Registration Form
- Enabling the Registration form tool
- Creating an event's registration form
- Fields
You can collect important data from attendees enrolling in your event through the Registration form. The standard Registration form on the platform requires the attendee's name, e-mail address, assistant e-mail address, username, password, role, and company information.
In addition to the default fields on the Registration form, the Event admin can add other fields. It is also possible to edit the default field labels or remove field from the form.
Enabling the Registration form tool
To enable the Registration form at the Event level, follow these steps:
- Go to Settings > Tools.
- Click the Edit button at the upper right, then locate Registration form in the Registration section.
- Activate the Registration form toggle button.
- Press End to save your changes.
You can disable the Registration form by deactivating the Registration form toggle button.
Creating an event's registration form
To create a registration form, click on Marketing > Registration > Registration form. At the left side of the page, you will find the following options:
- Fields
- Sections
- Static fields
- Branding
- Blocked list
- Approved list
- Share
- Preview
- Attached forms
- Submissions
- Analytics
Fields
The Fields tab contains the default registration form fields. It allows you to add new fields and modify or customize existing ones.
Default fields
The default fields on the registration form include the following mandatory fields: First name, Last name, Username, and Email address.
Salutation, Assistant email address, Password, Role, Company, Phone, Tags, User picture and Website are also default fields. However, they are not mandatory; you can remove them from the registration form under the Static field settings.
This is how your Registration form will look like with all the default fields mentioned above:
Click on the Salutation dropdown to select the desired option from the available preset. Users can enter their own salutation if the option is not listed in the preset.
Besides the above mentioned fields, you will also see the Birth date field. The Birth date is a field of the Purchase form that will only appear as a mandatory field if Foreign support and Ticket requirement are enabled simultaneously under Settings > Tools.
Modifying default field labels
To modify default field labels or titles, follow these steps:
- Click the Edit button in the top right corner.
- Click on the field you want to change.
- Enter the new content in the Value field as shown below:
- Press End to save your changes.
Modifying default field answer types
The default answer type for all fields is Plain text. However, you can change the answer types for the Role and Company fields to Options List.
To do so, click on Role or Company, then click on Edit. Click on the drop-down menu under Answer type, and choose Options List.
Removing default fields
To remove the default fields, click on the Edit button, select the field and click on the red Remove button.
Adding new registration form fields
You can have an unlimited number of fields in the Registration form. To learn more about how to add custom fields to your form, refer to our article on configuring fields on forms.
Adding invisible fields
You can create invisible fields by adding a new field and setting it to Invisible. For more information about creating and making use of invisible fields, refer to our information on configuring invisible identification fields on forms.
Adding online signature fields to the registration form
To learn how to add an online signature field to your form, refer to our information on configuring online signature fields on forms.
Creating Global fields
Global fields are fields created at the company level which appear in all events and webinars registration forms, as well as booking forms within a company. To learn more about global fields, refer to the Global fields article.
Adding translations to custom fields
You can add translations for custom fields at your event as well as for Global fields. This way, participants can select the language in which Registration form fields will be displayed by clicking on the globe icon shown below:
- Adding translations to the field's title:
You can add a translation to the Title of a field by clicking on Add translation. Then, generate a translation for the list of default languages by clicking on the green Generate button next to the desired one.
You can also add your language of choice from the Select a language drop-down menu by selecting it and then clicking on the blue Add translation button. Then, locate the language you just added and click on Generate. You can also manually type in the translation.
- Adding translations to the field's subtitle:
You can add a translation to the subtitle of a field by clicking on Add translations and then generate a translation from the list of default languages by clicking on the green Generate button next to the desired one.
You can also add your language of choice from the Select a language drop down menu by selecting it and then clicking on the blue Add translation button. Then, scroll down to the translation you just added and click on Generate. You can also manually type in the translation.
This is how it will appear on the Registration Form when participants select the added language:
Allowing attendee registrations without e-mail addresses
It is possible to register attendees without their email address if you enable Username. Click here to learn more about this feature.
Adding registration form fields for profile pictures and tags
You can add a Profile picture and Tags fields to your event's registration form. On the event level, go to Settings > Tools and scroll down to the Block section to disable these options.
It is also possible for the users to upload a picture and choose an event tag once they are already registered by going to the My Account tab.
Privacy
This question Visible to others will be available in the form and it is a mandatory field. The participants can opt to be available and visible on the event's networking list or not. When the attendee chooses No during registration, their profile won't be public in the event's networking list.
Click here to learn more about how this option can affect the Networking features.
Sections
Sections allow you to separate fields of your custom form into their own group. With sections, you can group similar fields on your form for better organization. You can also add titles and subtitles to better describe each section. To learn how to add sections to your Registration form check our article How do I configure Sections and Dividers on forms.
Static fields
You can edit and configure your form's fields in the Static fields tab.
Click here for further information on how to adjust your static fields and other registration form settings according to your event’s needs.
Branding
You can set a cover image, which the participants can view on the registration form. Click on Edit on the top right corner and then click on the red bar with the folder icon to choose an image to upload. Press End to save changes.
Blocked list
By using the Blocked list feature, you will be able to block some unwanted entities from accessing your registration form. People who try to register using a blocked email domain will not be able to proceed.
Click here to learn how to block email domains.
Approved list
By using the Approved list feature, you will be able to allow some identified entities to bypass certain registration form restrictions. In other words, people with emails containing a certain domain will be allowed easy access to the registration form.
Click here to learn how to approve domains.
Share
If you wish to embed your registration form on an existing external (non-InEvent) website you can use an iFrame. Click here to learn more about it.
Previewing the registration form
To preview the form you have created, click on the Preview tab at the left menu of the page. You will be redirected to the Preview page where the form will be displayed in Preview mode.
On this page, you will see a pop-up disclaimer which will display the Live URL of the Registration form which you can copy by clicking the copy icon beside it.
As an admin, clicking on the Open Live mode button will lead you to the Registration form page, but you will see the message saying You are already registered.
Click on the I understand button to close the disclaimer window. Now, you will be able to fully visualize the form in preview mode.
Attached forms
Attached forms help event organizers collect additional information from specific participants during event registration. When configured, attached forms will accompany the registration form as additional questions.
To learn how to add and manage attached forms, see this article.
Submissions
For further information about viewing the attendee's answers to the registration form click here.
Registration form analytics
To check the analytics of the registration form click the Analytics tab at the left of the page. You will also find a filter with the same options as the People > Attendees.
Submenu
The Fields tab provides a submenu that allows you to configure different actions on your registration form. The submenu offers options to add fields and dividers to your form. It also allows you to edit the error/success messages displayed when attendees submit your registration form.
Registration form dividers
Dividers are separators that divide two registration form fields using a title and subtitle. They are best used for categorizing fields within a Section. Click here to learn how to add dividers to your registration form.
Modifying default platform error/success messages
It is possible to change the platform's messages that are displayed when submitting the registration form, and also the text displayed on default fields. Click on the Edit error/ success messages button at the top left corner of the Registration form backend page.
If you wish to restore the original default field headings, select the item you want to restore to original settings by checking its box and click Remove. Save these changes by clicking on the End button.
Learn more about this topic in our article Headings.
Creating multiple registration forms
It is possible to have distinct registration forms targeted to different audiences at the same event using Attached forms.
Follow these steps to create multiple registration forms:
- Create an Attached Form for your event.
- Get the Unique link from the attached form.
Identifying unfinished registrations
If you have the Invites tool enabled, and have an invitation list in your event, you can identify and track invitees' unfinished registrations.
To do so, navigate to People > Invitees and click on the Filter button on the top right corner. In the Filter menu, select Opened form but not enrolled using the drop-down menu and press the + Add filter button. Doing so will display the list of invitees who have opened the registration form without completing the registration.
Adding multiple Terms of Service links
You can modify the Terms of Service heading to feature multiple links. For more information on achieving such behavior, refer to our information on adding multiple Terms of Service links.
Extracting attendee registration reports
To extract attendee reports from the registration form, follow the steps below:
- Navigate to Marketing > Registration > Registration form and select Fields.
- Press the Edit button.
- Click on the Report button on the upper left corner.
- Click on Done.
You will receive an email with the report and a download request will also appear in the blue notification banner.
Automating report delivery to your email
You can automate your report downloads by creating a Recurring report. To do this, follow the steps below;
- Press Edit and click on Report in the upper left corner, this will trigger a pop up window to appear.
- Click on the drop-down list in the Settings pop-up window and select your desired period to generate your report periodically.
- Enter the name for the report.
- Click on Done to generate your recurring report.
Deleting a recurring report schedule
You can delete your recurring report to stop receiving automatic reports in your email. Follow the steps below to do this:
- Press Edit and click on Report in the upper left corner. Doing so will trigger a pop up window to appear.
- Select RECURRENCE LIST in the Settings pop-up window.
- Click on the corresponding red icon and enter the REMOVE REPORT confirmation text.
- Click on Remove to finalize the deletion of your report.
Modifying a recurring report schedule
You can edit the recurring reports you have created, this allows you to edit the name and recurring time of your reports. To do this, follow the steps below:
- Press Edit and click on Report in the upper left corner. A pop up window will appear.
- Select RECURRENCE LIST in the pop-up window.
- Click on the corresponding orange icon and edit the Report name and Recurrence.
- Click on the corresponding blue icon to save the changes made.