let you modify the data collected from guests during event registration. This ensures you gather necessary information, such as dietary requirements for catering or emergency contact details, improving guest management and post-event analysis. Customising these fields optimises data collection and enhances the guest experience.
Accessing this feature
Go to the Events section from your main dashboard.
Select the specific event you wish to manage by clicking on its title or the Edit icon.
Within the event management interface, go to the Registration tab, then select Registration Fields.
How to use it
The Event Registration Fields interface allows for comprehensive customisation of your registration form. Follow these steps to manage your fields effectively:
Understand Default Fields
Upon accessing the Registration Fields section, you will observe a set of default fields (e.g., First Name, Last Name, Email). These are standard and typically cannot be removed as they are essential for guest identification and communication.
Some properties of default fields, such as their Required status, may be editable depending on your organisation's settings.
Add a New Custom Field
Click the Add New Field button, usually located at the top or bottom of the field list.
A configuration panel will appear, prompting you to define the field's properties:
Field Type: Select the most appropriate type for the data you wish to collect. Options typically include:
Text Input: For short, single-line text responses (e.g., dietary restrictions, company name).
Text Area: For longer, multi-line text responses (e.g., special requests, 'tell us more').
Number: For numerical input only (e.g., number of guests, age).
Date: For collecting specific dates (e.g., date of birth, arrival date).
Dropdown: For a single selection from a predefined list of options.
Radio Buttons: Similar to dropdowns, but all options are visible, allowing a single selection.
Checkboxes: For allowing multiple selections from a predefined list of options.
File Upload: For guests to upload documents or images (if available).
Field Label: This is the visible question or prompt that registrants will see on the form (e.g., "Do you have any dietary requirements?").
Internal Name (Optional): An identifier for internal use, often auto-generated from the label.
Required Field: Toggle this option if the registrant must provide information in this field to complete registration.
Placeholder Text/Help Text (Optional): Provide example text or additional instructions that appear within or below the field.
Options (for Dropdown, Radio, Checkboxes): If you selected a choice-based field type, you must add the specific options registrants can select. Click Add Option and enter each choice.
Once all properties are defined, click Save Field to add it to your form.
Edit Existing Fields
To modify a field, locate it in the list and click the Edit (pencil) icon next to it.
The configuration panel will reappear, allowing you to adjust the field label, required status, field type (if data has not yet been collected for that field), options, or help text.
Click Save Changes to apply your updates.
Reorder Fields
The order in which fields appear on your form can significantly impact the guest's experience.
To reorganise fields, use the 'Drag and Drop' handle (typically represented by a stack of dots or lines) next to each field.
Click, hold, and drag the field to its desired position in the list.
The changes are often saved automatically or require a single Save Order button click.
Delete Custom Fields
To remove a custom field, locate it in the list and click the Delete (trash can) icon next to it.
A confirmation prompt will appear, warning that deleting a field will also remove any data collected through it for existing registrations.
Confirm your decision to proceed.
Note: Default fields cannot be deleted.
Preview the Registration Form
After making any changes, it is critical to preview the registration form to ensure all fields are displayed correctly and the user flow is intuitive.
Look for a Preview Form or View Live Form button within the Registration Fields section or the overall event registration settings.
Tips
Use clear and concise field labels to avoid confusion for guests.
Mark essential fields as required to ensure you collect all necessary information.
Preview the form regularly to check the layout and user experience.
Consider using conditional logic (if available) to streamline the form for guests.
Need help?
For further assistance, contact us at [email protected]