Personal Information page

The Personal Information step enables Administrators to create fields for relevant personal and contact details that they want to collect from each registrant. This Personal Information is collected so registrants can be identified, contacted, or located by the Event Organiser.

Examples of Personal Information identifiers are:

• Title

• First name/given name

• Last name/family name

• Position/job title

• Organisation name

• Email address

• Phone number

• Address

• State

• Suburb/city

• Postcode

• Country

• Gender

• Date of birth

Additional Information Page

The Additional Information step enable Administrators to create fields for relevant marketing or other information that they want to collect from each registrant.

Examples of Additional Information questions that Administrators might want to include in the registration form are:

• Dietary Requirements

• Additional Special Requirements

• Registrant’s Areas of Interest

• Registrant’s Industry segments or subsegments the registrant works in

• Organisations they want to meet/network with at the event

• Products/services they are interested in learning more about

• Seniority/decision making influence question

• ‘How did you hear about the event?’ question

• ‘What is your priority for attending?’ question

• Data Privacy Consent questions

Building the Personal Information and Additional Information pages

Click the navy blue ‘+ Add’ button on the ‘Personal Information’ and ‘Additional Information’ step to create this registration form page. Administrators can create multiple versions of the Personal Information and Additional Information pages for different attendee groups.

Personal Information and Additional Information pages can be cloned, edited and deleted.

Form elements can be added to the Personal Information and Additional Information pages by clicking the orange ‘+ Add form element’ button in the bottom right.

• Form elements can include a free text field, or a selection from a list, a form page section and a description. There are no restrictions to the number of form elements that can be added to a registration form, however it should be noted that the risk of registrants not completing a registration form increases for long forms. It is therefore recommended that Administrators only include ‘must have’ Personal Information and Additional Information requests/questions.

• Free text field form elements can be set up by selecting the ‘Text input’ option under ‘Add form element’:

• If the registrant is required to make a selection from a pre-defined list of options ‘Select’ option under ‘Add form element’ is to be selected by the Administrator:

• There is a special ‘Date’ form element that can be used to ask registrants for eg their date of birth, or membership dates.

  • Field labels can be used to enter the personal or additional information requests or questions that should appear on the form for the registrant.

  • The ‘Help text’ gives Administrators the option to add instructions, clarifications or hints that assist the registrant in providing the correct information in the text field.

  • The date form element can be made mandatory or optional for the registrant to fill out. Mandatory questions can’t be skipped by the registrant; the registrant needs to provide information for these questions to be able to progress to the next registration page. Optional questions can be skipped and registrants can progress to the next registration page even if they have not provided the requested information for optional questions.

• Administrators can create different sections on the Personal Information and Additional Information form pages by selecting ‘Label for a new section’ under ‘Add form element’

• Administrators can create a description block on the Personal Information and Additional Information form pages by selecting the ‘This is the description block’ option under ‘Add form element’.

Personal Information and Additional Information fields can be edited by clicking the navy blue pencil icon. Personal Information and Additional Information fields can be deleted by clicking the red cross icon.

Personal Information and Additional Information fields can be dragged and dropped into different places on the form – enabling Administrators to change the order of the personal information and additional information questions on the registration form.

Personal Information and Additional Information fields can be expanded to full width, or reduced to half width by dragging the (grey) expander icon in the bottom right of the field.

To save the Personal Information and Additional Information form pages build, click ‘< Save & go back’ on the top left of the page.

Multiple versions of the Personal Information and Additional Information pages can be created for different attendee groups. This enables the Administrator to ask only the relevant questions to the relevant registrant groups.