Registration Form Settings

When using the registration form you can collect important data from the attendees enrolled in the event.

This article intends to explain what each tool of the registration form setting does and how they will, individually or grouped, affect the form. Based on your event's need you can adjust it accordingly.

Accessing Registration Form Settings

You can edit and configure your form's structure by going to Marketing > Registration > Registration Form. Press the Settings button located at the top right corner of the page. You can toggle the tools on and off using the button beside each one of them.

Reg form tools

The settings tools are segmented into three groups:

  • Registration
  • Login
  • Moderation

Registration

In the Registration section, you will see the tools below:

General settings
Some tools are incompatible with each other and may cause unwanted behavior. For more about how registration form tools interact, refer to our article Registration Form tools compatibility.
Invites

If enabled, a private registration form will be generated for your guests. For further information on Invites, refer to our Invitees article.

Waitlists

If enabled, guests will have to be manually approved in order to join your event. For further information on Waitlists, refer to our Waitlists and approval requirement article.

RSVP

If enabled, it will provide an RSVP option for your event. For further information on RSVP form, refer to the RSVP Confirmation article.

Tickets

If you are planning to sell tickets in your event, this feature must be enabled in order to have a Tickets page where you can create and manage the tickets, sales, payment settings and invoices. For further information on Tickets, consult the Ticket management article.

Ticket transfer

This option should be enabled if you want to allow the attendees to transfer their own tickets.

The Tickets tool needs to be enabled first before the Ticket transfer tool can function.

If Ticket transfer is enabled, the attendee will see three dots right by their ticket in My tickets.

Ticket giveaway

If a participant or administrator transfers their one and only ticket, they will be removed from the event. If Ticket requirement is enabled, any event attendee can only be in the event with a ticket linked to the user.
Email requirement when filling ticket for guests

When this feature is enabled, users will be required to enter the guest e-mail address. For more information about the Guest form, refer to the Guest form section as wel las the Guest form article.

RSVP form

As this feature works alongside the Invite requirement, first the participants need to enter their username or email registered on the platform by the event organizer. Then they can access the RSVP form as shown below. For more information about this Yes or No form, click on RSVPs from your attendees.

The RSVP tool needs to be enabled first before the RSVP form tool can function.
You can change the headings related to RSVP form using the Headings feature. To learn more about this, refer to the Headings article.

RSVPs from your attendees
If the Quick Form is not activated, once the participants answer the RSVP they will be directed to the regular registration form.
Quick form

Similar to the RSVP form, this feature works alongside the Invite Requirement. By activating it, you will allow your guests to enter only their username or email address and automatically finish their registration.

Quick form
Guest form

This feature allows participants to bring a guest for the event. There is no need for the guest to answer the registration form, their information can be entered by the participant.

Guest form
To learn about tools that the Guest form is incompatible with, refer to our article Registration form tools compatibility.

When enabled together with Edits on form, attendees will be able to add guests by editing their account details. For more information, refer to the Edits on form section.

Edits on form

When you enable this feature, it allows editing on form answers after it has been submitted. This action can be done on the My Account area by clicking on the Edit button.

Edits on form

You can also restrict fields so that they are not editable even when Edits on form is enabled. For example, you may want to allow attendees to modify their Role and Company information, as well as certain custom fields answers, but restrict them from editing their First name, Last name, and Email address.

To do so, click on the Edit button. Then, uncheck the Allow edit box under the field you wish to restrict.

Screenshot showing the Allow edit checkbox

After doing so, the restricted fields will not be editable even when Edits on form is enabled.

GIF showing the restricted fields

When enabled together with Guest form, attendees will be able to add, modify, and remove guest details by editing their account details, as shown below.

GIF showing how to edit guests in the My Account page
When removing guests, attendees may see the Remove confirmation pop-up window after pressing Done. Attendees can click on the Continue button to proceed with the guest removal.

Screenshot showing the guest removal confirmation window

Activities on form

If you wish, you can add an extra step in which participants can enroll in activities during registration. It's advisable to use this feature if you have set a capacity limit for the activities.

Activities on form

If the activity has already reached its full capacity, it will get crossed out on the Registration form:

To set an enrollment capacity limit for your activity, refer to our Agenda Management article.
Get crossed out on the Registration form
Activities that have the Automatic enrollment tool enabled will not appear on the Registration form.

And under My Agenda, the activity will be displayed as Not available:

the activity will be displayed as 'Not Available'
The Activities on form feature will not work if TicketsWaitlist and/or Approval requirement options are enabled. Also, make sure that the Automatic enrollment box is unchecked in the Activity Details tab.
Hotels on form

If you enable this tool, participants will be able to book their hotels on the Registration Form.

They will be able to:

  • Select a hotel
  • Choose a Room Type
  • Add their Check-in and Check-out dates
  • Choose whether they are bringing a guest or not.
Image showing how hotels appear on the registration form

Hotel reservations will then appear in the Hotel management page on the platform for event organizers to see. To learn more about the Hotel management feature, refer to our Hotel management article.

Registration without access

If enabled, users will not see the Go to event! button which gives users access to the event's Virtual Lobby upon registration completion.

Registration without access

Display tickets before identification

If enabled, the order on the Purchase form will change to show the Tickets section before the Identification section.

Below is how the Purchase form looks with the Display tickets before identification option disabled on the left and with it enabled on the right.

Screenshot showing the Purchase form with the Display ticket before identification disabled (left) and enabled (right).

Hide billing section

If enabled, participants will not be able to see the billing data on the Purchase form.

Below is how the Purchase form looks with the Hide billing section option disabled on the left and with it enabled on the right.

Hide Billing section

Login

In the Login section, you will find the tools below:

Login

Allow non-sso login

Allow users to login to event without SSO requirement. Refer to our Single Sign-On article for further information.

Mandatory SSO Auth

Users will only be able to log into the event through the Single Sign-On authentication. Refer to our Single Sign-On article for further information.

Auto register with SSO

Allow users who log in using SSO to be automatically registered to your event, even if they were not added to the event's list of attendees. Refer to our Single Sign-On article for further information.

Moderation

In the Moderation section, you will see the tools below:

Moderation section

Ticket Requirement

Define if tickets are a requirement to enroll at this event. When this feature is enabled, only participants holding a ticket will be able to attend the event. This will add some extra steps during the registration process as displayed below:

Ticket Requirement

The Tickets tool needs to be enabled first before the Ticket requirement tool can function.
If you have the Ticket requirement enabled, the Password field will appear as a mandatory field on the purchase form even if you have removed it from the default questions in the Fields section or enabled the password lock.
Approval Requirement

When Approval Requirement is enabled, administrators must approve all attendee enrollment to the event. Once the user completes and submits the registration form, they will be placed on the Waitlist and will need to be approved by the admin to become an attendee.

The Waitlist tool needs to be enabled first before the Approval Requirement tool can function.
When the Ticket requirement tool is enabled alongside Approval requirement, registrants are taken to the Applicants page instead. For more information, refer to our Applicants article.
Invite Requirement

Set that only guests with invites will be allowed to enroll at the event. If manual approval is enabled, guests will also have to be approved in addition to their invitee.

The Invites tool needs to be enabled first before the Invite requirement tool can function.
Invite Requirement

For more information on the Invites tool, refer to our Invitees article.

By using the Approved list mechanism, you will be able to allow specific email domains to bypass certain registration form restrictions such as invite requirement, ticket requirement, and approval requirement. Refer to our Approved list article for further information.
Waitlist Requirement

When the Waitlist Requirement is enabled, guests are automatically added to the event admission list when it has reached its full capacity, and their enrollment should be manually approved by admins.

The Waitlists tool needs to be enabled first before the Waitlist requirement tool can function.

Static field settings

To access the settings which regulate the registration form default fields, click on Static fields from the left hand menu.

Gif showing how to disable and enable static fields.

  • Autogenerated username: If enabled, the Username field will not be on the registration form as the system will automatically generate a username for the registrant.
  • Salutation lock: Restricts the Salutation field from appearing on the registration form. The Salutation field allows participants filling in the registration form to select the title they are addressed by. This lock is disabled by default and if enabled, the Salutation field will not be displayed on the registration form.
  • Profile lock: Restricts access to the visibility of a user's personal data in the Virtual Lobby. Refer to our Virtual Lobby Tools for further information.
The profile lock tool doesn't affect the visibility of the Company and Role fields in the Registration form and Networking area of the Virtual Lobby.
  • Password lock: Removes the Password field from the registration form.
  • Telephone lock: Removes the Phone field from the registration form.
  • Website lock: Removes the Website field from the registration form.
  • Role field lock: Removes the Role field from the registration form.
  • Company field lock: Removes the Company field from the registration form.
  • Global fields lock: Removes the Global fields questions from the registration form.
  • Tags lock: Removes the Tags section from the registration form.
  • Profile picture lock: Removes the User picture field from the registration form.
  • Email confirmation lock: Removes the Email confirmation field from the registration form.
  • Disable password confirmation: Removes the Confirm password field from the registration or purchase form.
  • Block assistant email: Removes the Assistant email field from the registration form.
  • Block personal emails: Blocks the use of personal email domains on the registration form.

If the Block personal emails tool is enabled, the following email domains will be disallowed on the registration form. Click the drop-down below to view them:

Blocked personal email domains
gmail.com
outlook.com
proton.com
aol.com
zoho.com
icloud.com
hey.com
yahoo.com
gmx.com
mailfence.com
mail.com
tutanota.com

When participants try to register with any of the emails listed above, they will receive the following message:

Block personal emails
The Company field lock and Role field lock will be automatically enabled if their default questions are deleted from the Fields tab.

You can see below the registration form fields that will be affected by these settings:

The registration form default fields
Applicants will be able to select a salutation from the pre-set list or add their own.

Registration Form tools compatibility

Some registration form settings are incompatible with each other due to conflicting behavior, and therefore should not be enabled together. To learn more about the compatibility of the Registration form tools, refer to our Registration Form tools compatibility article.


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