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The registration form

Ingo Updated by Ingo

This module allows you to create a registration form for your event, which your guests can use to register directly on the website. This form contains all the web form fields that your guests should fill in on the registration page. MATE automatically suggests the most important form fields, such as the first and last name, the e-mail address and the question about the accompanying person, as well as the buttons for an acceptance or cancellation, as standard variants.

In addition, you can define general settings for the escorts of your main guests in this overview. You will find detailed information on this here.

General

You can obtain the following information here:

  • Field type (for example, is it a text field, a drop-down selection or a button).
  • Field information (the name of the form field, the attribute associated with it and whether it is a mandatory field or not)
  • Width (the size of the form field on the web page) 
Sorting the form fields

You can easily customise the sorting of the individual form fields by dragging and dropping. You can use the pencil icon to change (pencil icon) or delete (trash icon) form fields.

With the preview function, you can see how your form field looks on the web page at any time without having to save it beforehand.
Width of the form fields

You can change the width of each form element. If you set a full width, one form field at a time will take up an imaginary line on your website, i.e. several form fields will not be arranged next to each other.

If you choose a half width, 2 fields or buttons will be listed next to each other, if you choose a 1/3 width, there will be 3 fields and so on. In our example, we show the salutation in 2/3 size and set the buttons to half width so that they are displayed next to each other.

Stand-alone form module

This is an optional module. You can use this section to determine whether the registration form created in module 2 is to be displayed independently on the website or integrated in the header image set later.

To activate a stand-alone form, please set the following basic settings:

  • Activation of the module on the web page by placing a tick.
  • Defining the menu name in the menu bar
  • Heading
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Add more form fields

All form elements of the registration form are linked with attributes. The rule is that one link to an attribute is established for each form field. (Except for intermediate texts & buttons)

An overview of all existing form fields is displayed within the website generator under the step "Registration form".

Create a new form field

  1. Click on the button "Add form field".
  2. Assign the field to an existing attribute or create a new attribute. In our example we use the existing attribute "Company".
  3. Select the input field type. In our example "Text field", as it is a text query.
  4. Create heading and placeholder text (optional)

The input mode when creating a form field

The input mode of a form field determines to what extent the content of the field can later be changed by the guest within the registration form on the website.

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Three different options are available:

  • Field editable
  • Field locked (except when empty)
  • Field disabled / greyed out

The most frequently selected option is "Field editable", as this allows guests to enter information into the field or to change and adapt pre-entered information individually.

If the form field already contains pre-filled information and you do not want your guests to be able to change it, but only want it to appear for viewing in the registration form, select the option "Field locked (unless empty)". Then the guest cannot make individual changes to the form field unless the field is empty.

Example:

You send a personalised invitation to a specific company (Max Mustermann AG) and want to ensure that only an employee of this company attends the event. You can assign information to the form field "Company" in advance and lock the field so that the company "Max Mustermann AG" cannot be changed during registration. If a guest then registers for the event, he or she can see the "Company" field in the registration form, but cannot manually change the pre-filled information "Max Mustermann AG".

For queries which, for example, have a limited availability and the available capacity has already been reached, select the status "Field deactivated/greyed out". Thus, this option is no longer offered in the selection, but appears greyed out.

Use of pre-edited form fields

In the registration form you will find a selection of pre-edited form fields that can be integrated directly into your registration page.

The following queries can be selected:

  • E-mail field
  • Telephone number
  • Date
  • Time

Depending on the query type, the fields are technically pre-formatted. This means that certain characters must be inserted in the respective field before you can complete the registration via the accept button.

This minimises the risk of incorrect or incomplete data entry.

Example: Form field "E-mail field"

1. Select input field type

Precondition: Form field type = text and a suitable attribute (here e-mail) already exists or was added when creating the new form field.

2. Representation in the registration form

Due to the assignment of the input field type "E-Mai field", an @ sign must be entered in the field. If the @ sign is not set, the guest receives a message to complete the e-mail address when pressing the acceptance button.

Only when an @ sign has been entered can the registration be completed.

Move form fields

After completing all the information for the form field, you can create it using the "Create" button. It now appears in the overview of the web form fields of the registration form within the website generator. You can move the newly created form field to the desired position using drag & drop.

You can check your customised registration form via the "Show preview" button.

The checkbox

Checkboxes are queries that are given to the guest by default. Accordingly, they only need to be clicked on if the statement is true, or left blank if the answer is negative. A checkbox can therefore only contain the value 'yes' or 'no' (if the answer is positive, the box is 'checked'; if the answer is negative, the box is left open). 

The following steps for configuring a checkbox are requested when creating it:

  1. Should the checkbox be linked to an existing attribute or do you want to add a new attribute?
  2. Name
  3. Visibility in the iOS app

In our example, we add a new attribute "Transfer desired" to our checkbox.

The intermediate text

In our example, we want to insert an intermediate text to show a visual delimitation of the address fields.

When creating an intermediate text, the following information is requested:

  1. Text content
  2. Font size
  3. Width

Create a button yourself and link it to a website or document from an FTP server. Optionally, you can also assign an icon for this button/link.  

When creating a button/link, the following information is requested:

  1. Title
  2. Link URL
  3. Icon (optional)
  4. Width

The data protection declaration

As an additional form element, you can embed a privacy policy in your registration form.

When you create your privacy policy, the following information is requested:

  1. Text
  2. Link (if you want to link to a page or document)
  3. Width

In addition, you can specify whether the privacy policy should be displayed to guests already stored in the system. 

How did we do?

Registration settings

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