Step 2 - Create your registration form

Step 2 - Create your registration form

The registration form captures all the necessary information about attendees. You have full control of which fields are assigned to your various ticket types. You may also control whether all tickets must be registered at the time of purchase (as opposed to just the ticket purchaser, which is recommended as the default setting). 

INTRODUCING THE FORM BUILDER

Begin by going to the ‘Step 2’ navigation bar and click on the ‘Edit’ button on the right-hand side



Once you have clicked on the ‘Edit’ button, you will be on the ‘Manage registration form’ page.



You need to create a registration form that captures all the necessary fields for all your ticket types. You will assign which tickets get which fields at a later step.


Note:  At the top of the page, you will see the above mandatory default fields for the registration.  These may not be edited or altered.


To set up a custom field, start by going to the ‘Form fields’ navigation bar located on the right-hand side of the page 





Note: There are ‘Common fields’ - You simply click on the desired field, and it will appear in the form builder.



Once you have added to additional default fields from the ‘Common Field’, you may continue creating your custom fields. 


CREATING ‘SELECT ONE’ OR ‘SELECT ALL THAT APPLY’ FIELDS

To create a ‘Select one’ field, click on the ‘Radio button’ button in the navigation bar. Once selected, a pop-up page will appear that you will need to complete.



Note:  When creating a radio button field, be sure to phrase your field in a specific way that you capture the desire response for data purposes.

Note:  To create a ‘Select all that apply’ field, follow the same steps below, except choose the ‘Checkbox’ option above.



  1. ‘Field label’: Type your field text in here.
  2. ‘Single or Multiple option select’: Select whether the respondent can select one or multiple response options
  3. ‘Required Field’: enable this to make a field compulsory (form cannot be completed without a response). 
  4. ‘Manage Options’ Add all response options here by clicking ‘Add New’ for each additional response option, and type the relevant response option. ‘Delete’ allows you to remove any response options that are no longer relevant 
  5. ‘Share with vendor’ enable this if you would like responses to this field passed on to the vendors who are scanning attendees with the LeadGen app (only for those attendees that they scan)


Once your field has been updated, click on ‘Add to form’ button. Your field will now appear in the form builder.


Note: You cannot delete any fields from the form once the event has launched, and data has been collected against the field. You could however, unassign that field from all tickets so in effect it is no longer shown to customers. 


When reviewing the fields that have been added to the form, you will notice that each field has a navigation toolbar. 

  1. Share: This allows for this information to be shared with exhibitors. If this is highlighted blue, then the ‘Share with vendor’ setting is enabled. This will only share the field information for attendees that each respective vendor has captured through LeadGen.
  2. Wrench Icon: if you want to mandate the attendee to answer the field during the registration process.
  3. Sort option: allows you to rearrange the fields in a different order by simply clicking a dragging them in the order you wish 
  4. Trash can icon: is if you wish to delete the entire field from the form.  If you delete a field during your event, old responses will not be lost, but future responses will no longer be captured
  5. Display rule: Display rules allow you to display or hide a field, based on the responses to a previous field. This option becomes visible once you have added more than one field to your registration form, and only works when the prior field is ‘Checkbox’ or ‘Radio Button’ format.




SETTING DISPLAY RULES (CONDITIONAL LOGIC ON FORM FIELDS)

Display rules allow you to display or hide a field, based on the responses to a previous field. This option becomes visible once you have added more than one field to your registration form, and only works when the prior field is ‘Checkbox’ or ‘Radio Button’ format. A display rule can only be dependent on prior fields.


Caution: In step 4 of your event setup (Ticket Creation), you will determine which registration form fields are shown to each ticket type.  Fields with an active ‘Display Rule’ will not be shown to customers, unless the ‘Based on’ field is also assigned to the same ticket(s).  In the below image for example, fields 4 and 5 need to be assigned to any given ticket type, for the display logic to work correctly on field 5. 


Click on the ‘Display Rule’ button - a pop-up page will appear.  





Define the display rule settings by completing each of the fields below.

  1. ‘What would you like to do’: select ‘Show this field’ if the field you are editing should be shown based on an answer to a previous field (or vice versa if the field should be hidden)
  2. ‘If the option selected in field’: select the field that this display rule is dependent on.
  3. ‘Is’: Select the condition on which your field is shown or hidden.
  4. ‘Assign Display Rule’: Click this to save your display rule.



Once you have clicked on ‘Assign the rule’ you will be brought back to the form page.  Now that all fields have been added, click on the ‘Save and preview’ button. 


Continue adding and re-ordering fields and display rules until you are satisfied with your registration form.



Note: Once you have reviewed the page and closed it, you will receive a pop-up box that reminds you that If you have added any Custom Fields to your registration form, please ensure that these new fields are assigned to the relevant tickets before they can be visible during the registration process.  Click ‘OK’ as this will be covered during the ticket creation guide (see here).





Now that you have finalized Step 2 you will return to the ‘Create your event’ page.




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