Event forms

Add an event section to a form to accept event registrations. With an event registration form, a form-taker can register for an event, register a guest or additional profiles, and pay for add-ons associated with the event.

If the form-taker registers additional profiles or guests, the event section repeats itself for each registration. This lets a form-taker fill out a single event section to collect information for multiple people.

Exports from the submissions list export only the form-taker's information and non-event fields. Exports from the registrants list export the information of every profile registered through an event form, with a row for each registrant. Event exports only include information entered into an event section — information in a non-event section can only be exported through the submissions list.

To create an event form

There are two ways to add an event section to a form.

Create a new event form:

1. Go to Forms > Form List, then select CREATE FORM.
2. In the Create New Form window, select This form will be used for event registrations, then select SAVE.

Add an event section to an existing form:

1. Hover over a form in your Form List, then select EDIT. You can add multiple event sections to a form.
2. Select Add Form Elements, then Presentation. Drag and drop an Event Section onto your form.

To configure event form settings

In the Form Settings tab, you can configure your General settings:

• Form Name: The name of the form that displays on your website and internally
• Form Description: Displays internally, in the form editor
• Form URL: How admins and members access the form (for example, your-domain.com/2015-conference-registration)
• Form Status: Set to Publish, Unpublish, or Archive
• Enable form expiration date: Toggle ON, then set a date. The form status changes to unpublished after that date

Select Edit Group Permissions to set which groups can access the form. If the event is open to the public, select Prospect. When an event registrant from outside your database starts the form, they're automatically added to your database as a prospect member.

Select Add a Date-Based Pricing Rule to create date-based pricing for early-bird specials or late registration rates. For a more in-depth explanation, see our help article on date-based pricing rules.

Select Add Discount Code to create discount codes that override other pricing on affected fields. To offer a membership discount, select Save, then select the Membership tab. Add a discounted price for each member type — only applicable member types display, based on their pricing structure. For more information, see Discount codes.

In the Forward URL field, enter the URL to redirect form-takers to after they submit the form.

To configure event section settings

1. In your Event Section, select Properties.

   

   The Registrant Name field is required and can't be removed from the event section. The Register Guest and Register Linked Profile buttons display only if you've toggled ON Allow key contacts to register linked profiles and/or Allow guest registrations.

2. In the panel that opens, you can:

   • Name your event
   • Toggle ON or OFF Enable this event section
   • Add an Event Name
   • Add an Event Date
   • Toggle ON or OFF Require at least one registrant for this event
   • Set a value in the Limit number of Registrants for event field. If a limit is set, an inactive form-taker sees a timer after 1 minute; if they time out, their submission is canceled
   • Select an action in the Once registrant limit is reached dropdown: Disable this section or Disable this form
   • Toggle ON or OFF Allow key contacts to register linked profiles

   

   • Toggle ON or OFF Allow guest registrations. Guests are added as member profiles to your database
   • Set a value in the Limit number of guest registrants per submission field
   • Toggle ON or OFF Create prospect profiles for guest registrations
   • Toggle ON or OFF Prevent guests from receiving member type pricing to charge guests the public/prospect rate, if set up
   • Select Edit Group Permissions to configure which groups have access to the event section
   • Toggle ON or OFF Enable field logic. See our help article on field logic for more information
   • Select ADD Field Logic to configure field logic for this event section
   • Select Copy or Delete to duplicate or remove the event section. Delete is disabled if the section has submissions tied to it
   Caution: You can only register yourself once for an event, even with Multiple submissions enabled. Enable Guest Registration to register additional profiles.
   Caution: The Event Name and Event Date fields determine whether your event shows up in the Upcoming Events or Past Event Attendance sections of your admin dashboard. If these fields are wrong, your event may not display, or may display under the wrong name.
3. In your Event Section, select the Event Description text box, then select Edit Event Description to edit the text.

4. Select the Add Form Elements tab to drag and drop custom and built-in attributes into your Event Section. You can also add presentation elements. Additional fields must be added beneath the Registrant Name field.

   

Other event form sections

Login section

A Login section is included with every form. We recommend enabling it unless you want all form submissions to appear anonymous. Confirmation emails don't send to anonymous submitters. For more information, see Anonymous form submissions.

Login Type:

• Existing Users: Allows existing members to log in
• New Users: Allows non-members access to the form

Summary section

A Summary section is included with each form. Select Properties on the section to configure its settings. In this section, a member can enter Discount Codes, if available. Select Add/edit Summary Fields to choose which fields display in the form summary, so form-takers can review their selections before moving to the payment section.

Payment section

This section includes credit card payment fields. Select Properties on the Payment Section to configure payment settings. In this section, you can:

• Select a payment processor from the Payment Processor dropdown
• Select an invoice template from the Invoice Template dropdown
• Toggle ON or OFF Enable pay later with invoice to let the member settle an invoice later by logging in to their profile
• Toggle ON Override invoice template's due date to set a different due date for these event invoices. This feature is only available on event forms

In the payment section, select Click here to see an example to view how your payment section displays on your website.

Confirmation section

This section includes settings for the confirmation page, confirmation email, and itinerary email. The confirmation page appears after the form-taker submits their completed form. The confirmation email sends directly after submission. The itinerary email is only available on event forms and sends to every profile registered through the form, including guests — you can BCC the form-taker on these emails. Itinerary emails are built the same way as confirmation emails. In the confirmation email section, you can:

• Toggle ON or OFF Enable confirmation section
• Toggle ON or OFF Enable confirmation email
• Select Edit Confirmation Email to open an email editor
• Toggle ON or OFF Send itinerary email to each registrant

If both the confirmation and itinerary email are set to ON, the form-taker receives both emails.

To edit the confirmation page, select the text box inside the confirmation section. In this section, you can:

• Toggle ON or OFF Enable this element
• Select Edit Confirmation Page to open an editor