When managing online events you are able to create unlimited registration forms allowing you to create customized registration flows for your entrants.
You might for example want to create a registration flow for individuals and then a different flow for team captains. Or you may want to create a registration flow for schools or businesses, adding in things like merchandise that you might not want for other entrants.
This article will show you just how easy it is to create different registration flows for your events.
You’ll need to already have your Online Event already setup. Head to the Events module and then into Online Events. Click the edit icon of the event you wish to add the entry forms on.
Once into the event, in your middle navigation, choose Entry Forms. When you first create an online event, by default we generate one entry form called ‘Default’. You can edit this entry form to change the name, URL, and all the registration options within that form.
Click the edit icon of the form you wish to edit, or click the blue ‘Add Form’ button to create a new entry form for this event. Let’s take a look at all the options within an entry form:
Give the entry form a name and enter the Entrant Type – a quick reference for you to know which form is which. Here you’ll also see the URL. You can copy this URL and paste it anywhere on your site (in text, on a button, etc) that you want people to click through to in order to begin their registration using this entry form flow.
You’ll see 5 x steps below the Manage Entry Form section. These steps (with the exception of the first step) can be enabled or disabled. Steps shown in white are auto enabled and steps greyed out are disabled by default.
The first step is required in order to capture the personal details of the member registering and can not be disabled.
Clicking into each step will open a lightbox window with 3 tabs for navigation:
Form Settings: This is where you can turn on or off form fields, make fields mandatory, customise your optin text and much more. You’re also able to edit the Tab Title (the name of the step which appears to the member when registering for that step).
Optional Content: Here you can add additional copy , imagery, video, and more to the top of that step in the entry process. For example, you could add something along the lines of “Tell us a little about yourself by completing the details below. All entries received by DD/MM/YYYY will go into the draw to win!”. You get the idea.
Additional Fields: If you would like to capture any data in addition to the preset fields for this (and each further) step of the entry form, you can choose to pull in a web form to that step. Learn how to create a web form in our Site Content articles.
When editing the Merchandise step, you have the option to enable fundraising defaults to also appear on this page, or simply just merchandise. Tick the ‘Merchandise Options’ field to only display your products. By enabling Merchandise on your entry form, the products you have contained in your event level Merchandise tab will be displayed during this step of the registration flow.
Each of the remaining steps displays the various options you are able to set.