How to create a registration form?

Eventdrive has been designed to support you before, during and after your event. The registration form comes into play during the preparation phase. Thanks to this form, you can obtain an updated list of participants for your event in real time.

Step 1

Go to "INVITE", click on "Registration form", then you have 2 ways to create your registration form:

• Click on "Create registration form".

• Duplicate an existing one by clicking on "Duplicate".

Once this step is done, you will see in this feature split in 2 parts:

1. Registration form
2. Settings

Step 2 

Define the name of your registration form.

You will find fields that Eventdrive proposes to the left side in the sections "Attendee fields", "Global Custom fields", "Event Custom Fields", "Sessions", "Misc" and "Sensitive information".

On the right part named "Form fields", you will add fields to be visible by your attendees. The fields "First name", "Last name", and "Email" are by default present as they are mandatory fields.

⚠️ For the e-mail field in your form, you have the possibility to restrict the 
inscriptions to professional e-mails.

Choose the fields you would like to appear on the registration form and drag and drop them from the left side onto the right of the page.

• Attendee fields

Now, click on one of the elements added and fill in the following fields within them:

1. "Label": You need insert a (phrase or a question) that the attendee will find on their registration form and if need be on their app profile. You will find the name on the export of your attendee list.
2. "Helper Text": To guide attendees when they want to insert the field.
3. Check "Mandatory" if you would like the user to have to fill out this field.

Click on "Save changes".

• Custom fields

Do the same for your "Custom fields".
Check the article: How can I add a custom field on the registration form? to see the procedure.

• Sessions

If you would like that your attendees to subscribe to certain sessions of your event, check out our article How to configure registrations for agenda sessions?

• Misc

Still on "Fields", on the "Misc" section, you can use "Text", " Separator" and "Page break" to organise your registration form. Based on the same instructions above, by dragging and dropping it in the order you wish on to the "Form fields".

For the "Text" field, click on the "Text" tool to complete your text and save it.

• Sensitive information

If you wish to ask sensitive data to your attendees (such as disabled access requery or dietary restrictions, etc.) these fields are here for this. Data entered by your attendees onto these fields will be purged automatically 24hours after the end of your event. Fore more information about the purge of sensitive data, check this article: Purge of personal data.

Step 3

In "Settings", fill in the following items:

• "URL": The URL the people may use to access the registration form.
• "Standalone URL": The URL the people may use to access the registration form without website menu.
• "Welcome text": you can add a welcome text that will appear above your form for your attendees.
• "Thank you message": "Thank you" will appear on your thank you page, but you can add a customized thank you message. It will appear when the attendees will have validated their registration.
• "Text in case of refusal": you can add a customized refusal message. It will appear when the attendee will have declined their registration.
• "Text when form is closed": you are able to customize the text that appears when the form is closed. It will appear instead of your form if your form is closed to attendees (see below).

Step 4

Finally, go to the the final stab called "Settings".

• "Visibility" : choose the type "Public" or "Private" for your registration from. See the article What is the difference between a Public or private registration form? for further information on the distinction.
•  "Allow attendees to accept or deny invitation": This option is visible only when your form is private. it is best to keep it checked to have an accurate updated list of attendees who have confirmed or declined.
• "The registration form is": you can open or close the registration form by ticking the respective boxes. When a for mis closed, no attendee can register to your event.
• "Auto open the registration form": configure the opening of registration forms at a specific date or not.
• "Auto close the registration form": decide whether the registration of attendees closes automatically or not. 
  • No (the registration form will stay open until you close it manually)
  • Yes, at a specific date
  • Yes, when a specific number of attendees registered via the registration form
  • Yes, on the start date of the event
  • Yes, on the end date of the event
• "Add to calendar on thank you page": select "Show" to have below the thank you text, in the thank you page, the possibility to add your event to a Google, Outlook or ical calendar. 
• "Select a confirmation email": choose a confirmation email by selecting an e-mail from the drop-down menu. This email will be automatically sent to attendees when they validate their registration forms. For more information: How to send a confirmation email automatically to my attendees?
• "Select a confirmation email in case of refusal": choose a refusal confirmation email by selecting an e-mail from the drop-down menu. This email will be automatically sent to attendees when they decline your invitation. For more information: How to send a confirmation email automatically to my attendees?

Step 5

Click on "Save" at the bottom right of the page.

Advice

• If you have an app the "Restricted by user" access, or a multi-event app, it is mandatory that you add the "Password" field in your form.