Registrant Details (Attendee Form)

Access: (Event) > Plan > Forms > (form) > Registrant Details

In this topic: Header  || Fields  || Active Reg Info || Other Options  || Display Settings  || States  || Countries  ||

The Registrant Details section of the registration form collects a registrant's personal contact information.

Section Header

A Section Header can be configured on most of the pages that make up a registration form.

It is typically used to display additional instructions or event information related to that section.

• Text Above Header – Displayed above the header bar, at the top of the section.

• Header Text – Displayed in the header bar (in a contrasting color). Default value: "Personal Profile".

• Text Below Header – Displayed directly below the header.

• Formatting: The text in any of the three fields can be plain text, but may also include HTML tags; or you can click the </>.icon below the lower right corner of the text box to edit the text in an HTML editor, which opens in a separate pop-up window.

• No Header: If all the fields in the Section Header area are left blank, no header is shown for the section when the attendee views the form.

Select Fields

Available Fields on the left lists the default Certain Profile fields, plus any  Questions" style="display: inline; font-family: Lato, Verdana, Arial, Verdana, Verdana, Verdana, Verdana, Verdana, Verdana, Verdana, sans-serif; font-size: 10pt; color: rgb(22, 7, 255); text-decoration: underline;"custom profile fields defined for the account.

Using the arrow controls, select fields there and move them to the Fields to Display list on the right.

(To save scrolling through a long list of fields, you can type any part of a field name in the Filter text box. That's a predictive search that limits the list to matching fields.)

• Click » or « to move selected fields to the right or left.

• Click »» or «« to move all fields right or left.

• Click Top, Bottom, Up, or Down to change the position of a selected field in the Selected Data Fields box; that's the order in which field will appear in the form.

Note: You can enable new registrants to select their own Username and Password (which are stored at the account level, in their Profile record), by including those fields on this page.

 Video: Collecting Username and Password (2 min)

These can be used on registration forms to restrict access to Profile logins: see Forms > Entry.

 

Gender: Note that Gender shows as a field, and  works like a custom profile question, in that you can customize the answer subset.

• Insert Row enables you to create a multi-column profile section layout. All fields between <{new row}> markers will be displayed on a single row on the registration form.

• Save – Click Save at the bottom of the page after making your field selections, so that you can modify the selected fields in the Active Registrant Information section.

Active Registrant Information

Once you have selected the information to collect about each attendee, and clicked Save, you see a row for each. You may configure the behavior of each field as follows:

• Require – Collect data and require that an answer be provided.
  (Cannot be set for custom profile data fields unless you click  override defaults.)
  
  If a data field is collected, the data is validated and an error message returned if an error is found. For example, U.S. addresses are validated for 5 or 9 digit zip codes and 10 digit phone numbers, and email addresses are validated for the user@domain.xxx format.

Note: If your event has the Appointments Module enabled, and you will be running the Appointment Matching Engine, then all the registrants with preferences must have values for First Name and Last Name. Those fields should therefore be marked as "required" here.

• R-only (Read-only) – Display data, but do not enable the online registrant to modify that information.
  Useful for invitation events, for example, when you would like the invitee to be able to register online, but don't want them to be able to transfer their invitation to someone else by changing the name fields.
  Note: If a field is marked as "Read-only", but the registration does not have any data for that field, then an empty text form field will be shown. This enables the registrant to optionally provide the missing information.

• Verify/Confirm – If selected (as it is by default), the field will be included on
  the Verify and Confirm pages of the form, and on the confirmation email.
  Clear the check box here to hide the field in those places.

• Text to Display – Label displayed on registration form.

• Size – Can be set to Long, Medium, or Short. (See Display Settings for definitions.)

• Default or Subset of Answers – Set the default answer, or list of answer options, for the question, where required.

Note: Changes made to the gender label are stored at the event level. This means that, unlike other custom questions, changes made in one form are not independent of changes made in other forms.

Custom Profile Questions

A custom question in the list has a checkmark icon instead of a row number, and the other fields cannot be edited.

•  – Click this first-column icon to override defaults for custom questions.
  You can then make the question Required, and/or edit the Text to Display. (Those fields default to not required, and the text from Custom Profile Data.)

• Question icon  – To restrict the list of answer options displayed on the form, click the icon on the right of the Text to Display. Then edit the settings in the Customize Profile Answers pop-up window.

Other Options

Email Uniqueness

Select one of these three radio buttons to determine whether/how email uniqueness is enforced.

• Do not enforce email uniqueness – Attendees can register multiple times for this event using the same email address, which would create duplicate profile and registration records.

• Enforce email uniqueness within this event – An attendee cannot register for this event if there is already a registration record with the same email address in this event, i.e. someone has already registered for it using that email address.
  (Note: Someone may have registered for a different event using the same email address; thus multiple profile records, which are held at the account level, could still have the same email address.)
   If selected, the two additional fields below are displayed.

• Enforce email uniqueness within this account – An attendee cannot register for this event if there is already a profile record in this account using the same email address, i.e. probably as a result of registering  for any event in this account, including this event.
  Note: This is the default value for new forms and new events. But if the form or event is a copy, then the form's default value is whatever the value was in the original form.
   Caution: If this is selected, a potential attendee already in the account's profile database can still register if you set the form's  Entry Page  to optionally collect Username and Password, and the attendee knows their Username and Password.
   If selected, the two additional fields below are displayed.

If either of the "email uniqueness" options is selected, these two fields are displayed:

• Event Fields – To customize the text of the error message to be displayed, you can select a dynamic data  field and click Add to Message. For example, "Current URL".

• Email not unique – The text of the error message to be displayed if the email address entered is not unique.
  Example: "A registration already exists with this email address. Please log in to your existing registration rather than creating a new registration."
  (You can include HTML code in the message.)
  You can click </> to edit the message in a pop-up HTML Editor, in which case be sure to click the Update Web Content button to save your changes and close the editor.

Organization and Phone Auto-Suggest (Check Boxes)

• Enable organization auto-suggest – If selected, then when the registrant starts typing in the Organization field, they can select from a list of matching organizations (drawn from existing profile records in the same account).  ♦ Clear the check box to disable this.

• Enable phone auto-suggest – If selected, then phone number fields are pre-populated with the country's calling code, to which the registrant adds the rest of the number.  ♦ Clear the check box to disable this.

Display Settings

If you include any of the following fields on the registration form, you can optionally provide an explanation to be displayed beneath the field.

• Explanation for badge name field – For example: "The 'badge name' is your full name exactly as you'd like it to appear on your name badge."

• Explanation if requesting a username and password –For example: "Please choose a username and password to access your personal information at a later date."

• Explanation and instruction if displaying date of birth field – For example: "The Date of Birth value has been masked to protect privacy. To re-submit a new date of birth, clear the old value and enter a new date."

You can adjust the length of each of these three sizes of fields. Default for all three = 25 characters.

• Size of input field (long fields) – Length (in characters) of long fields.

• Size of input field (medium fields) – Length (in characters) of medium fields.

• Size of input field (short fields) – Length (in characters) of short fields.

Default States Available

Select the countries for which the default states (if defined) must be available in the State/Province drop-down list on this form.

Note: States are not available for all countries.

The countries available for selection here are controlled at the account level (Account Settings > Registration > Profile Data.)

Default Countries Available

Select the countries to be available for selection on this form.

The countries available for selection here are controlled at the account level (Account Settings > Registration > Profile Data.)