How to setup registration form for event series?

Modified on Mon, 29 Jan 2024 at 03:08 PM


TABLE OF CONTENTS




1. Overview 


Are you looking to collect demo requests or offer 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.




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 "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 to the registration form and select a 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. 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.


 




6. Auto-Registration for the series


Auto-registration in event series allows the attendee to auto-register for all the events added to the event series and also add them as an attendee for any new event added to the series later. 


To enable "Auto-Registration," follow the below steps:


Events Dashboard > Registrations > Registration Form > Toggle on towards "Enable Auto-Registration for the whole Series."





When auto-registration is ON, attendees who register for the series will automatically be registered for future events added to the series (based on their consent).





If auto-registration is turned OFF, attendees will be able to select the events they want to register for.





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

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