This article describes Step 2 of Adding A Form Section. If you have already completed Step 1, you should find yourself on the Manage Ticketing & Forms page within your correct Event Workspace. If not, kindly make your way there before following the directions in this guide.
Once you’ve added a Ticket Class, it’s time to set up the fields required for its registration form. Along the row of the Ticket Class to which you would like to add a Form, click on the 'Add Form’ button. You should see a card titled ‘Add (TicketClassName) Form’.
Fields & Segments
A Field is something your guests have to provide a response to in order to sign up for your event. A series of Fields makes up a Form. You can group your Fields into Segments to make your Form easier to complete. Each Segment creates a new page on a Form.
Under Form Fields, you will see a default Segment titled ‘Personal Particulars’ with 6 Standard Fields listed in it:
- First Name
- Last Name
- Email Address
- Mobile Number
- Job Title
The 6 Fields listed above are known as Standard Fields which are commonly used as shortcodes in the Communication Channel, or for success messages during guest check-in and printed badge information in the Attendance Checker. Therefore, they cannot be removed.
By default, all Standard Fields are set as Required Fields, which are information that guests must fill in before they can submit a Form.
If you do not wish to collect certain standard information, you can either (1) make the Standard Field non-required or (2) by hiding it from your Form. The former requires you to hover over the Field in question to reveal its edit icon, click on it to open a popup, turn off the switch labelled ‘Required Field’, and then click ‘Edit’ to save your changes. The latter simply requires you to toggle the eye icon on the left of the respective Field.
You are also free to do any of the following:
- Rearrange the order in which the Standard Fields appear
- Edit the title and description of this default Segment
- Add more Fields into this default Segment
- Rearrange the added Fields in whichever order you like
Adding A Segment
Segments are a great way to break down your Form, such that you do not overwhelm your guests with too much at a time. To add a Segment, click on ‘+ New Segment’. You will have to give it a title. You might also like to add a description to let your guests know what this Segment is about, but that is optional. Once you are done, click ‘Add Segment’ and watch your new Segment show up.
Editing A Segment
To edit a Segment, hover over it to reveal the edit icon. Click on it to make your edit and then click ‘Edit Segment’ to save any changes.
Deleting A Segment
To delete a Segment, hover over it to reveal the trashcan icon. Click on it to delete. Do note that if there are Fields within a Segment that you would like to delete, they will be deleted along with your Segment!
Adding A Custom Field
Custom Fields simply refer to Fields that you have added to your Form that is not a Standard Field!
To add a Custom Field, click on ‘+ New Field’. Give your Field a label and turn on the switch labelled ‘Required Field’ if it is one. There are a few different Field Types you can choose from:
- Text Field
- Radio Button
- Date & Time Picker
- File Upload
- Image Upload
- Helper Text
Adding A Text Field
This Field Type allows guests to type their responses freely. It can be used for soliciting open-ended answers, such as Job Designation, etc. To add a Text Field, select ‘Text Field’ under the ‘Field Type’.
Adding A Radio Button Field
This Field Type is used when you are presenting guests with a list of options, but they can only choose one. To add a Radio Button Field, select ‘Radio Buttons’ under the ‘Field Type’. Click ‘Add Option’ to add a new option and change the option label by clicking it and typing in it. You can rearrange the options by dragging and dropping them.
Adding A Dropdown Field
This Field Type is similar to a Radio Button Field in that guests can only select one option from a list. It is typically only used if the option list is too long to display everything at once. To add a Dropdown Field, select ‘Dropdown' under the ‘Field Type’. Click ‘Add Option’ to add a new option and change the option label by clicking it and typing in it. You can rearrange the options by dragging and dropping them.
Adding A Checkbox Field
This Field Type is used when you are presenting guests with a list of options from which they can select more than one. To add a Checkbox Field, select ‘Checkbox’ under the ‘Field Type’. Click ‘Add Option’ to add a new option and change the option label by clicking it and typing in it. You can rearrange the options by dragging and dropping them.
Adding A Date & Time Picker
This Field Type is used when you would like your guests to select a date and time. To add a Date & Time Picker, select ‘Date/Time Picker’ under the ‘Field Type’.
Adding A File/Image Upload
This two Field Types are used if you need your guests to submit any supporting documents. Do note that the maximum size for each upload is 20MB. To add a File/Image Upload, simply select either ‘File Upload’ or 'Image Upload' under the ‘Field Type’.
Supported document formats: doc, xls, ppt, pdf
Supported image formats: jpeg, png, gif
Adding A Helper Text
This Field Type is not a field for your guests, but rather a line of helper text which you can add under a Field to help guest complete that Field. To add a Helper Text, select ‘Helper Text Block’ under the ‘Field Type’ and type your instructions in the ‘Field Label’.
For the Radio Button and Dropdown Fields, there are two additional optional functions for you to make use of - redirecting guests to a different segment of the Form based on their selected option, and setting a capacity limit to each option.
By default, the ‘Proceed to’ listed next to each option is ‘Next Segment’. You can change this by selecting which Segment you want your guests to proceed to after selecting a certain option.
By default, there is no limit as to how many times an option can be selected. However, you can change this by clicking ‘+ Capacity Limit’ next to the option you would like to restrict, and then typing in a number to set your limit.
Once you are done with setting up your Field, click ‘Add Field’ to see it being added.
Editing A Field
To edit a Field, hover over it to reveal the edit icon. Click on it to summon the popup where you can edit the details in the Field. Click on ‘ Edit’ once you are done to save your changes.
Deleting A Field
To delete a Field, hover over it to reveal the trashcan icon. Click on it to delete.
Rearranging Fields & Segments
You can rearrange Fields and Segments by dragging and dropping them in the order you like. You will also be able to drag Fields across different Segments.
There are some additional features which you can choose to enable for certain Forms:
- Password Protection
- Facial Recognition Check-in
- Session Booking
Protecting a Form with a password restricts sign-ups to that particular Ticket Class to only people with the password. This feature is useful if you have a website that is visible to everyone, but would only like certain people to sign up for a certain Ticket Class.
If you would like to protect your Form with a password, check the box labelled ‘Password-protected’. Then, key in the password you would like to use and key it in again to confirm that you did not type anything wrongly.
Facial Recognition Check-in
You can choose to use this special check-in method only for guests under this particular Ticket Class and not for all the other guests of your event. To do so, instead of selecting Facial Recognition as your check-in method under Attendance Checker (which applies to the whole event), you can enable that in the Form itself. To do so, simply check the box labelled ‘Enable facial recognition check-in’.
If you have bookable sessions listed in your Event Programme, you can control which Ticket Class is allowed to book those sessions by enabling this option in the Form corresponding to the Ticket Class in question. Check the box labelled ‘Enable session booking’ to do so.
Remember to hit the ‘Save’ button periodically to save your progress. Once you are done, click ‘Save’ again, before clicking the ‘X’ on its right. Congratulations! You have successfully added a Form to a ticket class!
Adding Your Second Ticket Class / Form Onward...
For each Ticket Class that you create, you will have to manage the Form that it is to be associated with. You can choose to use a different Form for each Ticket Class that you have, or use the same one across all of them!
Creating An Entirely New Form
If you have already set up a Form for Ticket Class X, but want to use a totally different Form for Ticket Class Y, click on ‘Add Form’ along the row of Ticket Class Y. A dropdown will appear from which you can select whether you want to ‘Edit from existing’ or ‘Create new’. Click on ‘Create New’ and you’ll be able to set up a Form from scratch. Remember to click ‘Save’ once you are done, and then ‘X’ to exit.
Duplicating A Form
To use a Form that you have already added for Ticket Class X for Ticket Class Y, click on ‘Add Form’ along the row of the Ticket Class Y. A dropdown will appear from which you can select whether you want to ‘Edit from existing’ or ‘Create new’. Click on ‘Edit from existing’ > ‘Ticket Class X’ to duplicate the Form that you have previously set up for Ticket Class X. Click ‘Save’ and the ‘X’ on its right and you are done!
Editing From An Existing Form
If you would like to use the most parts of the Form from Ticket Class X for Ticket Class Y, but would like to make minor changes to it without having to set up everything from scratch, click on ‘Add Form’ along the row of the Ticket Class Y. A dropdown will appear from which you can select whether you want to ‘Edit from existing’ or ‘Create new’. Click on ‘Edit from existing’ > ‘Ticket Class X’. You have duplicated all the settings from Form X into Form Y and can simply edit from there. Click ‘Save’ and the ‘X’ on its right to save changes and exit.
Editing A Form
To edit a Form for a particular Ticket Class, click on the 'Edit Form' button along the its row. Make your changes, click 'Save' and the 'X' on its right to save and exit.