Advanced Registration Form Features

In addition to including profile fields and branching field rules on your Registration Form, you may also wish to include some other advanced features. 

These include:

 

To Add a New 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

TIP:

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

 

Body Copy Section

The Body Copy Section allows you to input headings, further explanatory text or other relevant information into the form itself. This field will also allow you to input HTML if you need to include other information such as links to videos, websites etc.

To add a Body Copy Section to the form, choose Body Copy Section from the field options. Once added, click Edit to bring up the following configuration options:

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  • Field Name: The name of the field in the back end. This will not change the name of the field.
  • Copy Text: The main part of your body copy. This can include a heading, descriptive text etc. This field can support HTML.
  • 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

 

 

Session Registration

Session Registration allows you to input sessions from your existing schedule directly into your registration form. Attendees can then select which session they would like to attend per timeslot and the organiser can set a limit for how many attendees can register for a single session.

TIP:

Before adding sessions to the session registration, you must create a schedule content page and subsequent sessions.

Please note

This setup is best suited to breakout or concurrent sessions as attendees can only select one (1) session per question. For example, the Morning Breakout has 4 sessions - an attendee can only choose to attend 1 of these 4 sessions.

To add Session Registration to the form, choose Session Registration Group from the field options. Once added, click Edit to bring up the following configuration options:

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  • 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
  • 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
  • Session Title - Select your session from the drop-down list. This list will pull directly from your Schedule found under Content
  • Display Name - Rename the session if required
  • Capacity
    • Input the total number of attendees allowed to register for this session
    • Once the session cap has been reached, attendees will no longer be able to register for this session
    • Input -1 to have an unlimited number

 

Please note

There are some setup considerations to keep in mind when using Session Registration on your registration forms:

  • Attendees can only select one (1) session from a drop-down list
  • The schedule page must be created before the form is configured
  • Information collected from this question is not saved against the profile for easy profile export
  • Information collected from this question cannot be input into an email to remind attendees which session they have registered for
  • Cannot assign a payment value to a session (e.g. Workshop 1 costs $100, but all other workshops are included in the base ticket price). If you are wanting to use this method, you will need to utilise multiple choice profile fields with pricing
  • Can be used to create personalised schedules by 'Show by Profile'
  • An attendance list for session registrants can be viewed when 'Show by Profile' is enabled (Session > Profiles tab via copy and paste into a spreadsheet)

 

Terms and Conditions

The Terms and Conditions allow the organiser to input your event-specific terms that registrants must agree to in order to proceed with their registration. This can include plain text that must be read, a link to a PDF document, a link out to a website etc., followed by a checkbox indicating that the registrant agrees to these terms. 

To add Terms and Conditions to the form, choose Terms and Conditions from the field options. Once added, click Edit to bring up the following configuration options:

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  • Field Name: The name of the field in the back end. 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
  • Terms & Conditions Text: The main part of your Terms and Conditions. This field supports HTML.
  • Checkbox Label: The text next to the checkbox indicating that the registrant agrees to the terms
  • 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

Profile Password

The Profile Password field allows your attendees to create their own unique password for the event app when registering for the event.

When adding this field, it will create two (2) fields on the form. One for Password, and another for Confirm Password. Each of these will need to be configured individually. 

Please note

An attendee's password created as part of their registration is not stored by Entegy, and cannot be emailed to this attendee, even as part of their registration summary. Remembering this password is the responsibility of the attendee.

To add Profile Password to the form, choose Profile Password from the field options. Once added, click Edit to bring up the following configuration options:

Screen_Shot_2022-03-24_at_11.49.21_am.png

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  • 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