2021-11-19_at_2.40.13_pm.png
  • Default: What is the default response for this question? - input text 
    • Force Default Value: Is this value forced for all registration?
      • When a Forced Default Value is enabled, the question will be hidden on the form attendees complete, but the default response input for this question will be assigned to all registering attendees

 

Multiple Choice Fields

Multiple Choice fields are fields with a number of selections to choose from. This can include fixed fields such as Profile Type (Ticket Type), or a custom text field like Country, Attendance at a Gala Dinner or Age Bracket. 

Once a multiple-choice field has been added to the registration form, click Edit to bring up the following configuration options:

 

Screen_Shot_2021-11-19_at_10.42.08_am.png

  • Field Name: The name of the question. This will not change the name of the field.
  • Field Label: The label for the Item displayed on the form. If blank, the "Name" will be shown
  • Field Hint: Displayed underneath the label to provide additional information or instructions
  • Placeholder Text: Displayed in the input field before the users enter their own values
  • Required: Tick the box to force attendees to answer this question
  • Include For: Which registrations will this question be presented to:
    • All Registrations: All attendees registering via the form
    • Primary Registrations: Only the first attendee registering when purchasing multiple tickets in a single transaction
    • Additional Registrations Only: All subsequent attendees registering when purchasing multiple tickets in a single transaction (not the first attendee), added by clicking + Add Another Attendee
      Screen_Shot_2021-11-19_at_2.40.13_pm.png
  •  
  • Default: What is the default option for this question - Dropdown selection
    • Force Default Value: Is this value forced for all registration?
      • When a Forced Default Value is enabled, the question will be hidden on the form attendees complete, but the default response selected for this question will be assigned to all registering attendees
  • Available Options
    • For the multiple-choice field, you can filter on what field values to include/exclude
    • Select which to either include or exclude by checking the boxes next to the options 
      • An example of when to use this would be a standard registration form where you might not want the general public to be able to select "Staff" as a ticket type, so this profile type would be excluded from the list.

Screen_Shot_2021-11-05_at_2.47.07_pm.png

Confirm Email Address Field

The Confirm Email Address field is a text field that requires attendees to re-enter their email address to ensure it is correct. This field will automatically check to see if the email address input initially matches what is input for Confirm Email Address. 

Screen_Shot_2022-03-24_at_10.55.29_am.png

  • Field Name: The name of the question. This will not change the name of the field.
  • Field Label: The label for the Item displayed on the form. If blank, the "Name" will be shown
  • Field Hint: Displayed underneath the label to provide additional information or instructions
  • Placeholder Text: Displayed in the input field before the users enter their own values
  • Required: Tick the box to force attendees to answer this question
  • Include For: Which registrations will this question be presented to:
    • All Registrations: All attendees registering via the form
    • Primary Registrations: Only the first attendee registering when purchasing multiple tickets in a single transaction
    • Additional Registrations Only: All subsequent attendees registering when purchasing multiple tickets in a single transaction (not the first attendee), added by clicking + Add Another Attendee
      Screen_Shot_2021-11-19_at_2.40.13_pm.png
    • Default: What is the default response for this question? - input text
      • Force Default Value: Is this value forced for all registration?
        • When a Forced Default Value is enabled, the question will be hidden on the form attendees complete, but the default response input for this question will be assigned to all registering attendees