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Custom Forms

InEvent author Updated 2 days ago by Amalia

In the InEvent platform, it is possible to set custom forms and collect information about your attendees on any subject.

Custom forms can be closed (available only to logged in attendees) or open (available for everyone regardless of login status). Links to custom forms are easy to share with attendees, and all submissions can be exported to a spreadsheet document.

How do I enable this tool?

It is necessary to enable the Custom forms feature in the Event tools before using it. To enable Custom forms, complete the following steps:

  1. Navigate to Settings > Tools from the Event level.
  2. Locate Custom forms under the Registration section.
  3. Click Edit on the top right corner of the screen.
  4. Check the Custom forms box to enable the feature.
  5. Press End to save your changes.
Custom forms feature in the Event tools
You may see Custom forms in grey text and a Click indicator instead of Yes or No. This means you do not have Custom forms enabled in the Company tools and must first enable it there.
Custom forms enabled in the Company tools

How do I enable Custom forms in the Company tools?

Follow the steps below to enable Custom forms in the Company tools:

  1. Navigate to Account > Tools from the Company level.
If a feature indicator in the Event tools displays Click instead of Yes or No, you can easily navigate to the Company tools by pressing it.
  1. Locate Custom forms under the Registration section.
  2. Click Edit on the top right corner of the screen.
Custom forms under the Registration section
  1. Check the Custom forms box to enable the feature.
  2. Press End to save your changes.
Custom forms box to enable the feature

How do I create a custom form?

To create a custom form, complete the following steps:

  1. Navigate to Marketing > Registration > Custom forms.
  2. Click Add form on the top left corner of the screen. A pop-up box will appear.
  3. Enter your form title.
  4. Press Create. You will be directed to the edit interface of your new form.
GIF showing how to create a new custom form at the event level

Fields: How do I add fields to the form?

Once you have created a custom form, you can add fields or questions to the form. To do so, follow the instructions below:

  1. Select your form from the Custom forms interface. You will be directed to the edit interface of your form.
  2. Click Add field. A pop-up box will appear.
  3. Enter your field title or question.
  4. Choose an answer type from the drop-down box.
To learn more about answer types, refer to this article.
  1. Press Create.
GIF showing how to add a field to the custom form
To learn how to create a field with a default answer, click here.
When creating fields and defining the answer type, you can mask an answer box to change the type and amount of characters allowed as a valid answer to this field. For example, when creating a field that requires the participant's ZIP code, you may want to limit these answers to 5-digit numerical characters. For further information, refer to our article on Field mask.

Submissions: How do I view submitted forms?

To view forms that have been submitted, click Submissions.

Submissions
If you have added a signature field to your custom form, participant signature submissions will also be visible under the custom form submissions tab.

To learn more about form submissions, click here.

How do I extract submitted forms data from the platform?

Submitted forms can be extracted into a spreadsheet format and sent to your email address. In order to do so, simply click on a form and click on Report. The platform will notify that your requested report is being processed, as seen below.

extract submitted forms data

When the process is finished, the platform will notify you that your requested report is ready.

your requested report is ready

Settings

You can configure your custom form by clicking Settings. The available options are listed below:

Settings

  • Form title: Modify the title of your form.
  • Subtitle/Disclaimer: Add a subtitle to your form or a disclaimer. You can use this field to specify any instructions which will appear at the top of the form.
You can also edit the texts added using the tools in the textbox.
  • Public form: Set the visibility of your form. To set the form as open (available for everyone regardless of login status), check the box. To set the form as closed (available only to logged-in attendees), uncheck the box.
  • Close date: Set a submission deadline for your form.
  • Action to execute after the form is finished: Set automated action after form submission. To send automated notification emails following a form submission, select Send email in the first drop-down box and select the email to be sent.
Action to execute after the form is finished
To learn more about creating custom emails, refer to this article.
This option is not available for public forms since no email information is provided.
  • Lists allowed to answer form: Select which lists will be allowed to fill out the form. If empty, no restrictions are applied.

Preview

To view your custom form, select Preview. Your custom form will be opened in a new tab.

Preview

How can I share my forms?

You can easily share your custom form using the Preview link.

Other than sharing the custom form link, you can find different options on how to share your custom form with your attendees:

  1. Text message

Custom form links can be shared using the Text message feature. To add your custom form link to a text message, make sure to use a URL shortener tool so the link fits in the 140 characters limit.

Click here to learn more about the Text messages feature.

  1. Push messages

A push notification is a message that attendees receive via their web browser or mobile app. To add your custom form link to the push message, make sure to use a URL shortener tool so the link fits in the 140 characters limit.

Click here for further information on how to send Push notifications.

  1. Email

You can send your custom form link via email to all event attendees or to predetermined lists of attendees.

Click here to learn more about Custom emails.

Google and Outlook accounts block external JavaScript from running in their software. Therefore, it is not possible to embed code containing JavaScript in emails that will be sent to these domains. In this case, the best way to share a custom form is through a dynamic link contained in the email.
  1. Website

You can create a tab to share your custom form or simply paste it to any existing section.

Click here for learn more about the Website feature.

  1. Custom 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 Tabs.

  1. News feed

The News feed feature can be used to share files or information about your event. You can use this feature to share your custom form link.

Click here for further information on the News feed feature.

  1. Activity description

Custom form links can be shared or embed through the Activity description, which will be displayed to all attendees participating in the activity.

Click here for further information on Activity description.

  1. Virtual Lobby Chat

Attendees are able to use the Chats feature to interact during the session. As an administrator, you can pin a message with the link to your custom form.

Click here to learn how to do so.

  1. Embed an iframe to an external website

Custom forms can be embedded to an external website using its HTML iframe tag. To find the HTML iframe tag, press Share and paste the displayed code to the desired website.

Embed an iframe to an external website

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