Important Features to Consider
When building your order form, we highly recommend to turn on the feature that allows attendees to register only once with a unique email address as having a unique email address is required to access the event. The email address is the attendee's identifier. If attendees are sharing an email address, they will have issues as they are sharing a profile. They may have incorrect names when they check in and claim their badge and when they log in to the app.
If you're printing badges, enable "Collect Both Ticket Buyer and Ticket Holder Information" and activate the holder fields you want to show in the badge. If it's not active in holder, and active only in buyer, the field will not show when you're designing your badge. If you don't want to collect both buyer and holder info, that's ok, you can turn off the toggle, but the fields in holder must remain active.
The Order Form
The Order Form is the questionnaire filled out when registering for the event. After selecting which tickets they want to buy, getting their information is the next step. You can customize the questions and choose who will answer these questions. You can set this up in your admin console's Registration > Order Form tab.
Collect Both Ticket Buyer and Ticket Holder Information
By default, you will collect information from both the ticket buyer and each ticket holder, meaning details are gathered from the purchaser and all attendees. So in the registration process there will be steps to collect the buyer information and holder information.
The ticket buyer and holder's order form questions are independent. So if you change the arrangement order and other requirements for the ticket holder, it will not change for the ticket buyer; you will need to change it for the ticket buyer as well if you want the setup to be the same.
If your buyer and attendee is the same person (1 ticket purchase allowed per order), you can disable the feature to collect both information in the Settings button in the Order Form menu, the step to collect the holder information will be removed from the registration process so they need to enter the information only once. In this scenario, the purchaser of the ticket will also be the attendee.
Note: We highly recommend you turn on this toggle if you're allowing ticket buyers to buy more than one ticket per transaction, to ensure that all attendees in that transaction have the correct information and can enter your event.
Attendee Information Settings
The Settings menu includes additional options for collecting attendee information, allowing you to customize what details you gather during registration.
Collect both Ticket Buyer and Ticket Holder Information | If you turn on this toggle, it will ask the buyer to enter the ticket holders' information after entering their information.
If you turn it off, only the buyer’s information is collected, assuming the buyer and ticket holder are the same person. It's only recommended to turn it off if you're restricting registrants to buy 1 ticket per order. |
Allow Attendee To Edit Information | This allows ticket buyers and attendees to edit their contact info after the purchase. Turning this on will also allow them to transfer their tickets to other attendees.
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Require Add-on Information | When enabled, an Add On menu will appear under the Order Form tab. This will allow you to add questions that will be answered if they included an add-on in their order.
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Each Ticket Holder Must Have a Unique Email Address | This means an attendee cannot have multiple tickets under the same email address for the same event.
This restricts registrants to enter the same email address in ticket holder email field multiple times when buying tickets for the event.
We recommend turning this on to avoid duplicate registrations.
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Active & Edit Options
Enabling the toggle in the Active column includes the question in the order form. The Edit icon opens up a menu that allows you to customize the details of each question and other settings, such as hiding the question and making them required for some ticket types. You'll notice that some cannot be turned off or edited as those are required during registration and cannot be changed.
Create Questions
If the question you want is not in the selection, you can add a new question by clicking + Add Question.
This will open the same right-side menu when the edit icon is clicked. This will have 2 sub-menus: Details and Settings.
Order Form Field Settings
Field Type
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Select whether the answer will be in the form of a text, number, or date, upload an image, select answers from the given multiple choices, select one answer from a dropdown, or select from the given answers that asked them another question based on their selected answer.
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Label | This is the question that would appear in the order form. This field can have up to 250 characters.
The labels for these fields cannot be edited:
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Make this field hidden | Check this box if the question will only be used internally and should not appear on the order form.
If the field type is text, number, or date, the default value you add will appear in the order information after registration.
The default value will not appear for other field types.
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Visibility
| There is a checkbox that can be selected to hide the question during registration.
Use this feature if you want attendees to skip this question (for faster registration). You can send them an email later to complete the details.
Below, you can select which ticket types can or cannot see the question.
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Field hidden for:
| This will appear if you selected the checkbox above. Select which ticket types cannot see the question during registration.
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Fields required for:
| By default, registrants will be required to answer all the questions regardless of what ticket they're trying to purchase.
In this setting, you can unselect a ticket type, if you don't want the question to show in the order form if the registrant selects that ticket type during registration.
Notes: Unselecting the ticket type automatically hides the question from that ticket type. If you want that question to show for that ticket type, you must select it in the Field optional for: setting
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Field optional for: | In this setting, the question will show on the order form for the selected ticket types, but registrants can skip answering it and leave it blank.
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Notes:
If you create a new ticket type after adjusting the order form settings, that new ticket type might not be selected. Be sure to check your order form settings again.
If a ticket type is not required and not optional, the question will be hidden in the order form when the registrants try to buy that ticket type.
If a ticket type is selected in one of the required or optional setting, the ticket type cannot be selected in the other setting.
In the example below, the form field for "Organization" is required for General Admission, therefore in the settings, it can no longer be selected as an optional field. The VIP Pass ticket type is not selected in any of the settings, therefore the Organization question does not appear in the order form when the registrant is filling out the details of the VIP Pass Ticket holder.
Field Types
Text | The answers can be any character, up to 300 characters, including spaces. |
Number | The answers can only be numbers. When a letter or character is typed into the answer field, it will not populate the entered character, it will only populate if a number is entered.
If you intend to get an answer that includes letters and numbers, use a Text field. |
Date |
The answer can be selected from a calendar or typed in using the correct format. They will get an error notification if the incorrect format is entered. |
Dropdown |
An answer can be selected from the dropdown. You can rearrange the answer options, add as many dropdown selections as needed, and upload the options through a CSV.
The Limited Capacity Per Option feature allows you to set a limit on how many times the answer in the dropdown can be chosen. The answer will be grayed out from the dropdown when the capacity is reached.
This is particularly useful for items with limited availability, such as specific t-shirt sizes, limited menu items, or limited meeting time slots. Just note that the capacity is not tied to any other data or items in the event. It simply allows you to add a limit and see the data in analytics.
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Image |
This field type lets registrants take a picture from their device's camera and upload that image or select a JPG, PNG, or GIF file up to 20 MB of any dimension that will appear in the downloadable reports as a link to the file.
The file can also be downloaded from the Attendee Analytics tab.
Note: The image will not appear as their profile picture. |
Multiple Choice |
Multiple answers can be selected from the dropdown. You can rearrange the answer options, add as many selections as needed, and upload the options through a CSV.
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Conditional | This field allows you to add a sub-question that will appear depending on the selected answer to the primary question. The subquestion can be answered with text or select an answer from a dropdown.
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Add On Questions
This feature allows you to add questions to your order form and will appear if during registration they selected a specific add on.
Note: The questions added here are not specific to the add on owner(s), it will be general questions pertaining to the add on purchase(s). So when you check the add on field in the order, the answer will appear on all add ons in the order.
Attendee Profile Label
This feature allows you to ask attendees for specific information when they register and have it appear in their people tab profile as a label. This is usually used to identify their roles in the event (e.g., attendee, speaker, exhibitor, etc.), but it can also be used for other purposes.
Checkout Disclaimer
The disclaimer pop-up will appear after answering all the questions before entering their credit card information. The disclaimer will appear for all registrations, there is no option to exclude someone.
To add a disclaimer, go to the Settings menu at the top of the Order Form menu. Enter your message in the text field, then choose whether attendees must agree to the disclaimer or can optionally disagree.
Enable / Disable the Exit Intent Pop-Up
The Exit Intent Pop-Up is a window that appears when a user is about to leave the ticket checkout page without finishing the transaction. Its purpose is to grab your attention before you leave the site. In Accelevents, the pop-up intends for the user to finish the registration.
This feature is turned on by default, but if you don't need it for your event, you can turn off the toggle.