Lets begin by taking a look at the Registration Form screen for Event Smart. Login to your Event Smart admin. Then locate Event Smart in the admin menus and click on Registration Form.
An active subscription for the Advanced Registration Forms feature upgrade is needed to use custom questions on your Event Smart website.
It is also included in the personal or business plans. Want to upgrade to one of these plans? Make the switch from your My Account page on EventSmart.com.
The Questions tab is shown by default when you click through to the Registration Form from the Event Smart admin menus. A question in Event Smart can be thought of as the a specific piece of information that you are requesting from an attendee/registrant. If we look at the screenshot above, we see two examples of questions: First Name and Last Name.
A Question Group allows you to bundle or cluster a set of questions together. Event Smart comes with two default Question Groups:
- Personal Information
- Address Information
What kind of information would you expect to see in the personal information question group? For this question group, Event Smart asks for contact information such as first name, last name, and email. For the address information question group, Event Smart asks for information that is related to the address of the attendee/registrant such as street address and even phone number.
Now that we have a basic understanding of what questions and question groups are, lets take a look at creating a new question group and associating questions with it.
From the Registration Form screen, click on Question Groups. Then click on the button at the top of the page that says Add New Question Group. You’ll then arrive at the Question Group editor and you can begin entering information about your new question group. Go ahead and enter a title or name for your question group. You can enter a group identifier or allow Event Smart to create one for you (occurs after saving). The remaining fields are optional. When you are finished editing your question group, click on the save and close button. This will take you to your Questions Groups page.
Now click on the tab for the Questions screen and then click on the button that says Add New Question.
You’ll then arrive at the Questions editor and you can begin entering information about your new question. Once you are finished, click on the save and close button. Then repeat these steps for additional questions.
After you have created all of your new questions, we’ll need to link them to your new question group. Return to the Question Groups screen and click on your question group. You’ll now see your question group along with available questions towards the middle right of the screen. In the screenshot below, we have some sample questions that we want to link with our question group called Address Information:
To link a question to a question group, place a checkmark next to those questions. You can also adjust the order that the questions will appear in by dragging and dropping them. Once you are happy with your changes, be sure to click on save and close. This will return you to your Questions Groups screen.
Your question groups can also be sorted by using drag and drop. Keep in mind that this updated order for these questions and question groups will be used throughout Event Smart including the Event Smart admin and on the front end of your website.
You can also collect information from multiple (different) attendees in the same checkout if you want and even ask different questions of the primary attendee than the questions you ask the additional attendees.
Assigning Questions to Event Forms
You can collect information for each attendee or just the primary attendee by assigning a group of questions to your event.
To collect attendee information for each ticket/registration purchase do the following:
- Edit your event
- Go to the Question for Additional Registrants area
- Select the question group(s) that contain the questions you want to ask each attendee.
Breakdown of New Field Types
- “Decimal” only allows decimal numbers
- “Email” only allows proper email addresses (or blank if its not required)
- “Integer” only allows full numbers, no letters or special characters
- “USA – Format Phone” only allows 10-digit numbers (or blank if its not required)
- “Whole Number” validates numbers such as 1, 23, 334, negative numbers such as -1, -23, and -334 will be invalid
- “Year” creates a dropdown of available years
Next: Country Settings