Registration Form

Registration Form

How to create a Registration Form?

  •  Click Dashboard
  • Click Attendee Module
  • Click Settings
  • Click Registration Setup
  • Select Registration Fields
  • Click + Add New Field button
  • Select the Field Type
  • Enter a label for Field Label
  • Click Add Field
  • If applicable, enter Field Description and any other attributes for the field
  • Set Required to YES or NO where YES will make the field mandatory
  • Set Admin Only to YES or NO where YES if this is an administrative field only accessible by Administrators
  • Save your changes by clicking Update Field Information at the bottom
  • Repeat Steps 6 to 13 to add more fields
  • List Fields

    • The list field view is the default view when editing any form in your system. This is not the familiar view of your contact form.
    • On the far left of each field label, click the three horizontal lines and drag and drop the field label to change the order of the field labels.
    • Click the edit button to edit an individual field label - you may change the field type (text, radio, checkbox, rich text etc.) the field description, required status, the field options and more. You may also remove a field label entirely by clicking the red remove button on the right in the list fields view. 

    Preview Form

    • Click this to view the more familiar view of your form. This is the front-end view of the form that your users will see.



    How to add a field to the Registration Form?

    1. Click Dashboard
    2. Click Attendee Module
    3. Click Settings button
    4. Click Registration Setup in the horizontal menu
    5. Select Registration Fields
    6. Click + Add New Field button
    7. Select the Field Type
      • TIP: If you only have 1 option, select a check box type field; Do not use Radio or Dropdown type when there is only 1 option. Use Radio type for > 1 and < 5 options; use Dropdown for 5+ options
    8. Enter a label for Field Label
    9. Indicate Screen Type (if you have more than 1 Registration menu screen defined, select the applicable screen)
    10. Indicate Financial Value Field?
      • Financial Value = if there is an associated dollar value to the field
      • Non Financial Value = no associated dollar value to the field
    11. Click Add Field
    12. If applicable, enter Field Description and any other attributes of the field
    13. Set Display Field to YES to show or NO will make the field hidden
    14. Set Display Field on Invoice to Yes to have this field show on the invoice or No will not show this item on the invoice
    15. Set Include Field Label on Invoice to No or Yes to globally set that the Field label along with the Field Option Label will appear on the invoice. Uses for this are radio type fields where the field label is the  question and the field option response are Yes or No
    16. Screen = If you have multiple screens defined in your registration form, this is the screen that this field will display on
    17. Set Required to YES or NO where YES will make the field mandatory
    18. Set Display Discount Box to YES or NO will hide the registration code discount box on the front-end of the form.
    19. Set Value Count Field to YES to enable the counter for the field (NOTE: You will need to set the option count for each option to be included in the counter) or NO will not keep a tally of the overall total
    20. Set Main Registration Field to YES or NO is not a main registration type field (only 1 main registration field may be defined on a form and each form must have a field set as the Main Registration field in order to trigger proper checkout)
    21. Set Max Count, enter a number if there is a maximum number of uses for this field; leave blank if not applicable
    22. Define Alternative Expiration = enter a date that will be used to verify against the expiration date of the groups selected for the next two Group related display logic
    23. Display Only to Selected Group(s) = select one or more groups for this field to be displayed to; if selecting a member group, this will apply to members in good standing or will use the date entered in the Define Alternative Expiration to determine eligibility
    24. Hide from Selected Group(s) = select one or more groups for this field to be hidden from; if selecting a member group, this will apply to members in good standing or will use the date entered in the Define Alternative Expiration o determine eligibility
    25. Late Date = set a global first cutoff date that will apply to all options defined for this field
    26. Onsite Date = set a global second cutoff date that will apply to all options defined for this field
    27. Save changes by clicking Update Field Information at the bottom


    How to Edit a Field on a Registration Form?

    1. Click Dashboard
    2. Click Attendee Module
    3. Click Settings
    4. Click Registration Setup in the horizontal menu
    5. Select Registration Fields
    6. Click the Edit button beside the field to update
    7. Make your revisions to the field
      • To make a field mandatory (i.e. required) set 'Required' to YES or No for not required
      • To make a field hidden set 'Display Field' to 'NO'
      • To set a field as an administrative field (will not display to the end-user), set 'Admin Only' to 'YES'
      • If you have options defined, scroll down and click edit for each option, apply changes, and click Update.
    8. Click Update Field Information to save changes



    How to re-order fields on the Registration Form?

    1. Click Dashboard
    2. Click Attendee Module
    3. Click Settings
    4. Click Registration Setup
    5. Select Registration Fields
    6. Click and hold the icon located on the far left of the field that looks like 3 horizontal bars, then drag that field (up or down) to it’s new position on the form
    7. Click Preview Form to see the field in its new position
    If you want to re-order options within a field, click the Edit button beside the field, then scroll down to the option list, then drag and drop the options into the desired order.

    How to add more information for a field on the Registration Form?
    1. Click Dashboard
    2. Click Attendee Module
    3. Click Settings
    4. Click Registration Setup in the horizontal menu
    5. Select Registration Fields
    6. Click the Edit button beside the field to update
    7. In the Field Description, add text
      • To add information to a Field option, edit the field option, then update the Additional Row Text or Additional Popup Text fields
    8. Scroll down and click Update button to save changes

    How to delete a field on the Registration Form?

    1. Click Dashboard
    2. Click Attendee Module
    3. Click Settings
    4. Click Registration Setup
    5. Select Registration Fields
    6. Click the Remove button beside the Field to delete
      • If unsure about deleting the field entirely - set Display Field to NO, this will make the field hidden and will still keep the field in the system, if you want to be able to use this field at a later time or copy the registration form fields when setting up another conference.
    7. Confirm the Delete.



    How to add additional text information on the screen or in a popup window for a field option?

    1. Click Dashboard
    2. Click Attendee Module
    3. Click Settings
    4. Click Registration Setup
    5. Select Registration Fields
    6. Click Edit button beside the field to update
    7. Click Edit button beside the field option to add more information to
    8. There are two possible places to add more information:
      • Additional Row Text - will display a row of text on the screen to the right of the field
      • Additional Popup - will display an  i  icon and a popup window with the additional information




    You may add a link on a registration form to another site or to a document located on another server. For example, adding a link to the Hotel bookings site.

    1. Click Dashboard
    2. Click Attendee Module
    3. Click Settings button
    4. Click Registration Setup in the horizontal menu
    5. Select Registration Fields
    6. Click + Add New Field button
    7. Select Field Type = Screen Text
    8. Enter a label for Field Label E.G. Hotel Link
    9. In the Field Description, enter text, then highlight the text to be linked, and then click the Link icon 
      E.G. Enter 'Click here to book your hotel', highlight 'here' and click the Link icon
    10. Enter the URL address
    11. Click the Target tab
    12. Select New Window (_blank)
    13. Click OK button
    14. Scroll down and click Add/Update Field Information button
    NOTE: To upload a document and link to it, refer to Upload Files



    How to Define Registration Fees and Dates for Early Bird, Regular / Late and Onsite?

    IMPORTANT NOTE: Date and Times are in US EASTERN Time
    1. Click Dashboard
    2. Click Attendee Module
    3. Click Settings button
    4. Click Registration Setup in the horizontal menu
    5. Select Registration Fields
    6. Click the Add New Field button
    7. Select the Radio button for Field Type
    8. Enter a Field Label e.g. Registration Fee
    9. Click the Financial Value radio button (i.e. so it is selected)
    10. Click the Add Field button
    11. Click Required field to Yes
    12. Click the Main Registration field to 'Yes'
    13. Click Value Count field to 'Yes'
    14. To apply a universal cutoff date across all registration categories
      • For Late Date, click the calendar icon and select the cutoff date and time
      • if applicable, for Onsite Date, click the calendar icon and select the cutoff date and time
      • Click Update Field
    15. Next define your Registration Categories (e.g. Full, One Day, Half Day) by clicking the Add option button and define each type option
    16. Enter an Early/Standard Rate Price
    17. If applicable, enter a Late Rate Price
    18. If applicable, enter an Onsite Rate Price
    19. Scroll down and Click the Update Option to apply the changes.
    20. Repeat steps 15 to 19 for each Registration Category type option




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