How To: Build the Personal and Additional Information pages

How To: Build the Personal and Additional Information pages

Personal Information Page

  • Purpose: Allows Administrators to collect important personal and contact details from registrants.

  • Fields might include:

    • Name, position, organisation, contact details (email, phone, address), gender, date of birth, etc.

  • Functionality:

    • Field creation: Administrators can add, clone, edit, or delete fields.

    • Form elements: Can be free text, selection lists, dates, or sections for organising the form.

    • Mandatory vs. Optional: Some fields can be required, others can be optional.

    • Field settings: Include options for labels, character limits, and help text.

Additional Information Page

  • Purpose: Collects extra data for marketing or specific event purposes.

  • Fields might include:

    • Dietary preferences, areas of interest, industry segments, networking preferences, etc.

  • Functionality:

    • Similar to the Personal Information page in terms of adding, editing, and deleting fields.

    • Admins can include questions like “How did you hear about the event?” or ask for consent on data privacy.

    • Administrators can configure field types (text, selection, date) with mandatory or optional settings.

Building and Managing Forms

  • Creating Forms:

    • Use the “+ Add” button to create a new page or form element, and name the page.

    • Form elements can be customized based on type (e.g., free text, selection, date).

    • Sections can be organized with titles and descriptions to guide registrants.

  • Customisation:

    • Fields can be reordered, expanded, or reduced in width.

    • Administrators can create different versions of the forms for various attendee groups.

Registrant’s Personal Details Page

  • Self-service: Registrants can view and update their personal registration details directly, allowing them to maintain up-to-date information throughout the event lifecycle.

  • Impact: This enhances the user experience by giving attendees control over their data and reduces administrative effort for event organizers.

This structure seems well-designed for collecting essential and additional information while giving both admins and registrants flexibility.

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