The Goal: Configure which fields are displayed or required on an event’s registration form, and add custom fields, so registrants provide exactly the information your association needs.
Before You Begin:
- You need staff permission to edit events.
- By default, the registration form requires name and email address (organization is included on the form but is not required).
- The event you want to configure should already exist. The Allow Registration Without Session Selection option only appears if you subscribe to the Event Expo module and the event has sessions.
Microlearning Overview
Step-by-Step Instructions
You configure the fields you wish to require on the registration form, and add custom fields, in the Registration Form Settings section of the event’s Attendee Setup tab.
- Go to Events & Learning, Events section, click All Events, then open the event you want to configure.
- On the event, click the Attendee Setup tab.
Click the
icon in the Registration Form Settings section.
Configure the following as desired:
- Display Address: This will display the address field but not require it.
- Require Address: This will require the address field be completed by the registrant. NOTE: “Display Address” must be enabled as well, else the field will not display and will cause the registration to fail.
- Display Phone Number: This will display the phone number field but not require it.
- Require Phone Number: This will require the phone number field be completed by the registrant. NOTE: “Display Phone Number” must be enabled as well, else the field will not display and will cause the registration to fail.
- Require Additional Attendees Email: This will require that all additional attendees (of a table/team registration type) must have an email address entered.
- Display Common Name: This will display the Common Name field.
- Require Company: This will require the attendee to enter their company name if it is not in their contact profile (or a profile does not exist for the contact).
- Require Title: This will require the attendee to enter their job title.
- Allow Registration Without Session Selection: This option will not display if you do not subscribe to the Event Expo module or the Event does not have Sessions. If your event does have sessions, enabling this option will allow contacts to register without making a session selection.
- Additional Attendees Term: By default the system will name any additional unknown attendees (of a table/team registration type) “Reserved Attendee (#)”. If you wish to change the terminology for the event, enter your desired Additional Attendee term.
- Click Done.
Common Pitfalls
- Requiring a field without displaying it: If you enable “Require Address” or “Require Phone Number” without also enabling the matching “Display” option, the field will not appear on the form and the registration will fail. Always enable the Display option alongside the Require option.