Online Registration Forms
Tip: Don't see Online Registration Forms? No need to worry. If all goes well based on feedback and usage, expect its wider release in a future update.
Online registration forms are essential for letting people register for your organization's one time events. These forms are how your constituents will sign themselves and others up for an event, enter their contact information, choose to make an additional donation, and pay their registration fees (for paid events). From an event record, under Online registration forms, you can add a new form, edit an existing form, or review stats of the effectiveness of your existing forms.
Before adding a new form, decide what kind of registrations you'll allow through the form.
Is it free to register for this event? Registration forms for free events require you to create at least one fee of $0 on the event. For more information, see Online Registration Forms for Free Events
Will the registrants need to pay a fee to register for the event? Registration forms for paid events require you to set a fund on the event prior to creating the form. This will make your form ready to accept payments. For more information, see Online Registration Forms for Paid Events
Once your fees and funds are ready, select Add form to start creating your form.
Tip: Ensure that you have an email type, address type, and phone type configured in database view in Tables from Configuration. At this time, online registration forms only support phone types with a Phone number format of <none>.
The combined total of all registration fees and additional gifts processed through this online registration form.
Tip: Free events will always show $0 Raised.
The total number of registrants, including hosts and their guests, currently registered for the event through this online registration form.
Note: If someone registers themselves multiple times through this form, each subsequent registration is added as a guest of their original registration. They're included in the form's total number of registrants but are only counted as one participant on the event's record. For more information, see Guests.
You may need to make changes to a registration form, such as adding more registration details or modifying the styling. From the event record under Online registration forms, select Edit from the form’s menu to open the form designer on the existing form. For more information, see Online Registration Form Designer.
You can copy a registration form’s URL and paste the link into a browser or email. The form opens in a standalone page to help you easily share it, such as during testing. From the event record, under Online registration forms, select Share URL from the form’s menu .
Note: You can also copy the URL under Publish when you add or edit a form.
You can copy an existing form on the event record to create a new form with all the color, styling, and registration details that you selected previously. From the event record under Online registration forms, select Copy from the form’s menu.
Before you embed your form on your website, you can preview it in your browser to check the styling and see how it looks to your registrants. From the event record under Online registration forms, select Preview from the form’s menu.
Note: You can't submit registrations or accept payments on a form in preview mode.
If you no longer want to accept online registrations through a form, or you want to remove it from your list of forms — such as if you inadvertently copied an existing form, you can delete it. From the event record under Online registration forms, select Delete from the form’s menu.
Note: You can't delete a registration form that contains any processed transactions, including either registration payments or additional donations.