The Goal: Select from previously created Individual custom fields and add them to your Event Registration form so you can collect additional information from registrants (for example, meal choices) or track internal details (for example, table numbers).
Before You Begin:
- You need access to the event whose registration form you want to edit, and permission to manage its setup.
- Determine whether you are reusing an existing individual custom field or need to create a brand-new one. If a new field is needed, create it first, then add it to the event.
- If you plan to reuse an individual-type field, confirm that "Enable Individual Custom Fields on Registration Form" is selected in your Event Settings AND the the field has been created.
Microlearning Overview
Step-by-Step Instructions
- Go to Events & Learning, Events section, click All Events, and open the event you want to edit.
- On the event, open the Attendee Setup tab, then click the plus icon in the Custom Fields section to open the Add Event Custom Field window.
- Individual Custom Fields must be created in advance; select the desired field from the Existing Custom Field list. Many of the options were preconfigured during the setup of the individual custom field and will be greyed out. If you are selecting a field with a drop-down or multi-choice option, you will not have the ability to change the choices. When using an individual custom field, the field on the contact's More Info tab will be updated when the contact completes the field.
- Configure the Properties for this custom field:
- Show on Event Registration: If you wish to include this on your registration form, enable this checkbox.
- Required for Registrants: Registrants must fill out this field. (This option may be greyed out depending on the setup of the individual custom field.)
- Required for Staff: Enable this option if staff are required to complete this field when registering someone from the back-office.
- Archived: Enable this option if you are no longer using this field. (This option may be greyed out depending on the setup of the individual custom field.)
- Enable the Advanced Options checkbox to configure:
- Applies to Registration Type: If this custom field is only applicable to one (or several but not all) registration types, you can select the specific types from this dropdown. Example: If you are having a golf tournament and are selling both golfer and observer tickets, and you need to know the golfers' handicaps, you would NOT need to know that from those purchasing observer tickets. You could select only the golfer-specific registration types; golfers would have that field on their registration, and observers would not.
- Click Done to save the custom field to your event registration.
Common Pitfalls
- Field not appearing on the form: Creating the custom field is not enough — you must tick Show on Event Registration under Properties for it to display to registrants.
- Reusing the wrong field type: When you select an existing drop-down or multi-choice field, you cannot change its choices. Confirm the existing field's options fit this event before reusing it.