Custom fields on registration forms

Aside from the basic information collected on all registration forms by default, namely the name and email address of the attendee, you can also collect custom data as your needs dictate. For example, you may have parents who need to register their children, where the attendee is the child, but you also need the parent's information. Likewise, you may need to collect other information about the attendee, such as their address, date of birth, experience level with the subject matter, injuries that may impact participation in the event, etc. You can also use custom form fields for including terms, policies, and waivers on registration forms. 

You can create custom fields on registration in two ways: 

• Account-wide, which will apply to all events that you create.
• Event-specific, which will apply to certain events only.

Account-Wide Custom Fields

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.

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.

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.

4

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

Event-Specific Custom Fields

1

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

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".

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.

You can also "Add a heading" to separate the custom fields on the registration form and "Copy account global fields" if you have configured such and wish to use any of them along with the event-specific custom fields. 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.

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.

5

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

How custom fields are displayed publicly