Registration Form Settings - Webinar

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.

How can I edit my registration form settings?

You can edit and configure your form's structure by going to Marketing > Registration Form > pressing the Settings tab. To toggle the settings on and off, press Edit in the upper right corner and tick or untick the corresponding checkboxes.

How to access and edit the registration form settings

The settings are divided into two groups:

  • General settings
  • Static field settings

General settings

general settings
  1. Tickets

If you are planning to sell tickets to your Webinar, this feature must be enabled to create and manage the tickets, group sales, batches, payments settings, and invoices. Click here for further information on ticket management.

  1. Ticket giveaway

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

If Ticket giveaway is enabled, the attendee should see, under My tickets, three dots right by their ticket.

If a participant or administrator gives away their one and only ticket, they will be removed from the Webinar. If ticket requirement is enabled, any Webinar attendee can only be in the Webinar with a ticket linked to the user.

  1. 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.

In case the Quick Form is not activated, once the participants answer the RSVP they will be directed to the regular registration form.
  1. 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.

  1. Guest form

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

  1. 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.

  1. Ticket Requirement

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

If you have the Ticket requirement, the Password field cannot be removed from the registration form. In case you do not see this field on the registration form, make sure to check if the Password lock is enabled in the Static field settings since it will remove the password field from the form. If it is enabled, make sure to disable it by unchecking the corresponding checkbox.
  1. Approval Requirement

When enabled, administrators must approve attendee enrollment. Once the participants complete the registration form, they will be placed on a waitlist and will need to be approved by the admin to become an attendee.

If Ticket Requirement is enabled, attendees will be automatically approved once their tickets are purchased and validated.
  1. 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 invite

Click here to learn how to add invitees to the platform.

By using the whitelist 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. Click here for further information.
  1. Waitlist Requirement

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

Please see the Waitlists' article for further information.

Static field settings

Static field settings
  • Profile lock: It will restrict access to all the tools with personal data, such as networking and profile editing and it consequently remove the Role and Company fields from the form. Click here for further information on the profile lock.
  • Password lock: It will remove the Password field from the registration form.
  • Telephone lock: It will remove the Phone field from the registration form.
  • Tags lock: It will remove the Tags section from the registration form.
  • Profile picture lock: It will remove the User picture field from the registration form.
  • Disable password confirmation: It will remove the Confirm password field from the registration or purchase form.

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

Static fields

Are all general settings compatible with each other?

No. Check the table below to verify which feature works alongside others.

Settings

Definition

Incompatible with

Requested with

Tickets

Manage tickets batches and create a QR Code for each person

Approval Requirement

Waitlist Requirement

RSVP Form, Quick Form

Activities on Form

Tickets requirement

Ticket Giveaway

This option should be enabled for the attendees to be able to give away their own tickets

Approval Requirement

Activities on Form

RSVP Form

Quick Form

Waitlist Requirement

Ticket Requirement

RSVP Form

Create a practical yes or no form to quickly rsvp your attendees. It will appear on the page before the registration form fields appear.

Ticket Requirement

Approval Requirement

Invite Requirement

Quick Form

Allow attendees to answer their RSVP and automatically finish their registration

Activities on Form

Invite Requirement

Guest Form

Allow attendees to bring a guest (or multiple guests) to the event

Set Guest Form settings

Edits on Form

Allow attendees to edit their registration answers after the form has been sent

My Account tab

Activities on Form

Add an extra step during the registration form for the attendee to select the activities they want to enroll

Approval Requirement

Ticket Requirement

Waitlist Requirement

Quick Form

Disable the “Automatic Enrollment” option within the activity’s details

Ticket Requirement

Define if tickets are a requirement to enroll at this event. If tickets and invites are disabled, any person will be able to register at the event during valid enrollment dates

Approval requirement

Activities on Form

RSVP Form

Quick Form

Waitlist Requirement

Tickets

Approval Requirement

Define if admins must approve attendee enrollment for the person to be able to access the event

Ticket Requirement

Ticket giveaway

Activities on Form

RSVP Form

Quick Form

Waitlist

Requirement

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 invite

Add invitees to the Invitees' page

Waitlist Requirement

Define if guests can be added to the event waitlist when it has reached its full capacity. Guests will be automatically added to the event admission list and can be approved by admins

Ticket Requirement

Ticket giveaway

Set event capacity in the Event details page


How Did We Do?