Add Custom Fields into the Registration Form for your Event

Learn how to add custom fields to your registration form for your event so you can collect information unique to your event.

If you wish to add more questions to your event than what is default, then you can do so by adding “Custom Fields”. Custom fields can be applied in a number of ways. They can be assigned to the registration page, or a particular ticket, or only asked when an attendee selects a particular session. They can also be assigned to exhibitors, subscribers, and flights. Custom fields provide flexibility to collect extra information where you need it.

Making sure custom fields are turned on for your event

1. Navigate to Event Setup > Event Settings > 'General' Tab
2. Scroll down to 'Record Extra Information'- Change to Yes
3. Include Registrant not attending: This field will determine whether a person registering on behalf of someone else who is just the contact, but not attending will be asked custom questions, or whether they will just have to put in their standard contact details.

To add custom fields to your event:

1. Navigate to Event Setup > Custom Fields
2. Click 'Add Custom Field'
3. Complete the following 
   • Name: This is the question the delegate will see when completing the registration form
   • Type: Choose the the “Type” of field for your question. 
     • Small Text: This will provide a small text box 
     • Large Text: This will provide a large text box. This is recommended if you think the delegate will need to provide a lengthy answer. 
     • Single Select: Produces a drop down menu with the option to select 1 answer. When you choose Single Select, you add options to the drop down menu by typing them into the field, and clicking Add Another. Add as many as you need.
     • Multiple-Select: Produces a drop down menu with the option to select multiple answers. When you choose Multi-Select, you add options to the drop down menu by typing them into the field, and clicking Add Another. Add as many as you need.
       Note: When adding in single select and multiple select fields, if you need to re-order them, you can drag them up and down via the drag selector (the symbol of 8 small squares to the left of the text box).
     • Dates: This will provide a calendar pop up for the delegate to select a date. This can be used for dates like birthdays. 
     • File: This will provide a file upload option. Tick the boxes of the file types you will allow.
     • Static Text: A static text field is an informative text field that requires no input from the attendee. It is designed purely for providing extra information within one of the necessary sections of your registration. This is sometimes used to add a heading on your form. 
   • Is Visible To Attendee: This will hide the field from your registration form. This setting can be used if you no longer want the field to show to your delegates. If you simply delete the field, you delete all the data people have already filled in. Alternatively, this can be used if you wish to have an admin only field that you use on the back end but the delegates don’t see.
   • Is required: If the field cannot be skipped set is required to yes. This way the page will not continue until it has been filled in.
   • Assign to: This is where you decide where the custom field will appear during the registration process
     • Everyone: This will appear to both ticket holders and contacts not attending (providing you have the setting turned on for non attending contacts)
     • Tickets: If you wish to only ask the custom field on a particular ticket, or if you wish to only ask ticket holders this question and exclude contacts not attending you can tick all tickets.
     • Sessions: If you wish the question only to be asked if someone nominates to attend an optional session
     • Exhibitors: If you wish to apply the question to an exhibitor booth registration instead of a delegate registration, the question will appear during the exhibitor registration process
     • Subscribers: If you have a mail subscribe page on your event, then you can add custom fields to it.
       Note: A custom field can only apply to either a subscribe page, or the registration. It cannot be both. If you wish to ask the question on both you need to set up the field twice
     • Flights: If you need to collect extra data on certain flights, you can add a custom field to a flight where it will appear on the flights page when they tick that flight.
   • Apply to guests: Guests are extra people within a single registration. So if a group of 5 have registered, the extra 4 people are guests and if you turn this to no, those extra 4 people will not get asked this question. It also means if you have someone registering on behalf of another that's not attending, the person that is attending becomes the guest, so it is recommended this is always set to yes.
   • Show If: This field allows you to setup skip logic on your custom fields. Skip logic is when a customer  selects a certain answer, then the system will direct them to another question or allow them to skip. Skip logic is triggered off a Single Select  or Multiple Select question type. This will need to be built first for this to work. Simply select the question from the drop down and select which answer should dictate if the question is shown. 
4. Click 'Save'
5. Once all custom fields are loaded,  if you need to re-order them, you can drag them up and down via the drag selector (the symbol of 8 small squares to the left of the text box). Remember to click 'Save Sort Order' once you are finished.