Registration Forms

Articles

How do I create a new registration form?
1. Click on Products & Forms . 2. On the Forms tab, click Create New Form .  3. Input the name and then click save . Internal Form Name:   this is the name that will be displayed for the form within the portal and...
How do I view and edit a shared form?
A higher level organisation, like a national or state body may have made their registration form available to your level (club). You have the ability to edit this form, to add your club's own questions, products and messaging. 1. Click on the ...
Can I create a new product within the registration form?
You are able to create a new product when setting up the registration form. 1. Edit the registration form. 2. On the Products tab, click Add  New Product . 3. Enter all the required information. Here you can specify who can see when t...
How do I add or remove an existing product to a registration form?
ADDING AN EXISTING PRODUCT 1. Click edit  next to the registration form name. 2. On the Products tab, click Add Existing Product to Form . 3. A list of existing products will display. Select the checkbox next to the product you want...
How do I create an add-on product?
Admins have the ability to create ''add-on products'' to add to their forms, both in membership and events. These product types are mainly used for merchandise type products, like shirts, shorts etc. Although these can be created as ...
Add product group and product purchase minimum to form
For member registrations and event registrations admins have the ability to add product groups to the form if they are going to have multiple products that will apply to one age group, gender, event etc. Admins also have the ability to set a minimum...
Can I create new and existing custom questions within form?
When setting up the registration form, you have the ability to add in new custom questions as well as add in existing questions. NOTE: this section saves automatically once a question/s is added to the form. ADD AN EXISTING QUESTION TO THE FO...
How do I add the profile image upload question to a registration form?
Members now have the ability to upload a profile image that will display on their member profile within the database.  This ''profile image'' upload field does not need to be added to the form by administrators - it is now is a...
How do I attach document upload questions to the form?
You can create document upload questions via one of two ways, in which you can then add these to the form via the Questions & Layout tab within the form set up. Steps on how to do this are below: 1. Questions were created via the Products &...
How do I make a product mandatory?
1. Go to Products & Forms . 2. On the Forms tab, click edit  next to the relevant form. 3. On the Products tab, either add an existing product or create a new product. 4. Click the drop down arrow next to the product name, and sele...
How do I make questions mandatory on the registration form?
1. Edit the registration form. 2. Select the Questions and Layout tab. 3. Click on the drop down arrow next to the question. 4. The question detail tab will expand, scroll down slightly and click Yes for the ''is this question m...
How do I make a registration form active?
1. Edit the registration form. 2. Select the Test & Publish tab. 3. Next to Publish, click the Active  button. NOTE: after clicking the active status, a registration form link will be created which you can send to members. 4...
How do I delete a question from the form?
NOTE: you can only delete questions you add. If questions are passed from a higher level, they cannot be deleted. 1. Edit the registration form. 2. Select the Questions & Layout tab. 3. Click on the drop down arrow next to the question ...
How do I get the registration form link?
The registration form URL is the website link that members can use to register to the club. NOTE: a registration form link will only appear when the form is set to active and is not expired. GET THE REGISTRATION FORM LINK FROM WITHIN THE FORM ...
How do I change the order of questions within a registration form?
1. Edit the registration form. 2. Select Questions and Layout . 3. Scroll down to the question you want to reorder. Click the dots to drag and drop the question in the order you want them. NOTE: As soon as you change the order of a question/s i...
How can I filter forms by status?
Over time you will accumulate many forms.  It may be easier to work with them if you only saw the Active ones, or maybe you are looking for a Draft form so you can complete it. Either way you can filter your form listing to make it easier for y...
How do I change how my registration form looks?
Your registration form will have default colours for different parts, however you can change the way the form looks by updating the Form Display Template. 1. Go to Products and Forms . 2. Select Form Display Template . You have the option to...
How do I make my form available to other organisations?
NOTE: club level admins do not have the ability to make the form available other organisations, due to them being the lowest level of the heirarchy. Admins have the ability to make their forms available to lower level organisations. They can do...
Successful Registration Email Message
Admins have the ability to input information relevant to the organisation for members to view after they have successfully registered; this is called a Registration Success Email . Once a member has registered successfully via the form, they will ...
Form welcome and confirmation messaging
Admins now have the ability to create messages to appear before a member registers and after a member registers. Form welcome messaging can be used to welcome the member to the form, provide information they need to know before registering or just ...
Full Membership Form Data Export to CSV
Admins have the ability to export all data collected via a registration form whether this is a Membership or Event form. From this export (into an excel/csv) you can determine which members/participants have completed that form, the questions they ...