Conference Tracker: How do I design the online registration form?

Conference Tracker: How do I design the online registration form?

Introduction

Conference Tracker offers a built-in online registration form that attendees can use to place themselves into the system. These forms are completely customizable by administrators and offer complete control over any attendee registrations to the conference. In addition to viewing all registered attendees, administrators can send payment instructions, view registration analytics, and confirm/deny registration attempts. This article will explain how to fully customize the online registration form.

Step-By-Step

1. Navigate to Attendees > Online Registration.



2. Click on the button Edit Registration Form :



3. Edit the registration form by clicking the following buttons to add them:
  • Title - The title acts as a header. Use this to break up the form for different sections.
  • Paragraph - Adds a paragraph. Use this to inform attendees of additional information.
  • Text - Adds a smaller text box than the paragraph option above.
  • Email - Allows attendees to enter their email addresses. While there is already a default email field on the form, this field can be used to ask for a secondary email.
  • Money - Allows attendees to enter any amount of money they wish. This is useful for custom donations.
  • Numeric - Allows the attendee to input a numeric-only response.
  • Switch - Displays an Enable/Disable toggle button.
  • Password - Allows attendees to create their own passwords for their accounts during registration.
  • Dropdown - Inserts a drop-down menu with multiple choices.
  • Radio List - Inserts a list of radio buttons. Radio lists can have as many choices as needed, but the attendee can only select one.
  • Checkbox List - Inserts a list of checkboxes. Like the Radio List, but attendees can select multiple options.


NOTE: Clicking the buttons adds them to the form. For example, if there are 5 items in the form (First name, Middle name, Last name, Email, Phone Number), then clicking Money will add it next in line. So the form will then be First name, Middle name, Last name, Email, Phone Number, Money. The order can be changed by clicking and dragging the options up or down the list.


4. Edit all the fields added in step 3 by clicking on them, then clicking the gear icon that appears.
  1. Name - Change the name of any field. This name will not be visible anywhere on the form. This is for back-end and organizational purposes.
  2. Text - (Title/Paragraph) Provides a large textbox to help write the content of these fields.
  3. Required - Forces the attendees to fill out any fields marked with this.
  4. Label - Changes the title of the field.
  5. Help Text - Adds additional information about a field to aid attendees.
  6. Repeat Password Label - (Password) Generates a second textbox for this option. This second box forces the attendee to repeat their password to ensure it's correct.
  7. Minimum Length - (Password) Include a minimum number of characters for attendee passwords.
  8. Show Prices Options - (Radio Lists/Checkbox Lists/Dropdown) Add prices to the options in these fields.
  9. Options - (Radio Lists/Checkbox Lists/Dropdown) Add, edit, or remove options from these fields.


NOTE: There are two options in addition to the gear icon when clicking on a field. Fields can be copied as well as deleted.


5. Decide whether to alter the fields further by grouping them and affecting their visibility.

NOTE: The following are additional options that can be used to customize the registration form.
  1. Groups - Combine multiple fields together into a single group. These grouped fields will appear directly beside one another.
  2. Visible - Temporarily removes a field from view without needing to delete it.
  3. Shows - (Switch/Radio Lists/Checkbox Lists/Dropdown) Hides specific options in one of these fields until a specific option has been chosen. For example, a Radio List could have options 1, 2, and 3. It could be given a 4th option that's hidden from view at first, but attached to option 2. So if it's attached to option 2, it won't appear unless attendees select option 2 first.


6. Review the registration form, then click Save Changes.


Example of hidden grouped fields

In the gif below, a series of questions were grouped together and hidden from view. When the attendee selects "Yes" to reveal more questions, these hidden options are revealed.


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