Forms

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Forms allow people to enter information about themselves without having to register for an event. They save time with data entry while still getting necessary information and allow you to follow up with people faster. 

Check out the video to see how to create a form or follow the steps below.

 

If you're a Manager, click New Form from the Forms page.

Add a title and start dragging fields from the right to the form.

  1. Move a field by dragging it to the appropriate place; edit or delete it by clicking it and making appropriate changes.
  2. Any information a person adds to Profile Fields will update their profile. They will receive an email asking them to verify any new information. Once they've verified it, their profile will be updated.
    Custom Fields can also be updated by using the Custom Field on the form.
  3. If you want a person to be added to a workflow based on a certain response, add a Workflow Field and choose from your workflows.
    The workflow will only be an option if it has at least one step.
  4. Basic Fields allow you to customize the form to ask questions that won't be added to a person's profile. You'll have access to the answers from the Submissions tab.

All forms have the email address and name at the top and are saved automatically.

Conditional Fields

Some fields only need to be filled out if another field is answered. Those fields will be connected on the form.

connected fields

To connect those fields, click Add condition and choose which field to connect.

create conditional field

On the form, the condition will not show up until the connected field is answered.

how the new field works

Automations

Automations give you the power to automatically perform an action on people who fill out your form. Send them an email, add them to a team, event, or group, or even send them a mobile pass right when they submit their form.

From the Automations tab, click Create Automation or choose one of the suggested automations.

If the automation is to send an email, the email will be sent from the person who added the automation.

Settings

The Settings tab gives you information about who can access the form and how to embed the form.

  1. Only managers have access to all forms, but you can give a person permission to manage or view any form.
  2. You can work on the form but not allow others to fill it out by setting it to Inactive. When it's ready, set it to Active for others to fill it out.
  3. If you want a person to be notified about someone filling out the form, search for the person and add them to the Notification List.
  4. Embed the form by copying the public URL and following the embed directions.

If you just want to link the form somewhere, view the public form and copy the URL.

Public Form

If you select View Public Form on the Forms page, you'll be taken to the form itself. A person can also use a link to view the form.

On the form, fill the information, and once you enter your email address, the Continue button will turn blue.

The form cannot be completed without the email address, but other fields can be left blank.

public page

Click Shareable Code to access the QR code for this form. People can scan the QR code to be brought straight to this URL without having to type it.

Once the form is submitted, if any personal information has changed, the person will need to verify those changes in an automated email they'll receive.

Submissions

As people begin to fill out the form, you'll see the number on the Submissions tab grow. Select any submission to view their completed form.

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