Topic:

I would like to create a Custom Field on my registration form.

Solution:

Custom fields are used to ask questions or present information to your registrants that are specific to your Event, your company, or your industry. For example, in addition to collecting standard information such as name, address, etc., you may also need to know if your registrants have any special dietary requirements, or what size T-shirt they need. If so, you can create a Custom Field to collect this information.

First, determine how you want to gather the information.

Do you want the attendee to:

• Answer a Yes/No question
• Check a box to indicate a Yes answer (such as, “Please check here if you plan to attend the optional golf outing.”)
• Select from a list of options (this would be great for selecting T-shirt size, or “Please select the breakout seminar you plan to attend.”)
• Type their response in a text field (such as “Please enter your spouse’s first name”) or numeric field (good for “Please enter your golf handicap”), or
• Some other option, such as selecting a date and/or time, upload a file, and so on.

To create a new Custom Field for your Event:

1. Edit your Event.
2. Click on the Registration Form Pages tab and then the Personal Information page. 
   • Note that you can also create custom fields in the Travel & Lodging page, which can be used to collect specific information about your attendees’ travel and/or lodging plans. 
3. Click the button titled Add Custom Field . The Define Custom Field window displays.
4. Make the following entries:

   Required Entries -

• Field Type - Select the type of field you want to use for this Custom Field . This is the method in which you are collecting information from or displaying information to your registrants. About the various field types...
• Name on Form - Enter the text that you would like your attendees to see on the registration form.
  • For Example:  “How did you hear about our conference?”
  • Click the Content Editor icon to the right of this field to add/edit your content in HTML format.
• Name on Reciept - Enter the text that your registrants will see on their registration record, invoice, or receipt after they have finished registering.
  • This should probably contain the same information as the Question/description field.
    • For Example:  “How you heard about our conference?”
  • Click the Content Editor icon  to the right of this field to add/edit your content in HTML format. 
• Name on reports - Enter the text that you would like to see when you run reports on your attendees and review their registration records.
  • For example:  “How heard"

Optional Entries -

• Maximum Number of Characters (field is visible and required only when Field Type is 1-Line Text or 1-Line Numeric Only) - Enter the maximum length of this field. 
  • For example: an entry of ‘5’ here and a field type of ‘1-Line Numeric Only’ will allow the registrant to enter any number from 1-99999. 
  • Maximum is 250 characters.
• Visible and Required Properties - If you are using Registrant Types for your Event, the types that have been set up will display here in grid format, with checkboxes for each type to indicate whether this type will see this field (Visible) and whether they will need to respond to this field (Required).
  • To make this field visible to all registrants, check the Visible box on the All Registrant Types line. If this field should be required for all registrants, check the Required box on this line as well. 
  • To make this field visible only to certain registrants, check the Visible box(es) for the appropriate Registrant Type(s). If this field should be required for those registrants, check the Required box(es) as well. 
  • If your Event (or other form) does not use Registrant Types, you will see just two checkboxes in this section, Visible and Required. Check the appropriate box(es) to display this field on the registration form (Visible), and to require that your registrants respond to this field (Required).

Additional Information:

Custom fields can be added in four locations in your registration form:

• On the Personal Information page - below the standard fields for personal contact information
• On the Lodging and Travel page - in the Lodging section, the Travel section, or below them in the Preferences section.

Click the image at the top of this page to watch a short training video on this topic.

Related Links:

• How do I ask a Yes/No question on my registration form?
• How do I create a multiple choice item?
• How do I ask registrants to include a bio or document with their registration?
• What is conditional logic and how do I use it my event?
• How do I create a sold out message for a Custom Field or Agenda Item?
• What are the different field types, and which one should I use?
• Why is the Field Type menu grayed out in my Agenda Item or Custom Field?
• How do I delete an item (Agenda Item / Fee or Custom Field ) from my registration form?
• What are registrant types, and how do I create a new one? 
  
  
• User's Guide - Event Builder - Define Custom Field
• User's Guide - Event Builder - Define Agenda Item / Fee
   

Keywords:  custom fields, define, create, custom, specific, add, registrant type, reg types, registration, visible, required, customize, build, questions, responses, respond, ask a question, custom field, custom fields, add a field, add a question, choice, choices, choose, field type, personal information