Creating and Building an Event

Adding registration Form Fields

This is an article which will go through how to add standard and custom registration form fields.

Now your event is created, following our Create an event guide, you can add specific details using the Event Setup section further down the page.

Your Event Setup is split into 3 parts, Registration Form, Event Experience, and Emails

Note: Present+ (Host users) customers, will not have access to the Emails tab.

Registration Form

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This section relates to your audience registration form which allows people to pre-register for your event and be included in the pre-event communications.

Form Fields - In order to function your form must include at least the email address field.  The session will be populated with the fields you agreed in your template, so this can vary depending on what you have set with our onboarding team. The form fields can be removed or edited as needed on a per-event basis.

Note: Your master event template can be configured with your most-used fields if you know you will always be using the same fields for every event, so if you are finding you are adding form fields for every event, reach out to support@workcast.com and CC in your Account Managed and we'll look at this for you.

Form fields can take the following formats

  • Single Line Text Box - a free text field to be typed into
  • Multi-Line Text Box - a larger text field to be typed into (the height can be specified)
  • Drop Down List - Single choice with set answers displayed as a drop-down box, you must add a blank display text and blank report value as the first option to start with (this ensures an actual answer is not auto-selected and no incorrect reporting would be produced from the question)
  • Radio Button List - Single choice with set answers displayed as a list
  • Check Box List - Multiple answer choice with set answers displayed as a list, allowing users to submit 1 or more answers

Adding a form field

Form fields are either Standard or Custom.  There are a number of standard fields that can be selected from or custom fields can be added if you do not see your question.

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Custom Title - this is the title that will appear on your registration page

Type - the format of the question as it will appear to attendees

Report Heading - this is the heading the will appear in your reporting within the WorkCast Platform when downloading your registration reports

Is Required - the question can be set as mandatory for registrants to answer for their registration to be accepted


We know a lot of our customers like to add form fields that include links, this could be a statement that could contain a privacy link, or it could be an opt-in which links to a T's and C's page or something similar.

You have a few options with this. You can add it as a statement, so no actual answer options. Or you can have an opt-in where you must select something to opt-in/agree. 

Statements:

A statement that is all text, no clickable links needed:

Example: During the event, you are able to ask questions, there is a question box on the event page located under the media player.

To add this, you press Add form field, choose Custom

Custom Title: paste/type your statement into this
Type: Check Box List
Report Heading: Put as something relevant, so it could be "registration-statement" or "statement" etc.
Is required: Ensure you do not tick that it is required, as it is a statement.
Then press Save 

Ensure after this, you press the Green Save bar, you will then be able to press Preview form or Publish draft

A statement that is text with a certain word/phrase linked:

Example: By registering for this event, you are agreeing to WorkCast's privacy policy.

To add this, you first need to paste the text into a form content box and follow the WYSIWYG to add a link. 

Highlight the word/phrase you wish to link, then press ‘insert link’ and paste the link into the part where it will say ‘http://’ and select Open in new tab

Now you’ve added that you need to click into the source, which is the character at the end of the row.

By clicking that, it will show you the wording with the HTML coding.


You will need to copy the full text including the HTML, then press add form field.

To add this, you press Add form field, choose Custom

Custom Title: paste/type your statement into this
Type: Check Box List
Report Heading: Put as something relevant, so it could be "registration-statement" or "statement" etc.
Is required: Ensure you do not tick that it is required, as it is a statement.
Then press Save 

Then, you will need to delete the text out of the form content box as you no longer need it in there. (This was added in there to be able to link the text and gain the HTML)

Ensure after this, you press the Green Save bar, you will then be able to press Preview form or Publish draft

Opt-ins


You can have an opt-in where you have a question, and then basic options as answers. 

Example:
Q. Please choose which communication type you would prefer from us
A. Email / Phone / Post / None

To do this, you need to press Add form field, choose Custom, Enter:

Custom title: Your question

Type: Check Box List (if it is multiple choice), Radio Button (if only 1 option should be selected)

Report heading: Something similar to 'communication-opt-in' or relevant word-opt-in 

Is required: If the question is required, please tick that box.

Click Save


Now to add your answers/options. 

Press on the edit pencil of your question.


Once you have pressed the edit pencil:

Add in your options/answers
Display text: This is what the registrations will see
Report Value: This is what will pull through on your reporting (We recommend it to be the same as display text or something very similar)
Press the plus button
Once all options/answers are added, click Save

Ensure after this, you press the Green Save bar, you will then be able to press Preview form or Publish draft. 

How it looks on the live registration page:


Some customers like to have an opt-in where there is not actually a question, it's all just answers with the Check Box List/Radio Button on the left of the option/answer. 

If this is the case:

Press Add form field, then Custom

Custom Title: (copy and paste this directly): <span style="color:#FFFFFF;display:none">EXAMPLE Q</span>

Type: Check Box List(if it is multiple choice), Radio Button (if only 1 option should be selected)

Report heading: opt-in (or something similar and easily identifiable for you)

Is required: Non-required (as it is an opt-in)

You would replace the words EXAMPLE Q to say OPT-IN for example, or if there are multiple opt-ins, then you could put what the opt-in is about, EMAIL OPT-IN, etc.

Then press Save.



When you press save, this is how it will look in the back end:

The coding added into custom title, acts as a hidden question, so it will appear blank.

Press the edit pencil and add your options/answers

Display text: Example text: Yes I would like to be contacted by a COMPANY NAME representative. 

Report Value: contacted (or something similar/relevant)

Press Save



Ensure after this, you press the Green Save bar, you will then be able to press Preview form or Publish draft. 

How it looks on the live registration page (square for Check Box List/circle for Radio Button):


Next steps.. adding content to your Registration Form