The Order Form
The Order Form is the questionnaire registrants fill out when buying a ticket. After selecting which type of ticket they want to buy, getting their information is the next step.
As an event admin, you can customize your questions and choose whether to ask them only for the ticket buyer, holder, or specific ticket types. You can set this up in your admin console's Registration > Order Form tab.
Get Each Attendee's Information
The minimum requirement in your order form is to get the ticket buyer's first name, last name, and email address. To ensure you also get the ticket holder's information, you'll need to enable the toggle to Collect both Ticket Buyer and Ticket Holder Information.
After turning on that toggle, you will notice that the Ticket Holder tab will appear in that menu, where you can select which questions to ask the ticket holder.
Notes:
We highly recommend you turn on this option, especially if you're allowing ticket buyers to buy more than one ticket per transaction, to ensure that all attendees in that transaction can enter your event.
The buyer and ticket holder's order form questions are independent of each other. 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.
On top of the page are other options for getting attendee information:
Collect Ticket Buyer Information Only - If you turn on this toggle, the buyer will not be asked for the ticket holder's information. The assumption is that the ticket holder and the ticket holder are the same person.
Collect both Ticket Buyer and Ticket Holder Information - If you turn on this toggle, it will ask the buyer to enter the ticket holder's information after entering their information.
Allow Attendee To Edit Information - allows ticket buyers to edit their contact info and attendee information after the purchase. Click here to learn more about how attendees can edit their information.
Each Add-on - allows you to ask different sets of questions if they buy an add-on. Click here to learn more about Add-ons.
Each Ticket Holder Must Have a Unique Email Address - allows registrants to enter their email address only once when buying a ticket for the event - this means an attendee cannot have multiple tickets in the same event.
Create Questions
If the question you want is not in the selection, you can add a new question by clicking + Add a New Question. This will open a menu on the right side to customize your question.
Select Tickets - select which ticket types will be asked for this question.
Question Type - select whether the answer will be in the form of a text, number, date, or image or if they will choose the answer from a dropdown menu.
Question Prompt - enter your question here
Notes:
If you want to make changes to default or custom questions, just click the edit button to return to this menu.
The labels for these fields cannot be edited:
First Name
Last Name
Email
Cell Phone
Country
Billing Address
Shipping Address
Question Types
Different question types can help you gather information about your attendees.
Text - answers can be any character, up to 300 characters, including spaces.
Number - answers can only be numbers. If you intend to ask a question that includes letters and numbers, consider using text as the question type.
Date - lets the registrant select a date in a calendar.
Dropdown - they can select one answer to a drop-down question. You can add as many drop-down questions as you need.
Image - lets registrants upload JPG or PNG files that will appear in the downloadable reports in the Orders tab. The image will not appear as their profile picture.
Conditional - allows you to add sub-questions depending on the registrant's answer to your primary question. The sub-questions will only appear once the registrant chooses an answer. This is only available for the Scale, Professional, Enterprise, and White Label plans. Click here to learn more about Conditional Questions.
Multiple Choice - allows attendees to select multiple answers through a checkbox. This is only available for the Professional, Enterprise, and White Label plans.
Include and Require Questions
In the Ticket Buyer and Ticket Holder tabs, you'll see a selection of the most commonly asked questions in an order form. Enable the toggle under the Include column to add one of the questions to your order form. If you require your registrant to answer the question, enable the toggle under the Require column.
Include and Require Questions for Specific Ticket Types
As a default, when you include or require a question, it will include and require it for all existing types of tickets, but if your question is only for specific ticket types, you can unselect the ticket type from the edit menu.
Important Note: If you create a new ticket type after adjusting the order form requirements, that new ticket type might not be selected. Be sure to check your order form requirement again.
Hidden Form Fields
While in the edit menu, you'll find an option to hide a field. This feature allows you to add a hidden form field that registrants cannot see or modify when the order form is submitted. You can mark a field as hidden, and the information you input will be captured in the registrants' order. Simply check the box for "Make this field hidden."
Add an 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.
How the Attendee Profile Label appears in the People tab
Add a Checkout Disclaimer
The disclaimer pop-up will appear after answering all the questions before entering their credit card information.
To add a disclaimer, scroll to the bottom of the Order Form tab and enter your message. Then choose to require them to agree to the disclaimer. You can also give an option for them to disagree.
Frequently Asked Questions
How many questions can I add to a form?
You can add as many questions as you want, but we recommend asking them the essential questions. If there are too many questions, they might abandon the questionnaire because it's too long.
Is there a character limit on custom questions in the registration form?
Yes, a maximum of 250 characters.
Can I have the question appear for only one ticket type?
Yes, click the pencil icon to edit the question. On Select Tickets, unselect all the other ticket types so that only those who want to buy this ticket will see this question.
Can I have the disclaimer only for a specific ticket type?
No, the disclaimer will appear for all ticket types.
What information will appear in the attendee's profile in the virtual event hub?
First Name, Last Name, Job Title, and Organization will appear automatically in the virtual event profile.