About Collecting Information for Attendees Via the Checkout Form

For each ticket, you can collect personal contact information as well as answers to custom questions from your attendees. You can also collect these details once per order or for each ticket/attendee.

With regard to collecting personal information, we require that you collect at least first name, last name and email address. However, you can also add standard fields like title, company, phone and address.

With regard to creating custom questions, you can build your own custom tailored questions to collect specific answers from attendees (for example, meal choices, transportation/lodging preferences, t-shirt sizes, etc.) using long or short answer fields as well as multiple choice questions.

Finally, you can also allow attendees to submit files after they have completed their registration. This may apply for Events that require submission of materials or abstracts.

To Specify How You Want Registration Information Collected:

  1. Click on the "Registration Setup" tool button on the Event Dashboard - OR - use the Quick Launch tool to select the appropriate Event and the "Registration Setup" tool.
  2. Find the "Setup Categories" box and click on the "Tickets" link.
  3. Find the appropriate ticket and click "Open".
  4. Find the "Checkout Form Settings" box and click on the pencil icon.
  5. Under "Collect Attendee Information", select whether you want information collected "For Each Ticket" or "Once Per Order".
    • "For Each Ticket" means you want to collect unique information for each ticket ordered. If you need specific information for each attendee, use this option.
    • "Once Per Order" means you only want to ask for information once and it will be applied across all tickets.
  6. Click "Save".

To Allow Attendees To Upload Files After Registration:

  1. Click on the "Registration Setup" tool button on the Event Dashboard - OR - use the Quick Launch tool to select the appropriate Event and the "Registration Setup" tool.
  2. Find the "Setup Categories" box and click on the "Tickets" link.
  3. Find the appropriate ticket and click "Open".
  4. Find the "Checkout Form Settings" box and click on the pencil icon.
  5. Under "Allow File Uploads?", choose "yes" if you want attendees to be able to upload files. If not, select "no".
  6. Click "Save".

 

 

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