There are three types of fields you can include in your attendee registration form:
- Registration Form Items (RFI)
- Extended Registration Form Items (RFIE)
- User-defined Fields (UDF)
Registration Form Items (RFIs)
These standard fields are available to use in every meeting. They are the most common contact information fields used in registration forms. They are "built in" so that the software knows what type of information the field contains and can then use/display it appropriately. For example, if you were to include the mail merge tag in an email, the software would know to combine the values from the Salutation, First Name, Middle Name, Last Name, and Suffix fields.
To configure the RFIs for your meeting, go to the Control Center of your meeting and select Registration under the Meeting Wizard header. Click on the Registration Form tab. You will see the following columns:
- Name (the identifier for this field. It cannot be changed)
- Display (whether or not the field should show in the form)
- Text (the prompt that shows before the field. It can be changed but should reflect the type of data being collected. For example, you could change "Salutation" to "Prefix" but you would not want to change "Fax" to "Website" as the software will expect the data in the field to be a fax number.
- Order (the order in which the fields display in the form)
- Required (if checked, the field is mandatory and must be completed)
RFIs include:
- Salutation
- First Name
- Middle Name
- Last Name
- Suffix
- Company
- Title
- Name on Badge (to collect a nickname, or alternate first name to display on the badge, such as "Jen" instead of "Jennifer")
- Address 1
- Address 2 (to collect the second line of an address, like suite or apartment number; not a second address)
- City
- State
- Zip Code
- Country
- Phone Number
- Fax
- Department
Extended Registration Form Items (RFIEs)
These fields are additions to the standard fields set in the RFI section. To enable an RFIE, go to the Control Center of your meeting and select Registration under the Meeting Wizard header. Click on the Registration Form tab. Select Extended Fields at the bottom of the page. A new window will open where you can configure the following fields:
- Membership Info Update (the attendee can check this box to indicate they want you to update their membership profile to reflect the contact information entered during registration. For example, they make check this if they've recently moved to a new address).
- Credentials
- Mobile Phone Number
- Photo
- LinkedIn Profile URL
- Facebook Profile URL
- Twitter Handle
- CC Email (the attendee can enter a comma-delimited list of email addresses to CC on emails generated from EventRebels. For example, they may want to send a copy of their confirmation email to a personal email address, or to an office admin)
User-defined Fields (UDFs)
User-defined Fields are custom questions added for your meeting. Click here to learn more about UDF types and the process for creating a new UDF.
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