Overview
This article is tailored for organizers who have enabled event signups (registration). It walks you through the configurations within the Signups tab of the event editor. You'll discover how to set default registration limits for attendees and guests and customize your registration form to gather relevant data on your attendees.
The Signups tab is also where you can customize messages to be sent to registrants, attendees, and no-shows and enable and configure event self check-in. However, these topics are covered in separate articles:
Additionally, for events that require a registration fee, this guide provides step-by-step instructions on setting up payment collection.
Creating a Registration/Event Signup Form
Navigate to Engagement > Events > All Events.
Click on your event's name or the pencil icon to open the editor.
Click the Signups tab.
The Signup Form editor should open. If not, click Form from the left-hand menu.
The editor is split into three sections: signup form (settings), form content, and payment. We'll guide you through each section below. Note: Changes to settings and form content are saved automatically as you make them.
Signup Form (Settings)
The signup form settings allow you to control key functionality over your signup form.
Registration Status | Opens/closes registration for the event.
Registration status is set to closed by default. This hides the 'register' buttons from your landing page and only allows the dates/times to be seen.
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Default Attendees Limit | The number you input here is the default attendance limit for any event occurrence that doesn't have a value set in the Event Date(s) and Times section of the Event Overview tab. This ensures there's always a control on attendance numbers, even if you miss setting it for a specific date. |
Default Number of Guests | The number you input here is the default guest limit for any event occurrence that doesn't have a value set in the Event Date(s) and Times section of the Event Overview tab. |
Max Signups | Add a number here if you wish to establish a limit on how many times a person can sign up for the same event. If not, leave the field empty. |
Closing Date | If enabled, this configures the registration status to close automatically on a specific date. You can choose once the event starts or ends or add a custom date. |
You can set the 'Number of Attendees' for your event occurrence to enable the registration form to close automatically once that limit has been reached. Form Content
In the form content section, you create your form by adding/editing fields. You can add as many fields as you'd like and apply validation and conditional logic to create a dynamic experience that makes registering for your events easy.
This article assumes you have a solid understanding of Data Fields and Conditional Logic. If you need more experience in either or need a quick review, please take a moment to review this help article.
Add Field: Add new fields to your form by clicking the Add Field button.
When you add a new field, the field editor will open, allowing you to configure the advanced settings for that particular field, including things like help text, default value, field size, validation, conditional logic, and more.
Edit Field: To edit a field, click the pencil icon.
Delete Field: Click the trash can icon to delete a field.
Reorder Fields: Click and drag the field using the up and down arrows, dropping it in a new place.
Make Field Required: To require a value in the field, toggle on Required.
Use a hidden form field to create an event that registers non-student participants.
Payment
The payment section allows you to enable payments and collect a fee if required to attend the event.
You must integrate your payment provider(s) to use Element451's deposit functionality. Explore more about our payment providers.
Use the Active toggle to enable payments.
Configure your payment settings:
Discounts: Turning this toggle on permits discount codes to be used on this payment. Discount codes are configured in General Settings. To learn more about configuring discount codes, visit our Discount Codes article.
Payment Description: Describe the product or service purchased for internal purposes only.
Credit Card Provider: If you have multiple credit card providers, you will be prompted to select one.
Account: Input an account number or name for internal tracking.
Payment Type: There are four payment types to choose from: fixed, conditional, calculated, and user-defined.
Additional fields will appear to configure the specific settings depending on the Payment Type chosen. You can explore our article, Payment Types, to gain further insight into each type and how to configure them.
If you wish to use payment rules, you will need to select the Conditional payment type.
Registration expires if person doesn't pay it in: If the attendee does not pay within this time frame, their registration will expire/be canceled.
If an attendee registers without paying the fee, they will receive an automated email stating, "Complete your registration by submitting a payment!" This email cannot be customized at this time. Explore more on Event Messages with Events with Payments here.
Use the Calculated payment type to write a formula to include guest fees in the payment amount. To do this, use the user-events-guest-number field.
🛑 You're not done! If you are creating an event, we recommend reviewing two additional articles: Event Page and Event Messaging and Notifications.
The Events Module is only available with the Element Engage package.