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April 21, 2017
NEW: Streamline Data Collection with Inline Form Fields
We’re pleased to announce a new way to collect registrant information that can streamline the registration, reservations and membership processes for your constituents. You can now display custom form fields on the main registration page instead of requiring registration owners to complete registrant forms in another step of the process.
Example: Collecting T-Shirt Orders on the Registration Page
In this example, we’re going to present the option to buy each registrant an event T-shirt. If the customer selects Yes, conditional logic will display a menu that allows the customer to select the T-shirt size for that registrant and add the T-shirt cost to the total amount due. In this image, the customer is asked to indicate whether they want an event T-shirt.
In this image, the customer indicated that they wanted to purchase a T-shirt for the registrant. As soon as they click Yes, conditional logic displays the menu to select the T-shirt size for the registrant.
In this image, the customer selected the T-shirt size. The cost of the shirt will be added to the total amount due.
When to Use this Feature
To determine if this feature is right for your event, facility or membership, ask these questions when you’re planning the event registration:
- Can I get this information through registrant attributes instead? If you’re collecting standard contact and demographic information like address, marital status, second phone number, etc., that are available as registrant attributes, that’s the right way to do it. Information entered in registrant attributes is saved to each registrant’s profile and will be automatically filled in for future registrations if the registration owner uses the “Add Someone I’ve Signed Up Before” feature.
- Is this a lengthy and/or complicated form? The inline form fields feature should be used when you only need to collect a small amount of additional information—if dozens of form fields are displayed for each registrant, it’s easy for visitors to get confused and frustrated by filling out so much information before they’ve even entered the other registrant’s names.
How to Use This Feature
To include form fields on the registrant information page, follow these general steps:
- Create the form that you want to use. The form should be simple and relatively brief.
- On the main management page for the event, program, facility or membership, click Assign Forms. The Assign Forms page is displayed.
- In the Form menu, select the form you want to assign and click Assign. The form will be displayed in the list of assigned forms.
- In the list of forms, follow these steps:
- If the form is required, select Required.
- Select Each Registrant.
- If the form should be displayed only for a specific registrant type, select the registrant type. Select All to display the form for all registrant types.
- Select Display as Registrant Attributes.
- At the bottom of the page, click Done.
As always, it’s important that you test every aspect of your event configuration including ensuring that the inline forms are displayed correctly. And, please remember that Doubleknot offers a free review of your event configuration to ensure that it meets your needs (this service requires at least three days of advance notice.) If you have any questions about this feature, let us know at doubleknot@doubleknot.com.
Informational Webinar: Simplifying Group Visits & Field Trips
If your organization is interested in using Doubleknot to manage registration for field trips and group visits, you're invited to attend an informational webinar on Tuesday, April 25 at 2 PM ET/11 AM PT that will discuss strategies and best practices for simplifying administration. This webinar is designed for organizations that aren't already using Doubleknot for this purpose; if you use this feature and have questions, please contact support.
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