Forms

What is a form? A form is one of the most vital parts of your event in Visit. This is what the registrant actually sees when they want to register for an event. A form brings together many of the elements that you have defined for your event. In the form you decide, amongst other things, which pages should be displayed, what Look & Feel should be applied, and which email templates should be sent. You can even set conditions in a form to influence which pages registrants see.

All forms are stored at event level. If you clone an event, the forms will also be cloned. There are no default forms. You will always have to create one in the very first instance.

Setting up a form comprises various parts. However, once you have defined a few standard forms, they will be copied across when you clone an event.

The workflow for setting up a form usually looks like this:

• Edit Welcome page: Customise the default start page.
• Add other pages: Add other pages to the flow. These can be System, Organisation or Event level pages
• Add branching: Branching allows you to define different flows depending on conditions or answers to Questions
• Edit Complete page: Customise the default end page
• Edit general settings: Define which look & feel and voucher should be used. Set default country. Specify if registrants need to have their request to attend approved. Turn on payment service. Add page footer.
• Edit email settings: Select the transactional emails that will be sent.
• Add social media: Add the social media platforms that should be available for the event.
• Add scripts: Add custom HTML or JavaScript. Typically used for site metrics scripts such as Google Analytics.
• Preview: Preview the registration process in test mode.
• Links: View the actual links the registrants will see.

The first step is to add a form. See Add a form to an event.