How to set up a custom registration form

In this guide, you will learn how to build and configure a custom registration form tailored to your specific needs. While the default form covers the basics, creating a custom version allows you to collect exactly the information you need from your attendees.

Step-by-step guide on how to create your own form

Step 1:

Navigate to People → Registrations

Step 2:

Click the "plus" button to start creating your own form.

Step 3:

Fill in the name of your form and then click the ‘Create’ button.

Step 4:

Clicking the "Create" button will take you to the ‘Create a Custom Registration Form’ screen.

Step 5:

Start by adding your first form element. All form elements are located in the left sidebar. You have a choice of text-based fields, selection options, or file attachments.

Overview of form field types

Text-based fields

1. Title

   • To organize your form into sections, use the 'Title' element to create clear headings.

2. Short answer

   • This field can be used for shorter answers; the maximum length is 1,024 characters.

3. Paragraph

   • This field can be used for longer answers; the maximum length is 32,768 characters.

4. Profile information

   • Once the form is submitted, this information will automatically be added to the attendee's profile.

   • You can add to your form the following attendee profile information:

     • Phone

     • Bio

     • Web

     • Position

     • Profile picture

Selection field types

1. Multiple choice

   • The ‘Multiple Choice’ element presents a list of options. If the attendee selects one, the previous selection will automatically be deselected. It is best used for mutually exclusive answers.

   • Ideal for short lists (2-6 options), all options are visible at once, often used for yes/no questions

2. Checkbox

   • Checkboxes are best used when you want an attendee to select one or more options from a list.

3. Drop-down

   • The Dropdown is the standard choice for ‘select one’ scenarios with a long list of options.

   • Perfect for long lists (countries, companies, etc.), useful on mobile when too many options would clutter the screen.

File upload fields

1. File upload

   • Attendees can upload all kinds of files. The limit is 25MB per file.

2. Profile picture

   • Once the form is submitted, this information will automatically be added to the attendee's profile.

Step 6:

You can now edit your added fields using the form editor in the right sidebar.

The new field can be added in the editor as well, using the plus icon.

Using the edit form

• Each field you add can be duplicated, deleted, or marked as required. Additionally, you can reorder the form fields.

• You can see how the form looks in the ‘Preview’ button. The preview button is next to the ‘Edit’ button.

• Changes are auto-saved in the form editor. The status of the last save is displayed in the top-right of the screen.

How to edit the form name or delete a form?

You can find the ‘Edit’ button next to the form title. Clicking it opens a modal window where you can edit the form's name.

To delete the form, click the trash icon and confirm the action in the warning message by clicking 'Yes'.

Can the registration form be tested while the event is in 'Draft' status?

Yes, you can create a custom registration form even if your event hasn't been published yet. You can test the form by clicking the 'Preview' button and opening the link to the registration form.

Simply follow these steps:

1. Click on the Preview button.

2. In the pop-up window, you’ll find the URL link to access the registration form.

Where do I find the data from the registration form?

You can find all data from the submitted registration forms in the Registrations table.

You can filter the table data by individual questions from your custom form.

For now, you can only create one custom registration form. The ability to create multiple registration forms will be implemented in a future update.