The following article outlines how to add, remove, and reorder fields within your registration and waiting list forms.
Notes:
- Before configuring your forms, learn how to add, edit and remove fields on your platform to ensure you have all the fields available that you need.
- If you are wanting to edit your lead forms see configure lead forms instead.
- If you need to add consent fields to your registration forms, see GDPR consent fields instead.
In this article:
- Registration forms overview
- Storing registration form data
- Default and custom forms explained
- Configure registration forms
Registration forms overview
Storing registration form information collected
You can capture data against the following entities using registration forms.
- Contacts
- Allows you to capture and store information directly against a contact's record.
- Useful for additional contact information that does not change regularly e.g. 'Emergency contact number'.
- Registrations
- Allows you to capture and store information directly against a single registration.
- Useful for data that regularly changes based on the contact's registration e.g. 'Have you completed this course before?'
Default and custom registration forms explained
Default forms
Arlo has a registration form for each registration method (order process and quick registration) as well as a default waiting list form.
You can edit default forms. Default forms should be used for the majority of your events where possible, so you can easily manage the forms in one place (the default settings) should you need to make changes.
Custom forms
Note: Waiting lists do not support custom forms.
You can create custom forms for specific specific event templates, which are used when you schedule a new event using the given template. This is useful if you have a requirement for bespoke information to be captured during the registration process, but only for a certain type of event that you run.
You can also edit the registration forms for individual events if required. This is useful if you have a requirement for bespoke information to be captured for one individual event that you are running.
If you need to save multiple variations of custom forms, use presets (which can then be quickly applied to any event you set up).
Edit default registration and waiting list forms
The following process describes how to edit the default registration forms on your platform.
- Open the Settings menu.
- Click Registration and lead forms.
- Click Show fields on the form you wish to edit.
- Note: The order process includes two forms, one for the registrant, and one for the billing contact.
- Note: The order process includes two forms, one for the registrant, and one for the billing contact.
- Add the fields to be displayed in the form.
- Contact fields are displayed with the 'Contact' entity.
- Registration fields are displayed with the 'Registration' entity.
- Choose which fields to make mandatory by ticking the checkbox in the Required column.
- (Optional) Reorder the fields on the form. Note: Fields can be ordered by dragging them into the correct position.
- Press Save.
Create a custom registration form for an event template
The following instructions outline how to update an existing event template to use a custom registration form. New events scheduled from the event template will inherit the custom form. Existing scheduled events using the template's form will also be updated.
- Open the Templates menu.
- Find and select the template you would like to edit by clicking the item in the list.
- Press Edit.
- Select the Registrations tab from the vertical menu.
- Click Edit in the Website Registration form section.
- Select Custom from the Dropdown menu.
- Press Add Fields to bring up the Fields menu.
- Select the fields you would like to add by ticking the relevant checkboxes, and press Add fields.
- Contact fields are displayed with the 'Contact' entity.
- Registration fields are displayed with the 'Registration' entity.
- Choose which fields to make mandatory by ticking the checkbox in the Required column.
- (Optional) Reorder the fields on the form. Note: Fields can be ordered by dragging them into the correct position.
- (Optional) Edit the labels (field names) displayed on the registration forms by clicking Edit labels.
- Press Save.
- From the main menu select Events.
- Select the event from the Scheduled tab.
- Select the Event you would like to edit by clicking the item in the list.
- Press Edit.
- Select the Registrations tab from the vertical menu.
- Click Edit in the Website Registration form section.
- Select Custom from the dropdown menu.
- Press Add Fields to bring up the Fields menu.
- Select the fields you would like to add by ticking the relevant checkboxes, and press Add fields.
- Contact fields are displayed with the 'Contact' entity.
- Registration fields are displayed with the 'Registration' entity.
- Once added, choose which fields to make mandatory by ticking the checkbox in the Required column. Note: Fields can be ordered by clicking and dragging them into the correct position on the form.
- You can edit the labels displayed on the website registration forms by pressing Edit labels.
- Press Save.