In Trumba® Connect, you can invite specific people to an event or allow site visitors to sign up to attend an event. In this article, we'll practice how to set up open registration for a published event, choose registration options, track responses, and create a new custom registration form.
Tip You can print this article from your browser, or to work on-screen, you can open two browser windows, one with this article and the other with the Trumba editing environment.
A few of the sample events generated by the Trumba Startup Wizard already include event registration, using a basic registration form. These events appear with a Sign up button.
You can review the basic form and registration steps by clicking Sign Up on one of the sample events, and then following the process.
For this article, however, we'll practice creating a new, custom registration form to ensure that the information you need (and none that you don't) is submitted with your events.
You can also set several other registration options, including maximum number of attendees, response deadlines, waiting lists, guest attendance, event organizers, event check in, and response notifications.
Set up open registration for an event
You can set up registration at the time you create a new event or for any existing event.
The Trumba editing environment opens to your new calendar, which shows as active (and selected with a check mark) under Current Publication on the left.
The Edit page appears, open by default to the Event Information tab.
On the Event Registration tab, notice the Organizers section. Event editors can add and remove organizers when they add or modify an event. If enabled, event organizers can also receive response notifications for event actions.
Note that you, as the Event Editor, appear as an Organizer automatically (but can be removed later). For more information, go to Set up check in for an event.
Test how the registration process works using the event you set up in the procedure above.
Register for the event
Now that you've set up open registration for an event, test how the registration process works.
For Number attending (including yourself), select 2, and then click OK.
Tip An email reminder can be set as well as a notification email in case the event changes. The event can also be added to an online calendar after registration.
For Number attending, leave 1 selected, and then close the event registration page.
You don't need to make any further changes to the hosted calendar at this point, so you can close the browser window if you want.
As people sign up for your event, you can track their responses using the same Event Registration tab where you originally set up the registration options for the event.
Track and manage registration responses
Registration responses appear in a table on the Event Registration tab for the event. From the table, you can manage the response list and export it for analysis in a spreadsheet or database program.
In the top right corner of the window, click Address Book to confirm that the email addresses were added.
Note If you selected the person on the wait list and clicked Invite from Wait List, you'll see the Pending Email list. This pending list gives you one more chance to confirm that you actually want to invite the wait listed respondent.
If you completed the earlier tasks in this article, you have a pretty good idea about how to set up event registration and manage responses.
In this section, you'll learn how you can customize event registration forms so you collect exactly the information you need. For example, you can require respondents to provide an id number or gather information about their past experience.
You can also add instructions to your registration form and divide it into sections so it's easier for registrants to navigate.
Customizing registration forms includes:
Tip In these procedures, we use the example of an organization offering a tour. You can always substitute your own situation if it makes more sense.
Create custom registration questions
When you create custom registration questions, you choose a field type for the question and, when it makes sense, provide a default value for the answer.
Tip Setting commonly used default values can save site visitors time when registering. For more information, go to Set default values and other requirements for fields.
This question name assumes you're creating a custom registration form for a tour. If you'd rather use a different question name, go ahead. The name will appear as a column heading in the table where you manage registration responses.
You can add context to your registration questions by including instructions on your registration form.
This name is for internal use only and won't be seen by site visitors.
This is the instructional text that people registering for the event will see.
Tip If your registration form contains a lot of information, you can divide it into sections using section headings. You add section headings to forms exactly the same way you add instructions except, in step 5 above, you select Registration section heading.
Create a new registration form and add your custom questions
Now that you've created some custom registration questions and instructions, it's time to create a form to contain them. Custom forms you create automatically contain all of the default registration fields, such as name, email address, and response, in addition to the custom fields you add.
If you don't see the Define Registration Forms form, under Other Tasks, click Define registration forms.
Apply custom registration forms to events
Now that you've created a custom registration form, you can add it to an event by opening the Event Registration tab where you initially set up the event registration options.
The table also contains a column called Actions. Click a link in the Actions column to edit, remove, or take other actions with a specific response.