If you're running an event, chances are you'd like to get an idea of who is coming beforehand in order to better prepare. Event451 allows you to create highly customizable registration forms for your event to track who is coming and gather any relevant data on your attendees. The Signups tab allows you to manage the registration form as well as messages to be sent to registrants, attendees, and no-shows.
On this page we'll be learning more about the registration form. See Message Attendees to learn more about communicating with people who sign up.
Customize or Create Registration Signup Form
1. Check the top of the event to make sure you have Signups turned on. This option, selected when the event was initially created, can be turned on or off at any time in the event metadata section at the top of the screen (shown below). When you turn on Signups, the Signups tab will appear with a basic registration form.
2. Go to the Form tab of Signups. You'll see an option that says "Choose from template." Click this. To use or modify an existing template (templates are common form types) choose the template you want. To build one from scratch, select Create New Form.
3. Fill in details about how the form should be set up, including:
Default Attendees Limit
In the date section of the event’s details (Event Date, Description, Etc.) the event creator can indicate how many people can attend each date the event occurs. The number that you enter here in the signup form’s attendee limit field will serve as the default cap on how many people can attend an occurrence that doesn’t have a limit indicated in the event date section. In other words, if there’s no limit set on the event date, the limit indicated in the signup form will be used.
Default Number of Guests
The number of people someone can bring with them.
Closing Date (optional)
If you'd like to close registration for this event before the event date, you can select how many days before to close registration (up to 1 week before).
4. Adjust or add form fields. The Form Content area is where you can get into the nitty gritty details of your form. If you're working with a template that already has fields or if you're adding your own fields, you have a number of options listed below. For more detailed information and additional options, take a look at Form Fields. Your form changes will automatically be saved as you make them. You can create as many fields as you'd like and have them interact through conditional logic to create amazing forms that make registering for your events fast and easy.
Edit a field, set it to required, or delete it using the icons on the right.
Reorder fields by dragging and dropping them.
Show the field conditionally (e.g. only show "Native Language" field if the attendee checks that English is not their native language) by clicking Edit and entering details in the Conditions tab.
Add validations to ensure that the correct information is entered by clicking Edit and entering details in the Validations tab.
Add a new field based on one of Event451's many pre-made fields or create one of your own by clicking the Add New Field button.
5. Set payment status. If payment is required to attend the event, toggle Payments active to Yes. Then enter the amount of a ticket and the account. Note: This is not your account number, but allows you to categorize transactions within your payment account. For example: Athletic or Admissions categories for internal bookkeeping. Also add a description of what the payment covers. If you are already using Event451 payments, your main account is linked and its details need not be entered. These are event specific items to help track payment on your end and help users know what they're paying for.
6. Once your form is designed to your liking, toggle Registration Status to Open and click the preview icon in the top right to see how it looks. Chances are you'll need to make some adjustments once you see it on the page. It's easy to forget little pieces, so be sure to test out your new creation before publishing your event.