Configuring a form: Selecting your default settings under the “Settings” tab
Selecting your default settings under the “Settings” tab
In Invitario, all of forms can be individually configured to meet the requirements of the registration process for your event. These forms can not only be used to record registrations and deregistrations, but also to update your guests’ data.
Click on “+ Add form” under > Forms
, to create a new form or open an existing one by clicking on its name in the list.
The process of configuring a form is divided over four tabs:
- “Settings” tab: For selecting the form’s default settings.
- “Form fields”: This tab can be used to configure the fields and contents displayed on the registration form.
- “Confirmations” tab: For entering the texts to be displayed to a guest instead of the form after successfully registering or deregistering for an event on the website.
- “Notifications” tab:exte": This tab will only be displayed when using multiple forms for a single event. When using a single form, notifications can only be added through the tab under > Settings.
“Settings” tab:
- Name: This is the name under which you will be able to access this form in the editor through the form macro. This name can be changed at any time.
This name will also be important if you are using multiple forms for an event in order to offer different groups of guests different registration options. In order to keep this process as simple as possible, assign each form a name that starts with a number, e.g.: 1. Customers, 2. Employees, 3. Journalists etc. The order determines which form will be displayed to a guest subject to the specified restrictions.
-
Restriction:
A form can be restricted to a guest category you created as a tag or target group under “Categories” in the menu on the left. Restricted forms will only be displayed to guests who are part of the selected category. The default setting for forms is “No restriction”, which means that it can be opened by all guests. -
Status:
For selecting whether you want this form to be displayed online (“Active”) or not (“Inactive”). If a form is “Inactive”, guests will be shown a message that you can enter under the “Notifications” tab.
-
End of registration:
For selecting a registration deadline (date & time) for the form. On expiry of this deadline, the form will no longer be available online and guests will be shown a message that you can enter under > Settings to apply to the whole event, or enter separately for each form under the form “Notifications” tab.
-
Additional guests:
You can use this option to allow your guests to register additional guests. To do so, select from the following options:
- None: Guests are not able to register additional guests.
- Number of guests only: : Guests can specify the number of additional guests that will be accompanying them without having to provide any additional data.
-
Personal data required: Guests have to provide the personal data for any additional guests.
- Type of registration:
- Registration and deregistration: Guests can use the form to both register and deregister for the event and to change their registration status.
- Registration only: Guests can only use the form to register for the event.
-
Update data only: Guests are only able to update the information displayed on the form, but not to register or deregister.
-
Single login:
If you activate this option, guests invited to closed events will only be able to access the form to register once. This applies to all of the registration types described above.ebenen Registrierungsarten).
-
Event description:
This field can be used to enter the contents you want to be directly displayed to guests through the form. -
Notification email:
If this option has been activated, a message will be sent to the email address specified under “Contact” under > Settings every time the form is submitted.
-
Ticketing configuration:
If you want to enable guests to pay for their event ticket(s) online, you will need to link the form to a “Ticketing configuration” that you will first have to create under > Ticketing.
Related Articles
Configuring form fields in a form under the “Fields” tab
Configuring form fields in the form under the “Fields” tab Once you have configured the default settings for the registration form under the “Settings” tab, you can use the “Form fields” tab to configure the fields you want to be displayed on the ...Adding input and text fields to forms under the “Form fields” tab
You can add more fields to your forms by using the “Form fields” tab under “Forms”. Adding an existing input field from the database: Click on the symbol and select “Add field”. This option is also always displayed right at the bottom of the list. ...Adding fields for selecting sessions and dates to forms
You can use the “Form fields” tab under “Forms” to add one or several fields for selecting sessions. Depending on your requirements, you can add sessions to your form in a number of ways: As a choice of dates if the event is a recurring one. As a ...Link to an empty (non-personalised) registration form
By default, only personalized links (via macros) that link to a pre-filled registration form should be used in emailings. In pre-filled registration forms, the name fields are locked by default to prevent the invited person's data from being ...Can deregistrations also be recorded using the registration form?
Guests can also unregister via the registration form. They will find an "Unregister" button next to the "Register" button. Exceptions: It is set to "Registrations Only" in > Forms > Edit Form > "Settings" tab > Type of Registration. A ticketing ...