Registration Form

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

Before trying to enable or disable the Registration form, check if the feature is enabled at the company level.

To enable the Registration form at the Event level, follow these steps:

  1. Go to Settings > Tools.
  2. Click the Edit button at the upper right, then locate Registration form in the Registration section.
  3. Activate the Registration form toggle button.
  4. Press End to save your changes.
enable the registration form

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:

Left navigation options on the registration form

Fields

The Fields tab contains the default registration form fields. It allows you to add new fields and modify or customize existing ones.

To learn about field answer types, check our article How can I configure fields on forms.

Default fields

The default fields on the registration form include the following mandatory fields: First name, Last name, Username, and Email address

When One time login is activated, the Email address field will be unavailable on the registration form. Additionally, if the Autogenerated Username tool is enabled, the Username field will not appear. Usernames will be automatically created by the system during registration.

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.

To be able to see the Salutation field in your Registration form, you need to disable the Salutation Lock from Static fields page. Refer to this article to learn more about the Static field settings.
If the Company admin adds fields using User fields at the Company level, these fields will show automatically in your event/webinar’s Registration form and Purchase form as part of the Default fields.

This is how your Registration form will look like with all the default fields mentioned above:

Screenshot showing the Registration form with the default questions.

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.

If you wish to change the Salutation label, refer to this section.
Salutation drop-down
When completing the form, the Phone field will automatically detect the country flag and phone code based on the attendee's location.

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.

If any of the aforementioned tools are disabled, the Birth date field will not appear on the form.
Birth date field
On the Registration form page, you will notice that the default fields are always accompanied by a dark padlock icon next to them.

Default fields show padlock symbols

Modifying default field labels

To modify default field labels or titles, follow these steps:

  1. Click the Edit button in the top right corner. 
  2. Click on the field you want to change. 
  3. Enter the new content in the Value field as shown below:
  4. Press End to save your changes.
Changing default question labels

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.

You can add the options one by one by pressing New option each time after typing. Alternatively, you can add options in bulk by pressing Add multiple options.
gif showing how to edit the default field's answer type
Removing default fields

To remove the default fields, click on the Edit button, select the field and click on the red Remove button.

The First name, Last name, Username and Email address default fields cannot be removed.
Image showing the possibility to remove an image.
If you have the Ticket requirement enabled because you are selling tickets, the Password field will appear as a mandatory field on the purchase form even if you have removed it from the default fields section or enabled the password lock.

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:

globe icon for language selection on Registration Form

  • 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.

Gif showing how you can translate the title of a field

  • 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.

You can use the available tools to customize text, add images, links and insert media as shown below:
Gif showing how to add translations to the subtitle of a field and how to use the tools in the translation box

This is how it will appear on the Registration Form when participants select the added language:

Screenshot showing the language selection menu.

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.

tool to allow editing profile picture
profile picture on the registration form

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.

Image showing how to upload cover image.
If an image is not set here, your event cover image from Event > Details will be used as the default cover for your registration form page. If an image is uploaded here, it will override the cover image from Event > Details.

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.

If you'd like to see the Registration form in it's live mode, simply open the link in an incognito window.

Click on the I understand button to close the disclaimer window. Now, you will be able to fully visualize the form in preview mode.

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.

Image showing the analytics tab

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.

Fields tab showing the option bar

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.

edit success/error message

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.

first name

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:

Ensure that all Prerequisites are fulfilled before proceeding.
  1. Create an Attached Form for your event.
  2. Get the Unique link from the attached form.
If you want the attached form to be unique to that link (so that it doesn't show up on the regular form), you can create an empty list and add it to the attached form. By doing this, the attached form will only work when opening through that link.
create an empty list and add to 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.

filtering registration form options

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:

  1. Navigate to Marketing > Registration > Registration form and select Fields.
You can only extract reports from the Fields sections on the Registration form page. This includes the Fields section for Attached forms.
  1. Press the Edit button.
  2. Click on the Report button on the upper left corner.
  3. Click on Done.

You will receive an email with the report and a download request will also appear in the blue notification banner.

By clicking on the Download button in the blue notification banner, you will be redirected to the All Reports > Activities page where you can preview or download the report.
EXtracting attendee report

Automating report delivery to your email

You can automate your report downloads by creating a Recurring report. To do this, follow the steps below;

  1. Press Edit and click on Report in the upper left corner, this will trigger a pop up window to appear.
  2. Click on the drop-down list in the Settings pop-up window and select your desired period to generate your report periodically.
recurrence option list.

  1. Enter the name for the report.
  2. Click on Done to generate your recurring report.
Recurrence 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:

  1. Press Edit and click on Report in the upper left corner. Doing so will trigger a pop up window to appear.
  2. Select RECURRENCE LIST in the Settings pop-up window.
deleting recurring report
  1. Click on the corresponding red icon and enter the REMOVE REPORT confirmation text.
  2. Click on Remove to finalize the deletion of your report.
Remove 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:

  1. Press Edit and click on Report in the upper left corner. A pop up window will appear.
  2. Select RECURRENCE LIST in the pop-up window.
  3. Click on the corresponding orange icon and edit the Report name and Recurrence.
  4. Click on the corresponding blue icon to save the changes made.
editing the recurring report


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