Want to add custom fields to your registration form, but not sure which fields will be best to collect the information that you need from attendees? Here’s our guide to each field.
Name On Forms: This is the name of your question as it should appear on the forms that a registrant or contact is completing, or on the form when you are editing a record.
Public Short Name: This field allows you to specify a short value for use on the public website. For example, if your name on the form is “Please enter your email address”, you might want to shorten this to just “Email Address” where space is tight.
Admin Short Name: This field allows you to specify a short name for use in reports or anywhere else in the admin interface. For example, if the name on the form is “Do you have any special requests?” you might shorten it to “Special Requests” for your reports.
Hint/Footer: The hint appears below the input and is intended to give extra information about the field to the person completing the form.
If you want to show a different field name to registrants at one event only: this option will appear for any account level fields (ie. Email Address, First Name, etc) so that you can rename it on just the event without affecting other events by changing it at the account level.
The field is locked once an answer has been saved: Once selections have been made or answers have been input by the registrant and they click on the continue button to move on to the next page, all the fields that have this checked off will lock the answer so that it cannot be edited by the registrant.
This can be used to collect any kind of information that would fit on a single line. It could be a sentence or an ID number, you can even use the single line of a text field to suggest or validate responses from your registrant.
You can set the minimum and/or maximum length of the answer you receive (this is good for ID numbers). You can even set the Auto-case Correction to ensure that all responses for this field are uniform. And lastly, you can pre-fill the response which still allows for it to be edited by the registrant.
Very much like the Single Line of Text field, the Multiple Lines of Text allows for you to collect more than just a sentence. Uses of this can include a biography, additional information, or comments.
On the front end, the registrant will be able to expand the answer box in order to see everything that they have typed.
This is the type of field you’ll want to use if you want your registrant to only be able to make one selection. The Radio Button and Dropdown List fields are also the only two that are interchangeable since they are so similar.
There are a few other settings:
If you set a capacity on any of the choices, you can choose to hide that choice once it’s sold out.
Checkboxes allow for a registrant to select more than one answer choice provided, with the same setup and options as the Radio Buttons/Dropdown List with the addition of being able to limit the minimum and/or maximum choices that are selected.
There are already two system default email address fields: Email Address (which creates a contact record for your registrant on your account) and the CC Email (which collects the email address of an additional person your registrant would like to have correspondences sent to). However, if you need to collect any other type of email address, maybe an emergency contact’s email address, using this field would ensure that a valid email address was entered (one that contains a @domain).
If you’re asking for your registrant to provide a website, this field will collect URLs. You can additionally pre-fill the field so that it includes ie. “https://www.” so that all of the URLs you are collecting are uniform.
Any date collected can be done in the form of a pop-up calendar that appears for easy selection. Within the settings, you can set an Earliest and/or Latest Date so that it limits the date range a registrant is allowed to select from. And a Pre-Filled Response could give your registrant a better idea of what date they should select, but can always edit.
If you are collecting times for any of your questions, use this field as it will provide a dropdown of times by every 30 minutes. You can also add a Pre-Filled Response.
When collecting a phone number, you can Pre-Fill your response with possibly a specific country if all of you know all of your registrants will be from, for example, the UK. You’ll select that country and add the country code.
On the registration form, the field will automatically change to the correct format once the phone number has been input. If the number is not correct, there will be an error message saying that the phone number is not valid.
The quantity field is a good option to use if you, for example, had tickets to sell to a dinner that was an additional cost. You can set a Standard Price on each selection (ex. 1 = $10, 2 = $20, 3 = $30, etc) with Conditional Fees.
Add any pricing options to the quantity selection (if your event is a paid event).
Total capacity is the maximum quantity of this item that can be selected in total by all registrations. A total capacity can be set on the event itself, with a total of 100 tickets available for sale.
Individual capacity is the maximum quantity of this item that an individual registrant can select. And an individual capacity can be set per person that is purchasing, 2 tickets per registrant.
If you’d like to collect donations for your event, your event must be set to “Paid.” Then, you can use this custom field to allow registrants to enter a dollar amount to donate, which will be included in their total payment.
When setting this up, you can set a minimum and/or maximum amount you’d like entered for each donation collected.
If you’re planning on using Sessions, then you’ll need at least one Session Picker in your form to assign the Sessions to, where they can be selected.
Similar to the Checkbox questions, you can set a minimum and maximum within this Picker, as well as add or remove sessions using the Sessions In Picker dropdown. You can also choose what details of your sessions show, helping your registrants select the correct sessions for their experience. Lastly, allow for the registrants to filter sessions on their own, hide sold-out sessions, and a “select all” option should you deem that necessary.
You may want to divide your questions on one page up by what type of question they are, in which case you can use a Header/Text to insert text.
If you’re asking your registrant to submit any type of file, something like their profile picture, a pre-conference assignment, or speaker material, you can use the File Uploader field. This will allow you to control which type of files you are collecting for that field.
A captcha field can be added to the first page of your registration form in order to prevent “bot registrations.”
A masked input allows you to collect data that should not usually be “output” in full in reports or on forms, a good example would be an Employee ID. Choose how masked you want this field to be, such as only showing the first or last “X” amount of characters of the field response.