let you design customisable online forms for all event types. Use them to streamline attendee information collection, efficiently manage registrations, and maintain a consistent brand presentation, for events ranging from simple workshops to complex conferences.
Accessing this feature
Navigate to Events from the main dashboard. Select Form Builder from the secondary navigation menu.
How to use it
Creating an event registration form involves a series of intuitive steps to build and deploy your custom solution.
Initiate a New Form: From the Form Builder dashboard, click the Create New Form button.
Provide a unique Form Name (e.g., "Annual Conference 2024 Registration") and an optional Form Description to clarify its purpose.
Add Form Fields: Use the Add Field panel to select from various field types:
Text Input: For single-line text (e.g., Name, Email).
Text Area: For multi-line text (e.g., Special Requirements).
Number: For numerical data (e.g., Quantity, Age).
Dropdown (Select): For predefined options where only one can be chosen (e.g., T-shirt Size, Session Preference).
Checkboxes: For predefined options where multiple can be chosen (e.g., Dietary Restrictions).
Radio Buttons: For predefined options where only one can be chosen, displayed as a list.
Date Picker: For selecting specific dates (e.g., Date of Birth, Arrival Date).
Time Picker: For selecting specific times (e.g., Session Start Time).
File Upload: For attendees to submit documents (e.g., ID verification, portfolio).
Section Header: To organise fields into logical groups.
Paragraph Text: To add instructional or descriptive text within the form.
Click on a field type to add it to your form.
Configure Field Settings: Click on any added field to open its configuration panel.
Label: Define the user-facing label for the field (e.g., "First Name").
Placeholder Text: Add example text that appears within the input field (e.g., "Enter your first name").
Required Field: Toggle this option if the field must be completed before submission.
Default Value: Set a pre-filled value for the field (useful for common selections).
Options (for Dropdown, Checkboxes, Radio Buttons): Enter each option on a new line.
Validation Rules: Apply specific rules such as minimum/maximum length, number ranges, or email format.
Organise Form Layout: Drag and drop fields to reorder them vertically within the form.
Create "Sections" using the Section Header field type to group related questions, enhancing readability and user experience.
Customise Form Design: Access the Design tab within the Form Builder.
Branding: Upload your organisation's logo to display at the top of the form.
Colours: Adjust primary and accent colours to match your brand guidelines.
Font: Select a suitable font style for consistency.
Define Submission Settings: Go to the Settings tab.
Confirmation Message: Customise the message displayed to users immediately after successful submission.
Redirect URL: Optionally, specify a URL where users will be redirected after submission (e.g., your website's thank you page).
Email Notifications: Configure email addresses to receive notifications upon new form submissions.
Use Conditional Logic (Optional): For advanced forms, use conditional logic to show or hide fields based on previous answers.
Select a field, then access its Conditional Logic settings.
Define rules (e.g., "If [Field A] is [Value X], then show [Field B]").
Preview the Form: Click the Preview button to view how the form will appear to attendees on various devices (desktop, tablet, mobile). This allows for adjustments before publication.
Publish the Form: Once satisfied with the design and functionality, click Publish to make the form live. Unpublished forms remain in draft status and are not accessible externally.
Share and Integrate: Upon publishing, a direct link (URL) to your form will be provided. An embed code will also be generated, allowing you to seamlessly integrate the form into your existing website or landing pages.
Manage Submissions: Return to the Form Builder dashboard and select your form. Access the Submissions tab to view, filter, and export all collected data. This data can be exported in various formats for further analysis or integration with other systems.
Tips
Keep it Concise: Only request essential information. Long forms can lead to higher abandonment rates. Prioritise mandatory fields and consider using conditional logic for optional details.
Clear Labelling: Ensure all field labels are unambiguous and easy to understand. Use placeholder text to provide examples or further clarification where necessary.
Strategic use of conditional logic: Employ conditional logic to tailor the user experience, presenting relevant questions only when specific criteria are met. This reduces form length and improves user satisfaction.
Consistent Branding: Align your form's design elements (logo, colours, fonts) with your organisation's overall branding to maintain a professional and trustworthy appearance.
Thorough testing: Before publishing, extensively test your form on various devices and browsers. Pay close attention to field validation, conditional logic, and the submission process.
Optimise for Mobile: Given the prevalence of mobile browsing, ensure your form is fully responsive and offers a seamless experience on smartphones and tablets.
Privacy and Data Security: Clearly communicate how attendee data will be used and stored. Adhere to relevant data protection regulations and consider adding a privacy policy link.
Need help?
For further assistance, contact us at [email protected]