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 what questions you ask and choose whether to ask them only for the ticket buyer or ticket holder or for specific ticket types only.
In this article, you'll learn to do the following:
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 that you also get the ticket holder's information, you'll need to enable the option to collect each attendee's information.
Go to Registration
Select Order Form
Enable Collect both Ticket Buyer and Ticket Holder Information. You will notice that a Ticket Holder tab will appear in that menu.
Note: We highly recommend you turn on this option, especially if you're allowing ticket buyers to buy more than 1 ticket per transaction, to ensure that all attendees in that transaction can enter your event.
Add Custom Questions
In the Ticket Buyer and Ticket Holder tabs, you'll see a selection of the most commonly asked questions in an order form. To add one of the questions to your order form, enable the toggle under the Include column. If you want to require your registrant to answer the question, make sure you also enable the toggle under the Require column.
If the question you want to ask 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
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.
View from checkout page:
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.
View from the checkout page:
Multiple Choice - allows attendees to select multiple answers through a checkbox. This is only available for the Professional, Enterprise, and White Label plans.
View from the checkout page:
Other Order Form Options
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 ticket buyer to enter the ticket holder's information after they enter their own information.
Allow Attendee To Edit Information - allow 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.
Change the order of the questions - drag the icon before the question to change the order of the questions.
Edit a question - click the pencil icon to open the menu to change the question and select which ticket types should see this question.
Delete a question - click the gear icon to delete the question entirely from the choices.
The First Name, Last Name, and Email address fields will always be required and cannot be edited.
The Cell Phone field can be edited but cannot be deleted.
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 too if you want the setup to be the same.
Add an Attendee Profile Label
This feature allows you to include a custom field that appears in the attendee's profile and in the People tab of your virtual event hub, which allows everyone to have a quick glance at all attendees' roles in your event. Enabling this feature begins with creating a custom question in the Order Form, then adding that custom question in the Profile Custom Field tab.
How the Attendee Profile Label appears in the People tab inside your virtual event hub:
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 down to the bottom of the Order Form tab.
The disclaimer has a description box editor so you can customize and format the content however you like:
You can have the disclaimer to have approval before they can finalize the checkout by toggling "Require disclaimer" like so:
Frequently Asked Questions
How many questions can I add in 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.
How can I remove the password field in the order form? I don't want to require a password.
You cannot remove this option. If it's the participant's first time logging in to Accelevents or their first time buying a ticket, they will need to enter a password.
Can I change the labels of the existing questions? (e.g., change Organization to Company?
Yes, click the pencil icon to edit the question.
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.