Forms List

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Introduction

A form is a Web page that collects information from prospects or attendees.

An event may have one or more forms that enable potential attendees to register online.

This Forms List page lists all the forms for the current event, with the dates that online registration opens and closes, the status (testing, active, closed) of each form.

The list may be a multi-page list.

If there is more than one form in the event, one of them is marked as being the Primary form.

Using the List

To create a new form:

Add Form (for advanced users)
Copy Form (step-by-step wizard)
Use the Copy action below, which uses the same wizard but with the form pre-selected.

[Play] icon Videos: All Certain University videos about Forms

[Play] icon Video: Manage Forms: Add, Edit and Copy (30 sec.)

Show Inactive – Include inactive forms in those listed.
(When you delete a form, it is only made inactive. You can therefore restore it, by clicking Restore on its Setup page.)

Actions

Edit – See the Setup information for that form.
Copy – Copy the form.
Preview – Open the attendee's view of the registration form in a new browser window.
Favorite – Add that form to your favorites. (It is then available via the Favorites global navigation icon at the top of every page.)

Form Sections

You may include any of the "sections" below in a form, provided the appropriate module is enabled for the event.

Sections are often on different pages, but some may be on the same page.

The links below are to the relevant setup pages.

Section	What You Configure in It
Setup	General settings for the entire form. The page layout settings determine which sections appear in the form, the order in which they appear, and which ones are on their own page (as most are).
Entry	The first page attendees see in the form. This can be used to deliver registration instructions and optionally to restrict access to the form.
Registrant Details	The contact information to be collected from the attendee.
Attendee Type	Which attendee types will be included, and how they will appear.
Sessions	How attendees can register for sessions if Speaker and Session Management is in use. Up to 30 sessions may be used.
Promo Codes	The Promo Codes available if the 'Registration Group as Promo Codes' module is in use.
Questions	Which custom questions will be included, to collect additional information from the attendee. May be on up to __ sections.
Agenda	Which agenda items will be included, and how they are displayed and selected, on up to 40 different sections. These may be Scheduled items, Fees & Discounts, Merchandise, and Other items, as set up on Event Setup > Agenda.)
Verify	The Verify/Edit page.
Payment	The appearance and behavior of the payment collection section of the form for events that charge fees.
Confirm	The confirmation page of the form.
Appointments	Settings for the Appointment Preferences section of a form, in an event which has Appointment Matching enabled. See Setting up an Appointment Preferences form.
Groups	Settings for the Groups page of the form: enabling the attendee to specify the group of which they want to be a member. (Only in an event which has the Registration Groups module enabled.)
Accommodation	Settings for the accommodation section , where attendees choose hotel, room, and room sharing preferences.
Additional Registration Add	Whether and how attendees can register others ("additional registrations") under their own registration.
Logic	Create logic rules that can cause certain elements in the form to be display, or certain values to be assigned, only when the rule criteria are satisfied.
Custom HTML	Build sections of HTML that can be included in various parts of the form. Often used to provide additional information to the attendee during the registration process.

How do I perform common tasks in the Forms area?

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Articles in this section

Forms List

Forms List

Introduction

Using the List

Form Sections

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