Custom fields on registration forms

Aside from the basic information collected on all registration forms by default, which is the name and email address of the attendee, you can also collect custom data as your needs dictate.

• Example 1: You may need to collect other information about the attendee, such as their work position, dietary preferences, experience level with the subject matter, injuries that may impact participation in the event, etc.
• Example 2: For a children's event, the child is the attendee whose name is input on the registration form, but you may also need to collect some additional information about the parent who is registering the child.
• Example 3: You can use custom form fields for including terms, policies, and waivers on registration forms as a custom field checkbox.

You can create custom fields on registration forms in two ways: 

• Account-wide, which will apply to all events that you create and set to use the account-wide custom fields.
• Event-specific, which will be created in and only apply to that specific event.

Account-Wide Custom Fields

STEP 1: Go to the account Settings, select Configurations, and then Custom Fields from the left side menu. This will provide you with the Global Registration Form Custom Fields.

STEP 2: Under the Built-in Fields, check the boxes of any additional fields that you would like to include, in addition to the default fields (full name and email address) on all of your event registration forms.

STEP 3: Under the Custom Fields & Headings, select Add a new field. This will open up an area for you to configure a new custom form field. You can add as many custom form fields as you need, define them accordingly, and make them be required or optional for your customers to fill out. 

These fields will be available to all events on your account if you enable them to show per event - see step 2 in the event-specific section below.

STEP 4: Be sure to Save custom fields when you have finished with this section.

Event-Specific Custom Fields

STEP 1: Go to Step 4 — Custom Form Fields, when you are creating or editing an event that you need to have custom fields.

STEP 2: Turn on "Include additional custom form fields on the registration form" to enable this feature on this event and select whether you would like to "Use the globally configured account custom form fields," as explained and configured above, or "Use a customized list of form fields specific to this event".

STEP 3: If you choose the customized list, then select "Add a new form field." Configure each custom field that you would like to have included on the registration form with a Label or Question, Field Type, Field Size, and optional Help Text to let your customers know what is required or why.

If you want to use the globally-configured custom fields and also add some additional event-specific custom fields to the event, then you would need to use the option labeled "Copy account global fields" to have these duplicated for this event. Once copied, they will be independent of the global settings and you can modify them as you need, and add more accordingly.

You can also "Add a heading" to separate the custom fields on the registration form. All fields and headings can be sorted up and down to organize in the order you need them to show on the event registration form.

STEP 4: Each event-specific custom field will be optional on the registration form unless you check the box "Make this field required," in which case registrants will need to fill it out before they can submit their registration form.

If you do not want a particular custom form field to be visible publicly on the registration form and you only want it to be used internally, check the box "Make this field internal." This is useful when you want to include or track a piece of information on a registration or an attendee internally, for example during manual registrations or when updating existing registrations. Internal custom fields are never exposed to the attendee on their confirmation email or elsewhere; they are only seen inside the system to the users that have access to the account. Such fields also get exported along with the other custom fields when you do a CSV export.

STEP 5: When you have finished configuring this step, Save & Exit, or proceed to the next step.

How custom fields are displayed publicly

When you configure and enable this feature for your event(s), it will be shown to your customers on the registration form under Additional Information, along with any other custom fields or headings that you have configured.

Here is an example of a registration form with 2 optional custom form fields, along with 1 required "Terms & Conditions" custom form field. The optional fields are configured to use a single-line text box at full width - 100% and the required field uses a multi-choice selection checkbox at full width - 100% along with help text.

Here is an example of a registration form with 1 required custom form field, which is configured to use single-choice selection radio buttons at half width - 50% along with help text.