- How do I enable this tool?
- How do I create a custom form?
- How do I add questions to the form?
- How do I see the form's answers?
- Custom form settings
- How does the content mask work?
- How can I share my forms?
In the InEvent platform, it's possible to set custom forms and collect information about your attendees on any subject. The form can be open(no login needed to answer) or closed(only logged-in attendees can answer). Just share the link of the form so the attendees can answer it, and all the answers are available to export.
How do I enable this tool?
Before starting, it is important to check if this functionality is available in your company.
To do so, go to the Settings section on the Menu on the left of your screen.
Next, click on Edit in the top right corner and tick the checkbox of the Custom Forms option. Then, click on End to save changes. You can disable it by unchecking the checkbox.
To enable or disable it in your event, go to Settings > Tools and do the same process to enable the Custom Forms.
How do I create a custom form?
In the top menu, go to Marketing > Registration > Custom Forms. Click the Add form button.
Click on +Add Form
Then, give the form a title and then press the blue Create button.
How do I add questions to the form?
Choose the form, press the +Add Question button. Define the question and select the type of answer then press the blue Create button.
There are 10 answer types available:
- Yes or no
- Grade from 0 to 5
- Plain text (where you are permitted free typing)
- Options list (where the attendees can choose between different options),
- Passport field
- Brazilian CPF field (numbers only)
- File upload
- Multiple choice
How do I see the form's answers?
To know what each participant answered, click on the Submissions tab. You can also see the analytics of each question.
Besides, it is possible to extract an excel report with all answers. To do so, simply click on Reports on the top right corner.
A blue bar will appear and you can click on Download. On the list that pops up, click on the download button beside the desired report.
Custom form settings
Is it possible to fill out the form not being logged in to the platform?
Yes! Simply set the form as Public. To do so, on the form's page, click on Edit and check the field Public.
Is it possible that the attendee receives a confirmation email after answering the form?
Yes, it is! On the form screen, click on Edit and after that, on the Action to execute after the form is finished change it to email and on the next field, select the email you want.
What is the registration form complement option for?
With the registration form complement enabled, you will be able to attach extra questions to the default registration form that will only be viewed by specific groups of people. Click here for further information on that.
How do I set a deadline for filling out a form?
On the form screen, click on Edit and after that, change the close date field to the final date and time to fill out the form.
How does the content mask work?
To mask an answer box is to change the type and amount of characters allowed as a valid answer to this question. For example: when creating a question that requires the participant's ZIP code you may want to limit these answers to 5-digit numerical characters.
While creating the question choose Plain text as the answer type. Click on the Edit button at the top right corner, then click on the question. You will now see a section that says Mask as shown in this picture:
Keep in mind that:
- The character # means any number, this way participants type only numbers on the questions' answer
- The letter A means any letter, this way participants type only letters on the questions' answer
- The character N means any number or letter, this way participants type numbers or letters on the questions' answer
- In case you wish to be registered with official structure (with points and traces) you can add, just remember that on the form and registration will enter automatically this format and content. So if you added a mask structure, it'll go to the participants' profile with this structure.
How can I share my forms?
To find your custom form link, go to Marketing > Registration > Custom Forms > click on the form > press Preview.
Once you press preview, a new tab will open up so you can access your custom form. Once you copy the page's URL, you will be able to share it with other people. Below you will find different options on how to share your custom form with your attendees:
Click here to learn how to send text messages to all attendees from your event. To add your custom form link to a text message, just make sure to use a URL shortener program so the link fits in the 140 characters limit.
- Push messages
A push notification is a message that attendees receive via their web browser, or on their mobile phone. To add your custom form link to the push message, just make sure to use a URL shortener program so the link fits in the 140 characters limit.
Click here for further information on how to send push messages.
You can send your custom form link via email to your event attendees or some predetermined list. Click here to learn how to create new emails.
You can create a tab to share your custom form or simply paste it to any existing section. Click here for further information on the website.
- Customizable tabs
You can create a tab in the Virtual Lobby or mobile app that will redirect your attendees to your custom form. Click here to learn more about it.
- News feed
Since the corporate feed can be used to share images, videos, links, information, messages, etc. related to an event, you can also paste your custom form to the news feed. Click here for further information on the news feed.
- Activity's description
Once you are editing your activity's description, you can paste your custom form link to it or even embed it. It will be displayed to all attendees participating in this activity. Click here for further information.
- On the chat in the Virtual Lobby
In the Chat tab in the Virtual Lobby, participants will be able to chat during the session. The chat can be viewed by all participants in the room.
As an administrator, you can pin a message with the link to your custom form. Click here to learn how to do so.
- Embedding the custom form to an external website with the Iframe
If you wish to embed your custom form on an existing external (non-InEvent) website, you can use an iFrame. To find it, press Share and copy the link.