# Forms

Access from homepage: Select your event > Form

The forms feature allows you to create and customise the registration form for your event.

# Design and set up a form

You may find it helpful to work through the steps in order:

  1. Add and edit questions
  2. Set up pages
  3. Set up forms

You can also create questions and pages while setting up a form.

# Set up forms

Access from homepage: Select your event > Form

The forms feature allows you to create and customise the registration form for your event.

# Create and edit forms

Access from homepage: Select your event > Form > Forms

An event can have multiple registration forms.

# Create a new form

  1. Select + Add to create a new empty form.
  2. Enter a name for the form.
  3. Select the Default registration type. To create a custom registration type, refer to Add and manage registration types.
  4. Select Save to create the form. The form editor opens in a new tab.

# Edit a form

Access from homepage: Select your event > Form > Forms

  1. Hover over the form you want to edit.
  2. Select Edit
    .
  3. Change the form settings. Refer to Create a new form for more information about the settings.
  4. Select Save.

# Clone a form

Access from homepage: Select your event > Form > Forms

  1. Hover over the form you want to copy.
  2. Select Clone
    .
  3. Enter a name for the new form.
  4. Select Save.

# Configure form settings

Access from homepage: Select your event > Form > Forms > + Add a new form or Edit

an existing form.

Your form settings control basic form behaviours, such as payment mode and registration type.

# Configure settings

  1. Select Form settings

    .

  2. Configure the following form settings:

    Setting Description
    Form name The name Visit uses to display the form in the Visit UI.
    Default registration type Refer to Create and edit forms for more information.
    Dedupe mode Select whether deduplication should be Off, on at Event level, or on at Organisation level. Event level checks the registrant email against other emails for this event. Organisation level checks the registrant email against emails at all events for the organisation.
    PSP mode Select Test or Live. Leave it as Test while previewing and testing the form. Once Live, Visit will process payments.
    Default country This country is pre-selected when the registrant is asked for their address.
    Link to document Link to any document you have uploaded. This is usually a voucher or badge. Once you have linked a document, you can use it in the confirmation email with the #link_document# field. The document is attached to the email.

    If you do not link a document, Visit attaches your default document. Refer to Add and configure documents for more information.
    Valid until By default, Visit makes forms available until the end date of the event. Use this field to create custom form expiry date.
    Maximum group registrants Set the maximum number of group registrations permitted for the form. Visit allows a maximum of 10. For more information on group registration, refer to Enable group registration.
    Enable registrant verification Select this option to manually verify all registrations.
    Maximum form registrations Enter the maximum number of registrations allowed via this form. If the maximum is reached the default message displayed to anyone who tries to register is: "Sorry, this form can no longer be used to register for #event_name#. Please contact "#event_email# for help."
  3. Select an Edit

    button to open a modal with more options:

    Setting Description
    Email settings Select emails to send when registration is confirmed, when payment is pending, and to send an invoice when payment completes.
    Refer to Create email templates for information on designing your emails.
    Optional: add email rules.
    1.Set a default email. The Set email button changes to the Add rule button.
    2.Select Add rule. The Email rule modal opens.
    3.Enter the rule types and conditions. There are two types of rule:
    -The rule applies when at least one condition is met.
    -The rule applies when all the conditions are met.
    4.Select an email template to use with this rule. Select None if you do not want to send an email when the rule conditions are met.
    5.Select Save.
    Links and translations By default, Visit enables all event translations. To disable a translation for the form, hover over it and select Disable translation .
    Edit stylesheet Add custom CSS to your form.
    Edit JavaScript Add custom scripts to your form. For example, add an analytics tracking snippet.

# Customise the form theme

Access from homepage: Select your event > Form > Forms > + Add a new form or Edit

an existing form.

The form theme controls the form's look and feel.

# Customise the theme

  1. Select Theme
    .
  2. Choose an existing theme from the Theme dropdown, or select Add new theme to create a new one.
  3. Optional: you can base your new theme on an existing theme. Select the existing theme in the Based on dropdown in the Add new theme modal. This will copy the settings of the existing theme into your new theme.
  4. Modify your theme colours and fonts using the colour pickers and font menus.

# Edit the welcome page

The welcome page is the first page registrants see when they open the form. You can configure the welcome message, and set custom text to display when the form is closed.

  1. Select the Welcome page in the form navigation:

Form navigation

  1. Select Current page settings .
  2. Select the text you want to edit: choose which view to edit using the Select text to edit dropdown, then click on the text in the form that you want to change.
  3. Enter your custom text. You can change styling using the menu, or select Add field on the menu to add a dynamic field.
  4. Optional: select another translation and edit the text for that translation. For more information on enabling translations, refer to Add and manage translations

# Add pages

Access from homepage: Select your event > Form > Forms > + Add a new form or Edit

an existing form.

A new form has a welcome page and a completion page. You can add more pages, such as a shop page. For information about pages provided by Visit, refer to Questions and pages. For details about shop pages and collecting addresses, refer to the videos.

# Add an existing page

  1. Select Page library

    .

  2. Browse pages by level. You can select to see all pages, or pages from the organisation or event level.

  3. Hover over a page and select Add to add it to the form.

  4. Optional: change the page order in the form:

    1. Hover over the page in the form navigation:

    Form navigation

    1. A small arrows appear.
    2. Select an arrow to move the page.

# Create a new page

  1. Select Page library
    .
  2. Select Add new page.
  3. Enter a page name.
  4. Select Save. The page appears in your form, ready for editing.

You can also create pages in the Pages interface. For more information, refer to Set up pages.

# Create and add questions

Access from homepage: Select your event > Form > Forms > + Add a new form or Edit

an existing form.

Questions allow you to collect additional information from registrants.

You can choose to make this information available to partners. Refer to Add visitor questions for more information.

You can create and edit questions by:

  • Creating questions using the Questions section of Visit. Refer to Add and edit questions for more information.
  • Creating questions within the form.

You can add questions by:

  • Adding a question display page. Refer to Add pages for more information.
  • Adding a question to an existing page.

# Add a question to an existing page

  1. Select the page from the form navigation:

Form navigation

  1. Select Question library.
  2. Browse questions by level. You can select to see all questions, or questions from the organisation or event level.
  3. Hover over a page and select Add to add it to the page.

# Create a new question within the form

  1. Select the page from the form navigation:

Form navigation

  1. Select Question library.

  2. Select Add new question.

TIP

You cannot add questions to system level pages.

  1. Provide the following question settings:

    Setting Description
    Name The name Visit uses to display the question, for example on the questions list and the event setup's Visitor questions tab.
    Text position Controls how Visit positions the question on registration forms.
    Type Controls the answer type. The options are:
    Open: Visit asks you to set the size of the text box. This changes how the text box appears on forms. Both choices allow 250 character answers.
    Dropdown, Radio or Checkbox: Visit asks you to define an answer list. Use Show question if this answer is selected to show further questions if the registrant selects this answer from the list.
    Mandatory question Select this to require the registrant to answer.
    Hints Add hints to your questions to indicate correct answer format.

    You can also create question in the Questions interface. For more information, refer to Add and edit questions

  2. Select Save.

# Enable group registration

Access from homepage: Select your event > Form > Forms > + Add a new form or Edit

an existing form.

Group registration allows users to add several registrants on one registration form.

  1. Add a page to collect registrant details, such as their name. Refer to Create and add questions for more information. You must complete the page setup before moving on to the next step.

  2. Enable group registration on the registrant details page:

    1. Select the page from the form navigation:

    Form navigation

    1. Select Current page settings .
    2. Select Enable group registrations.
  3. Set up any other pages, and select Enable group registration for every page where you need to collect details for multiple registrants.

# Set up rules

Access from homepage: Select your event > Form > Forms > + Add a new form or Edit

an existing form.

You can use rules to show or hide certain pages or text, depending on the registrant's details.

# Show or hide a page

  1. Select the page from the form navigation:

Form navigation

  1. Select Rules
    . Visit displays a list of existing rules.
  2. Click an existing rule once to enable it and set it to show the current page if the rule conditions are met. Click the rule again to set it to hide the current page if the rule conditions are met.

# Show or hide conditional text

  1. Enter the text.

  2. Select the text by highlighting it. An inline text formatting menu appears.

  3. Select Add condition.

  4. Select a rule to apply.

  5. Choose whether to hide or show the text.

  6. Select Apply.

# Create a new rule

  1. Select the page from the form navigation:

Form navigation

  1. Select Add new rule.
  2. Enter a name for the rule.
  3. Enter the rule types and conditions. There are two types of rule:
    • The rule applies when at least one condition is met.
    • The rule applies when all the conditions are met.

# Set answer count limits

Access from homepage: Select your event > Form > Forms > Answer count limits

Answer count limits allow you to control how many registrants can answer a multi-choice question. When the limit is reached, Visit disables the question for any future registrants.

This can be useful if you use multi-choice questions to allow registrants to choose items, such as a free magazine, or events, such as a meeting with limited space.

To set an answer count limit:

  1. Add the multi-choice question to your registration form. It will automatically appear on the Answer count limits page.
  2. On the Answer count limits page, select the question. Visit displays the multi-choice answer options.
  3. Hover over the answer you want to limit.
  4. Select Edit .
  5. Enter the total available.
  6. Select Save.