Custom registration form content

When you host events that require registration, you might need to collect information from registrants that isn't included on the standard Trumba® event registration form.

To create a custom form, you can:

• Develop your own custom questions.
• Include instructions for answering your custom questions.
• Divide your form into sections using headings.

In this partial registration form, the section heading is surrounded by a red line. Instructions are underlined in red.

After you create questions, instructions, and section headings, you can add them to custom registration forms.

Tips

• You create questions for registration forms the same way you create custom fields for event templates. Get an overview of the process for creating custom registration forms.
• The standard event registration form includes a Comments question that is not included by default when you create a custom form. If you want a Comments question on your custom form, you have to create a custom Comments registration question.

To create registration questions

1. In your Trumba editing environment, click Define registration forms.

   

2. In the Define Registration Forms page, click Add registration question.
3. In the Question Name section of the Add Registration Question page:
   • Type the question name.

     The name is essentially the question's label and is for your use. Names correspond to column headings that show up on the Event Registration tab where you track and manage registration responses.

   • Type the question itself.

     This is the question people registering for the event answer on the registration form.

   The following set of images shows how the question name and question are used. Red letters indicate three different question and question-name pairs.

   

4. For the Question Type section:
   • Select the question field type.

     Tip Custom registration questions are really just custom fields. Learn more about selecting field types and default values here.

   • Enter a default value (optional).
   • For Value required, specify whether the visitor must answer this question.
   • Define the minimum or maximum number of characters (for text strings) or numeric value (optional).
5. In the Security section, select the owning calendar for the question.

   The registration question you create becomes available from any calendar in your account. However, if you want other calendar editors in your organization to have access to it, select a calendar that you share with them.

6. Click OK, and on the Registration Forms page, do any of the following:
   • Add more questions.
   • Add or edit a custom registration form.
   • Return to your calendar.

To create instructions and section headings

1. In your Trumba editing environment, click Define registration forms.

   

2. In the Define Registration Forms page, click Add registration question.
3. In the Question Name section of the Add Registration Question page, type a name for the instruction or section heading.

   This name identifies the instruction or heading. It's for internal use only and won't be seen by the public.

4. In the Question section, type the text that people registering for events will see on your custom registration form.
5. For Question type, select:
   • Registration instruction if you're creating an instruction.
   • Registration section heading if you're creating a section heading.
6. In the Security section, select the owning calendar for the question.

   The instruction or section heading that you create becomes available from any calendar in your account. However, if you want other calendar editors in your organization to have access to it, select a calendar that you share with them.

7. Click OK, and on the Registration Forms page, do any of the following:
   • Add more questions, instructions, or section headings.
   • Add or edit a custom registration form.
   • Return to your calendar.