The Goal: Create 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.
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Decide whether you are reusing an existing event custom field or creating a brand-new one.
NOTE: If using Registration Version 2 of the events module, custom fields may be added to specific registration types.
- If you plan to reuse an individual-type field, confirm that "Enable Individual Custom Fields on Registration Form" is selected in your Event Settings.
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.
- If you have previously created a custom field for events, select it from the Use Existing Field list and click Done. If you are selecting a drop-down list or multi-choice option, you will not have the ability to change the choices. NOTE: If you have "Enable Individual Custom Fields on Registration Form" selected in your Event Settings, you can also select from the Individual-type custom fields you have previously set up for your contacts. When selecting an individual custom field, the field on the contact's More Info tab will be updated.
See Add Individual Custom Fields to your Event Registration Page for more information. - If you are creating a brand-new event registration custom field, complete the following:
- Enter a Name for the custom field. This is used internally in the database.
- Enter a Display Name. This is the name that will be displayed on the registration form.
- Give the field a description. (Optional)
- Select the Custom Field Data Type. This is the type of response that you expect for this custom field. For example, if you want to know whether the attendee has any dietary restrictions, you can select the Yes No data type.
- Group/Section: N/A for Event Registration custom fields.
- The Characters Allowed option lets you define the number of characters that may be entered when a Text or Multi line text data type is selected. This must be populated.
- Configure the Properties for this custom field:
- Show on Event Registration: If you wish to include this on your registration form, tick this check-box.
- Required for Registrants: Enable this option if registrants must fill out this 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.
- Enable the Advanced Options checkbox to configure:
- External Data Source API URL/Key Field Name: (TBD)
- 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 new custom field.
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.