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Registration Form Set-Up

This section allows you to customize the fields in your registration form. A “field set” is a collection of registration fields. You can use a pre-existing field set (selected from the “Initialize” menu) or create a new field set that is unique to the event.
 

Important Notes

  • You cannot modify the registration form fields after people have registered for your event. If you need to make a modification at that point, you must first export your registrants into a spreadsheet, clear your registrants, close registration, make the change, re-open registration, and then import your previous registrants.  More information is available on the "Managing Registrants" page.
  • If you are using e-commerce, you do not need to create registration fields for credit card payment.  You should create registration fields for any information you would like to collect about the registrants.  After they complete this initial registration page, registrants will be taken to a second, external site for credit card payment.

Pre-Existing Field Sets

To select a pre-existing field set, choose from the following options:
  • Brand field set: If you have custom branding applied to this event, you can select the field set associated with your branding.
  • Common field set: To select a pre-existing field set, choose from the drop-down menu. This can be a field set accessible to “public/everyone” or a field set that you or your colleague created for use with an event series. Common field sets can be created in the “Templating” menu on the home screen.
  • Minimal field set: The minimum fields required by Sundial (first name, last name, and email).
  • A registration form stylesheet is a template that can be used to add CSS (Cascading Style Sheet) content to a registration form. When using custom branding, the branded stylesheet is automatically selected. For branding assistance, contact Sundial Help.

Note: Choosing the "Brand" or "Common" option after customizing your form fields will overwrite all customizations.

Customized Field Sets

To create a customized field set for a particular event:

  • Choose the “keep custom event field set” radio button and click the small “edit” button.

  • The default fields are “First Name,” “Last Name,” and “Email.” Use the “New Fields” button in the Actions menu to create new fields. See “Creating New Registration Fields” below for more information.

  • Import Set: Use this button to import a common field set into your registration form.  You can then add or delete fields from this common field set.

  • Preview Form: Allows you to see the form as it will appear when in use.

  • Move Up, Move Down: Use these buttons to re-arrange the order of your fields.

  • Save Order: Be sure to save the revised order of your fields, or your form will revert back to the order of field creation.

Creating New Registration Fields

Field Type: This determines the way that registrants enter information or make a selection for this particular field.

  • Textfield: creates a field for entering one line of information
  • Text area: creates a text box of customizable size
  • Check box: creates one checkbox; can set to be checked by default
  • Check box group: creates a group of checkboxes; registrant can select multiple
  • Radio group: requires registrants to select one of a number of options
  • Select: creates a drop-down box of choices for a registrant to select from
  • Date: creates a one-line field with option to select date from calendar icon
  • Label: creates a label for a group of registration fields; can place above or below certain fields by using the “move up” and “move down” action buttons

Field Name: This is the name that will appear above/next to the field on the registration form.

Field Instructions: You may provide further instructions to the registrant about the field.  Note: These instructions will appear below the field.  If you have more extensive instructions that you would like to include above the field, create a "label" field.

Data Type: Limits what the registrant can type into the field.  Applies only to “text field” and “text area” field types.

  • String: the most common selection; allows registrant to enter letters or numbers in any combination
  • Integer: whole numbers only (no decimals)
  • Decimal: numbers with decimals
  • Email: requires an “@” symbol (checking the “Confirmation Required” box will make the registrant enter his or her email address twice)
  • Phone: digits only, in phone number format
  • US Phone: requires US phone number format

Required: Check this box if this is a required field for registrants.

Element Has Cost: Check this box if this field has a cost associated with it (i.e. “number of tickets”).  On the next page, you will be asked to enter the value information.  Note: You must have e-commerce enabled in order to utilize the cost feature.

The second page of registration field set-up allows you to customize the options for a check box, check box group, radio group, or select field.  For all field types, you can define the field’s attributes or choose to use the default attributes on this page. The third page will confirm your field’s values and attributes.


 

Revised: July 08, 2009
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