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Questions

The Questions page is where you create custom questions for use on registration forms, Certain Check-In. and elsewhere.

It's the same page, opened in a pop-up window, when you add or edit a question on any of the following pages (which are explained in more detail below):

Jump to:

||   Select Question Type   ||   Details   ||   Settings   ||   Answer Options   ||

||   Preview Question and Set Default Answer   ||   Display Settings   ||

Creating a Custom Question

To create a custom question, you need to supply:

  1.  the question (a request for information),

  2. and for some questions the possible answers (a way for the registrant to respond).

Use the sections on this page to create questions and answers to collect:

Certain knows where to show (that is, how to assign) each custom question and its corresponding answer field, based on the page from which the Questions page was accessed.

To create a custom question:

Follow the steps below that correspond to the sections you see on the Questions page in Certain.
Skip steps that refer to panels you don't see.

Note: When you begin to create a custom question, you see only two sections on this page: Select Question Type and Details.
The question type you choose determines which other sections and options are displayed.

  1. Select Question Type

  2. Question Details

  3. Answer Settings

  4. Answer Options

  5. Save

  6. Select additional options

  7. Preview Questions

  8. Verify Appearance

  9. Select Default Answer

  10. Display Settings

Select Question Type

STEP 1– Select the type of question/answer format that best collects the needed information. (These formats are based on the answer method.)

Caution: Once a question has been answered by anyone, you can't change its type.  Instead, you'd have to delete the question and  recreate it.

  • Text – Text field  with a single row for answer entry (up to 256 characters).

  • Textarea – Text area with multiple rows for answer entry (up to 4000 characters).

  • Radio (button) – Registrant selects one answer from multiple choices displayed as radio buttons.

  • Checkbox – Registrant selects zero or more answers from a list displayed as check boxes.

  • Select – Registrant selects one answer from multiple choices displayed as a drop-down list.

  • Select Multiple – Registrant selects zero or more answers from multiple choices displayed as a scrolling list.

  • Ticket – Registrant enters an integer value to indicate the number of items to select or purchase.

  • Date – Registrant enters a date (from a calendar selection or in a text field) in a specified format (see Date Formats, below).
    Default: the current date. Maximum: 20 years later.

  • Time – Registrant enters a time (as a text field) in a specific format.

  • Date-Time – Registrant enters a date (from a calendar selection or in a text field) and time (as a text field) in a specified format (see Date Formats, below).

  • Number – Text field, validated as a number.

  • Integer – Text field, validated as an integer (a whole number without any decimal places).

  • File – Registrant can upload a file (document, spreadsheet, presentation, etc.) and attach it to the registration.
    - Uploadable file types include Word documents (and other word processing formats), Excel (and other spreadsheets), .PDF, .PPT (and other presentation formats), .AI, .EPS, .HTML or .HTM, .RTF, text, .Zip, etc.
    - File must be less than 4 MB in size.
    - File name should be less than 50 characters, and unique within the event.

  • Image –  Registrant can upload an image file and attach it to the registration.
    - Uploaded file must be of image type: .JPG, .JPEG, .PNG, .GIF, or .EPS.
    - (Note: .ai and .psd images should be uploaded via File questions.)
    - File must be less than 4 MB in size.
    - File name should be less than 50 characters, and unique within the event.

  • Rating – The registrant gives a rating of one to five by clicking one symbol.
    When creating the question, you  select a Rating Symbol of Star (the default) or Radio:
    Stars or Radio buttons

Details

STEP 2– Provide the requested information about the question part of the question/answer format.

For more information, see tips on creating names, codes, and labels.

Settings (not available for Radio and Select question types)

STEP 3– Provide the requested information about the answer part of the question/answer format.

Note: The question type you selected (see above) determines which options are shown in this section.

  • Size of input field (for Text and Text Area questions.) or
    Size of form field (for Ticket, Integer, Number, File, and Image questions –
    The width of the answer field: the maximum number of characters displayed without moving the cursor within the field. This may be shorter than the actual answer.

  • Characters in Answer – (For Text and Text Area questions.)

    • Minimum – (Optional) The minimum number of characters in the answer.
      Note: May not be greater than 50.
      Blank = no minimum length.

    • Maximum – (Optional) The maximum number of characters in the answer.
      Note: May not be greater than 8000.
      Blank = maximum will be set by system limits.

    • Enable character count – (For Text Area questions) If selected, the registrant sees how many characters they can still enter.

  • Number of answers allowed (For Checkbox and Select Multiple questions.)

    • Minimum – The minimum number of answers the registrant can select.
      If left blank, is set to 0.

    • Maximum – The maximum number of answers the registrant can select.
      If left blank, is set to 0.

  • Number of options to display – (For Select Multiple questions.) The number of answer options to display in the drop-down list.

  • # of 'tickets' allowed – (For Tickets questions.)

    • Minimum – The lowest number the registrant can enter.
      If left blank, is set to 0.

    • Maximum – The highest number the registrant can enter.
      If left blank, is set to 0.

  • Minimum, Maximum – Enter the desired limits.

  • Range of values – (For Integer and Number questions.)

    • Minimum – The lowest value the registrant can enter.

    • Maximum – The highest value the registrant can enter.

    • Example: If Minimum = 5 and Maximum = 10, then a registrant could enter 5, 6, 7, 8, 9, or 10.

  • Date Format –  (For Date and Date/Time questions.) Select a format. Default is MM/DD/YYYY.
    Formats available (with examples):

    • MM/DD/YYYY   (10/29/2019)

    • DD/MM/YYYY   (29/10/2019)

    • D M, Y      (29 Oct, 19)

    • D MM, Y  (29 October, 19)

    • DD, D MM, YY  (Monday, 29 October, 2019)

  • Time Format – (For Date, Time, and Date-Time questions.) Select AM/PM or 24-hour.

  • Date Range –  (For Date and Date-Time questions.)

    • From – The earliest date the registrant can select.

    • To – The latest date the registrant can select.

  • Year Range –  (For Date and Date-Time questions.) Relevant only if you have not selected a Date Range.

    • From – The earliest year in which the registrant can select a date.

    • To – The latest year in which the registrant can select a date.

Answer Options (for Radio, Checkbox, Select, and Select Multiple question types)

STEP 4– For each answer option you want to offer the registrant, enter a Label, a Name, and a Code (separated by  hyphens, e.g. Yes I will attend-Yes -Y) on one line of the text box.

For more information, see tips on creating names, codes, and labels.

You must enter a Label, but the other two are optional.

Press Enter after each answer option to begin a new entry. Do not use the Tab key on your keyboard (as indicated on-screen)!

Note: Maximum answer options per question = 1000.
Recommended: To maximize registration form performance, do not exceed 150.

STEP 5 – Click Save at the bottom of this page (Not 'Save and Close'). Additional options are displayed.

STEP 6 – Select additional options, if needed.

  • Seq. – Sequence. A number used to determine the display order for each answer option.

  • Label – Text or HTML to show to registrant as answer choice. Verify your entry.

  • Name – Text to show on confirmations. Verify your entry.

  • Code – Text to display in reports. Verify your entry.

  • Sel? – Clear this check box if this option is for display purposes only (can't be selected).

    • See this warning about using Sel? or Web? for questions linked to agenda items (via the Advanced button on Event Setup > Agenda).

  • Web? – Clear this check box to remove the answer option from the registrant's online form.

    • See this warning about using Sel? or Web? for questions linked to agenda items (via the Advanced button on Event Setup > Agenda).

  • Cap. – Capacity. The number of times this answer can be selected per event.

  • Act? – Clear this check box to deactivate (delete) the answer.

  • Sort answer options alphabetically by Label – Check this box to sort answer options alphabetically by their label on the registration form. If checked, this will override the numbers in the Seq fields.

  • Add a text field after the last option – Select this check box if you want to include a text field after the last answer option in your list.
    This is most commonly used when you include an 'Other' option, and want registrants who select 'Other' to provide additional information.
    For example, you are collecting meal preferences, and include "Vegetarian", "Kosher", and "Other (please specify):" as answer options.
    You can specify the properties of the text field, including whether or not it is a required entry.
    Important: the registrant must select the last answer option in their list when entering text into the Other field.

    • Display text box on click – This check box is only available if you've selected the previous one: 'Add a text field after the last option'.

    • Select it if you want that text field to only be displayed to the attendee after they've selected (clicked) the last option.
      Why?

Preview Questions and Set Default Answer

STEP 7– Click the Save button on the bottom of this page (not 'Save and New) to preview your entries in this section.

STEP 8 – Verify the question's appearance. Change it using the Display Settings options (below), if needed. Click Save to preview any changes.

STEP 9 – (For radio buttons, check boxes, and select drop-down lists) – If desired, select one default answer from the answer options displayed in the drop-down list.

STEP 10– Change the question's appearance using the Display Settings options, if needed. Click Save to preview any changes (above).

Display Settings

[Play] icon Video: Setting Question Display Settings (Less than 2 minutes)

  • Show Online? – Select one of these options:
    • No (custom question is not shown on form)
    • Optional (response not required if question included on registration form)
    • Require (response required if question included on on form)
    • Read Only (if field included on form, answer is shown but may not be amended)
    • Hidden (Available for Text and Textarea questions only. Question is not shown on form but the answer can be captured. For use in capturing UTM or other parameters from a customized form URL.)
    Note: A Certain registration form must include a Questions section before it will show a custom question (regardless of this setting).

  • Include an empty option with the label – This option is available for those question types that have multiple selections, and enables you to create blank text entry field for the registrant to supply additional information.

  • Questions/Answers – Sets the orientation of the question text to the answer entry field. This can be set to left/right or top/bottom.

  • Multiple Answers – This option enables you to set whether answers should be arranged in a single column or row, or alternately in a certain number of columns.

  • Answers Order – If answers are displayed in multiple columns, use this option to specify whether the order the answers are displayed in rows across columns or down each column and then up to the next.

  • Question Font, Horizontal, and Vertical Alignment – The typeface and positioning for the question text.

  • Answers Font, Horizontal, and Vertical Alignment – The typeface and positioning for answer text.

  • Class – Optionally, enter a class name. This enables a question to be styled using CSS.

STEP 11 – Click Save and Close when you are satisfied with the results you see in the Preview section.

 

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