Adding Event Form Questions – Integrate Help Center

Relevant to: Event Lead Management

Add question fields to your Event form and define how lead data is collected. There are a variety of question types available, including contact fields (eg. full name, email and phone number) and custom fields (eg. checkboxes, multiple choice and dropdown lists).

Adding questions to an Event form

When building Event forms, consider your field team who will be using the form to input lead data.

Field teams are usually operating in busy environments. Consider what lead data is essential and what fields need to be set as required.
Very long forms (ie. those with many questions and/or requiring long detailed answers) can impact the experience of capturing leads on the showfloor.
Utilize functionality like logic and field types such as checkboxes or multiple-choice to speed up the process of inputting data.

1. In the Events dashboard, click Add a question to begin adding form questions.

2. Select the field type that you would like to add to the form.

Available question fields

Question type	Question	Description
Contact Fields	Full name	Input value is a full name.
	Email	Input value is an email address.
	Phone number	Input value is a phone number.
	Company	Input value is a company name.
	Job Title	Input value is a job title.
	Opt-in	A checkbox that indicates if a person has agreed to receive additional information. If the checkbox has been checked, a positive statement is indicated. Avoid phrasing questions in a way that requires a tick for a negative answer. For example: 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. For more information, see Features to help with data compliance.
	Business Card Scan	Input value is a photo of a business card. Business card scanning uses a mobile device camera to photograph a printed business card. When the lead is submitted, the photo is sent for transcription. For more information, see Scanning Business Cards in the Mobile App.
	Badge Scan	Input values vary and will populate fields that correspond to an event's registration service. Badge scanning uses a mobile device camera to scan a machine-readable code from an event badge. Badge scanning is not always available and needs to be set up before an event. For more information about the setup process, see Setting up for Event Badge Scanning. For more information about the experience of using badge scanning, see Scanning Event Badges in the Mobile App.
	Badge Scan (NFC)	Input values vary and will populate fields that correspond to an event's registration service. NFC badge scanning uses compatible mobile devices built-in technology to read a code from an event badge. Badge scanning is not always available and needs to be set up before an event. For more information about the setup process, see Setting up for Event Badge Scanning. For more information about the experience of using badge scanning, see Scanning Event Badges in the Mobile App.
Custom Fields	Text	Input value consists of alphanumeric characters. Select Long Text to add a larger text box.
	Number	Input value consists of numeric characters.
	Multiple choice	Input is one value selected from a list of multiple choice options.
	Drop-down list	Input is one or more value(s) selected from a list of options available in a drop-down list. Ideal for long lists.
	Checkboxes	Input is one or more value(s), or none, selected from a list of checkbox options.
	Date or Time Date Date and Time Month Time	Input value is a date and/or time format. You can set a date and/or time range to limit the input value.
	Rating/Stars	Input value is a number. This is useful to discover how a lead might rank their feeling(s) towards something. In More options, you can define the scale of 5 or 10 stars. In More options, you can add labels to the minimum and maximum values (eg. very unlikely and very likely).
	Link Collection	Input value is one or more value(s), or none, selected from a list of checkbox options. This is used to provide access to content files, such as PDFs or videos. This field should be added to a personalized follow-up email to send selected links to your leads. Read more in Using Link Collection fields in Event forms.
	Autocomplete	Input value consists of alphanumeric characters. The value will autocomplete when a value is input and matched a predetermined list. Ideal if you have a long list of values but don’t want to use a dropdown list. Helps to keep data consistent when sent to integrated systems and/or exported. In More options, you can define how many options can be selected. In More options, you can specify if answers must match those that have been predetermined or if new answers can be input.
	Website	Input value is a website.
	Take a photo	Input value is a photograph, taken by the mobile device camera. Read more in Enhance your records with notes and photos.
	Signature	Input value is an image. A signature mark is added to the form by a finger or stylus via the mobile app. The value is exported as a URL of the image. This is useful to capture consent and/or to acknowledge terms and conditions. Read more in Using the Signature field.
	Header	Adds a title or header to the form to split sections and/or provide additional information. A header does not have an input value.

Additional options and settings

Click on the question field to customize it in the question modal. Some options will vary depending on the question type.

The additional settings include:

Settings	Description
This question must be answered	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.
Example or default answer	Set an example answer to show the type of answer that is expected. Click the This is an example answer checkbox to designate an example. Leave the checkbox unchecked to set a default answer. This will provide the Adding a default answer might suggest to users that they can skip the question because an answer has already been added. Decide whether it is important for users to answer the question without influence.
Automatically Capitalise Off First letters of sentences First letters of all words All letters	Determine if input values should be capitalized and how. This is useful for fields like postcodes.
Spell Check	Select the checkbox Auto correct when typing to spell check the value input to the selected field. This is generally best left unchecked for fields where values and spelling will be varied, such as full name or product name.
Logic / Conditional Questions	Use logic to apply rules to your form based on the user's behaviour. It helps to shorten the form by hiding and showing relevant fields based on what is selected. See Using Logic in Event Forms for more information.
Messages & Errors	Customize messages to: Add an instructional tooltip to a field. Add a custom error message to be displayed if a field is incorrectly filled in. Add a custom success message to be displayed when a field with an incorrect value is corrected.

Only edit one form at a time in the Events dashboard to prevent confusion and any unwanted changes being saved.
To copy aspects of another form, use the duplicate feature to create an exact copy of an existing Event.

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.

Click the question field and drag it to the intended position.

The branding banner is always placed at the top of the form and the submit button is always placed at the end of the form.
The branding banner and submit button cannot be moved.

Be sure to click Save & Finish to ensure your changes are saved to the Event form.
This is important as failing to save will result in the changes being lost. It is also advised to regularly save to ensure your work is not lost if the session times out.

Frequently Asked Questions

For more help, get in touch with our Support Team or your Customer Success Manager.

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