How to "Customize Registration form" and Attendee card for your Airmeet event?

Modified on Mon, 05 Feb 2024 at 06:01 PM




TABLE OF CONTENTS


1. Overview 

2. Editing the Custom registration form

    2.1. Customize the form fields

        1. Add Preset Field

        2. Add Custom Field

3. Attendee card Customization

    3.1. Add Condition to your Fields

4. Rearranging and deleting custom fields

5. Custom forms & Attendee cards for Ticketing events

6. Registration details of participants

7. Points to keep in mind

    7.1. Custom Registration Form

    7.2. Attendee Cards Customizations

    7.3. Changes to Attendee Card Fields

    7.4. Emails Capturing

    7.5. Invite through email (magic link)

8. FAQs


1. Overview 


Are you looking to collect demo requests or offer a frictionless registration for your events? With customizable forms, take control of your registration experience and do much more!


Now you can not only remove or reorder registration fields but also add checkboxes, text boxes, dropdowns, and more to your forms, giving you the power to curate attendee cards and personalize reach-outs throughout the journey.


Walkthrough Video guide



2. Editing the Custom registration form


You can customize the registration forms and attendee cards to get the desired information from your attendees at the event registration.


2.1. Customize the form fields


Login to your Airmeet account and choose the event for which you want to edit the forms. 


Step 1: Go to the Event Dashboard > "Registrations" tab > "Registration Form" section.

Step 2: Click on the "Preview icon" option and press Edit, or directly click on the "Change form” button.




Step 3: Here, you will get two options:

1. Add Preset Field

2. Add Custom Field


You can add a maximum of 50 fields for the registration form & select maximum of 5 fields for the attendee card to be displayed.



1. Add Preset Field


This option contains the pre-created fields such as 
Organization, Designation, City, Country, and Phone number. You can choose to have these fields mandatory or optional. The Name field cannot be removed or edited.




2. Add Custom Field


The custom field contains 5 components that you can choose to add to your form. You can choose to have these fields mandatory or optional according to your preferences.


NoteFirst & Last Names are mandatory fields.

Email is captured by default. (Not applicable in case of event entry set to 'Anyone can enter without sign in')



Short Text: You can add a short text of up to 70 characters. It could be brief information about the participant.
Note: This is the only component that can be added to the attendee card.

Long Text: The long text can have up to 300 characters. It could contain the participants’ detailed descriptions and information, a few examples - About me, past work experience.

Single Select Answer: This component is used to enter a label for the field and add a title for the options. The user can select only one of the options. Some examples - Gender, and the Highest Level of education.

You can add a minimum of 2 options and a maximum of 100 options


Multi-Select Answer: This component is used to enter a label for the field and add a title for the options. The user can select multiple options. Some examples - Areas of interest, and job location preferences.


You can add a minimum of 2 options and a maximum of 100 options


Note: On Single select & Multi-select fields, If more than 3 options are added, it will display options in the dropdown menu.

Consent: Add a text for the consent label and link to your website, privacy policy, terms of service, or any other web page.





To add a link to your website, privacy policy, or any other web page, select the text, add the link, and press enter as shown above.


You can add as many consent fields and multiple links in a single field.


3. Attendee card Customization


The event organizers can customize the attendee card. The custom registration form can add the default fields like designation, organization name, city, country, and phone number from the “Add Preset field” option. On the “Add Custom Field” option, the “short text” field can be added & selected for the attendee card. 


Registration forms would automatically add information to the selected attendee card fields. Airmeet recommends making registration fields mandatory that need to display on the attendee card.


An organizer can add 5 fields to the attendee card, including the name. The name field is mandatory and cannot be deleted or re-arranged.




3.1. Add Condition to your Fields

Make a field appear based on conditions set on other single-select/multi-select or consent fields.


Add a single/Multi-select question field and map it to a particular question.


Step 1: Add a Single/Multi-select or Consent-type field using "+Add Custom Field"

Step 2: Go to another field you want to showcase when a person selects any options.

Step 3: Hover towards the field and click on the "+" icon.

Step 4: Select the field that needs to be shown when the participant selects a particular option and choose the Single/Multi-select or Consent type field, and the options that an attendee clicks on should show the desired question.


The desired question will be shown to participants whenever they select the conditional option.



Note: The condition applied field cannot be shown on the attendee card.


4. Rearranging and deleting custom fields


The event organizer also can rearrange the different fields by dragging and dropping them to a particular position or deleting them if not needed.



Rearranging applies to both custom form fields and attendee card options. 


5. Custom forms & Attendee cards for Ticketing events

Custom Forms are also applicable for ticketing-enabled events. Attendees would see the custom form while purchasing the tickets.




6. Registration details of participants

An event organizer can view all registered and invited attendees for their event under the “participants” section and download the list.

Steps: People Tab -> Attendees > Registration summary > Download List. 
The organizer can export all registration data.

 

The downloaded list will include data of all custom fields filled up by the attendee while registering.

Note: If a field is added, edited, or removed while event registration is ongoing or the event is live, the deleted fields will not be shown and will not be available on the downloaded participant’s list.

TIP: It is advised not to change the attendee card fields when the event is live.


 




7. Points to keep in mind

7.1. Custom Registration Form

  • The event organizers can edit the registration form at any time. You can delete the existing fields or re-arrange them and even mark the fields as mandatory.

  • Registered participants do not have to re-fill the registration form while entering the event.

    Important Note : Custom registration form is not applicable to speakers, event organizers & Guest users.


7.2. Attendee Cards Customizations

  • Only attendees' and Exhibitors’ cards can be customized, and both will have the same fields on their name cards. 

  • Guest users and Speaker display cards can NOT be customized. The organizer from the dashboard updates the Speaker card.

  • Only short-text fields can be added (up to 70 chars) for the attendee card.


    Important Note : Custom registration form is not applicable to speakers, event organizers & Guest users.



7.3. Changes to Attendee Card Fields

  • The profile section will reflect the latest field changes if the event organizer modifies the attendee card fields.

  • If the event organizer removes fields from the attendee cards during an ongoing event, participants inside the event need to update the fields from the profile section.

  • If an event organizer adds new fields to attendee cards after participant registration, the attendee needs to fill up the new fields from the profile section.

    The event organizer will inform attendees who are already inside the event to update their profile from the profile section.


TIP: It is advised not to change the attendee card fields when the event is live.


7.4. Emails Capturing

  • Emails are auto-captured in all the “Event Entry” scenarios except for “Anyone can enter without sign-in” by default. 
  • Only a customer on the paid plan can create a custom short-text field to capture emails in the “Anyone can enter without sign-in” scenario. Free accounts will not have this privilege.


7.5. Invite through email (magic link)


The organizer can upload a list of attendees and send them an email invite with a unique link.
Upload a list of attendees for an Airmeet event and send invites via email




Note:
If custom/new fields are added or removed, the attendee has to fill out the mandatory fields or can skip the non-mandatory fields and enter the event.



8. FAQs


1. In which Airmeet format custom registration forms are applicable?
Custom registration forms are applicable in both Webinar format and Virtual event format on paid accounts.


2. Can we add “Add Preset Field” and “Add Custom Field” to our forms?
You can add both to your registration form and attendee cards.


3. How many fields can be added in the custom form?

Min 1 and Max 50 fields can be added to the Registration form.
Min 1 and Max 5 fields can be added to the Attendee form.


4. How many fields can be selected for an attendee card?

A maximum of 5 fields can be selected and added to the attendee card. You can add the “short text” field from “Add custom field” and use all fields from “Add preset fields.”

5. What happens if I add more than three options in single or multi-select fields?
The options will be shown on the drop-down menu if there are more than three options.

6. Would a Custom form be applicable in the case of Airmeet API?

Currently, Airmeet API doesn’t support custom field integration and would only accept name & email id as default fields.


7. Can I use the same field (for ex. “Long Text”) twice or more?

Yes, you can use the same field more than once while creating the form as long as it is within the maximum limit (50).


8. What happens if the registration form or attendee card fields are updated during the ongoing event?


New registrants, will have to fill in the freshly added form fields.

For already registered participants, nothing will change unless they change the contents by clicking on the profile modal in the attendee card. Already registered participants won’t be asked to fill up the registration form again if new fields are added.






Need more help? Contact support@airmeet.com or visit our 24*7 Support Lounge.














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