You can start to build your form by adding questions. You can use common questions such as Full Name, Email and Gender without needing to make edits. Other field types like Checkboxes, Multiple Choice and Dropdown Lists will need to be completed with information relevant to your event.
1. Add a question to your form
To add a question field to your form, scroll to the bottom of the form and click on the ‘Add a question’ button.
Select the field type that you would like to add to the form.
2. Quick guide to question fields
Agree to emails: if you will be collecting the user’s email address in order to send them marketing emails, use this field to get their consent. They will need to check it to agree.
Autocomplete: if you have a long list of data but don’t want to use a dropdown list, you can use this field type. When a user starts to type in a word that matches to options from the list, the closest words will appear to select from. This helps to keep data consistent for your export. Note: this will restrict the answers to the options you have chosen.
Checkboxes: the user will see all of the checkbox options without needing to click on anything. They can then check zero or more options depending on how you set up the field.
Date or Time: choose a format for the date and time field that suits your question.
Drop-down list: the user will click on the field to view the list of options. This is best use for a long list. Users are able to pick one or more of the options depending on how you set up the field.
Header: use this field type if you need to add a title or header to the form to split sections or make sure a user reads some information before filling out the form.
Link Collection: if you have PDFs, videos or other files that you want to be able to send to your customers, you can do so via the Link Collection field. This will also require creating a trigger email to send to the customer. View more about Link Collection here.
Multiple choice: the user will see all of the multiple choice options without needing to click on anything. The user will be able to select one option from a list of options.
Number: use this field for an question that requires a numerical answer.
Rating: this star rating field is a useful field to find out a user’s feeling about something. You can choose between 5 or 10 stars. Click ‘More Options’ to enter a Minimum and Maximum label e.g. Very unlikely and Very likely
Signature: use this field to capture a signature via the user's finger or stylus on your device. This is useful to capture consent, acknowledgement of your terms & conditions, etc. View more about the Signature field here.
Scan a Barcode: use this field and your device's camera to scan a machine-readable code on the user's event badge, greatly speeding up the data collection process. View more about Badge Scanning here.
Scan Business Card: use this field and your device's camera to scan a printed business card, greatly speeding up the data collection process. View more about Business Card scanning here.
Text: use this field for a question that requires a text answer. You can use make the box larger by selecting ‘Long Text’.
3. Reordering question fields
Each field that you add is placed directly below the previous field. You can reorder the positioning of your questions within the form to create a better flow for your users.
To do this, just click and hold on the question field, then drag it up or down the form. The field will snap into its new position.
Please Note: the logo at the top of the form and the register button at the bottom of the form cannot be moved.
4. Best practice for creating your forms
To avoid any confusion or unwanted changes we recommend only editing one form at a time in the dashboard. If you need to copy aspects of another form you can use the duplicate feature, which creates an exact copy of any existing event.
Take a look at our tips on how to create forms to collect quality data at your events.
- People filling out forms on devices can be compelled to answer ‘required’ questions
- Long forms with too many questions or long text to enter will put off users
- When using the ‘Agree to Emails’ field, remember that a tick is a positive statement, so avoid phrasing questions in a way that requires a tick for a negative answer.
Incorrect: ☑ I am not happy for you to send me marketing material
Incorrect: ☐ Do not check this box if you want to receive marketing material
Correct: ☑ I am happy for you to send me marketing material
5. Additional Options
Setting a default value for a field might suggest to users that they can skip that question because a value is already selected. Decide whether it is important for users to answer the question without influence.
Only make a question a required field if it is essential that it be completed. You may end up with frustrated users and collecting inaccurate data.
You have the option to make any data entered by a user within a field capitalised. The best scenario for using this would be with postcodes.
Messages & Errors
You are able to use the Messages & Errors section of any field to offer instructions to the user when completing the field, as well as custom messages for when a field is incorrectly filled in.
When you are done adding questions to your form, click Save & Finish at the bottom of the page. It is very important to press this button, as if you skip this step, then any changes made to the event itself (on the previous page) or changes made to your form will not properly save. We also recommend you regularly save to ensure your work is not lost due to the session timing out.