Forms allow people to enter information about themselves without registering for an event. Use forms to get the necessary information while saving time on data entry and follow-up.
Click New Form on the Forms page.
Add a title and drag fields from the right to the form.
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Add a field to the form by dragging it to the appropriate place; edit or delete a field by clicking it and making appropriate changes.
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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 be updated by using the Custom Field on the form. Only one file of up to 10 MB will be allowed, and it will replace any existing file in that field for that person.
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If you want a person to be added to a workflow based on a certain response, add a Workflow Field and link the answers in that field to a workflow.
The workflow will only be an option if it has at least one step.
Tip
Workflow cards created from a form's workflow field will have a link to the related form submission. Workflow cards created by an automation will not have a link to the form submission.
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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. Files will be visible on the submission for 180 days.
All forms have the email address and name at the top.
Click the field to make any updates to it.
Some fields only need to be completed if another field is answered. Those fields will be connected on the form.
To connect those fields, click Add condition and choose which field to connect.
On the form, the condition will not show up until the connected field is answered.
Automations give you the power to automatically perform an action on people who fill out your form. Email them, add them to a team, event, or group, or even send them a mobile pass right when they submit their form.
As people begin to fill out the form, you'll see the number on the Submissions tab grow. Click any submission to view their completed form, or type a person's name to search for their form.
Tip
If form submissions are creating duplicates, check out our tips on preventing duplicates.
You can download a CSV of all form submissions, or you can click an individual submission to download or print a PDF of that one submission.
You cannot edit a submission once it's been submitted.
You can archive or delete a form by clicking the Delete form button in the Settings tab.
Archived forms will always be available for you to unarchive under the Archived view. A deleted form can be found under Recently deleted forms and will be available to recover for one week before it is permanently deleted.