What does your organization currently use to register new event attendees?
Does your system involve multiple steps, half a dozen tools that don’t integrate with each other and a whole lot of manual data entry?
If so, you’ll be happy to know that there exists an easier solution.
Imagine a system that lets your members fill out an online event registration form right on your website, while letting you as the administrator do the following:
Get instant access to the new registrant’s information and automatically store them as a contact in your member database
Easily customize what your event registration form asks (ex: dietary restrictions, preferences, etc.)
Promote the event listing on your website to get more registrants and showcase an event calendar
Accept and process payments for event tickets
Send automatic or manual emails to confirm event registration and share important updates about the event
Communicate with and register attendees through the member mobile app
Issue unique QR codes for hassle free check-in on event day
Track event attendance and personalize post-event communications
Send post-event surveys to gather feedback
Download and analyze event-related reports
And much more!
All this is possible with Wild Apricot, the #1 membership management software used by over 20,000 organizations, clubs and associations. Wild Apricot is much more than an event management software — it’s also a website builder and contact management system, so it’s the perfect tool to solve all your organization’s needs.
In this post, we’ll go over how you can use Wild Apricot to set up your own event registration form on your Wild Apricot website.
Before we begin, be sure to start a free 30-day trial of Wild Apricot so you can follow along. In just an afternoon you can have a full website and begin registering event attendees and processing online payments. (You can even continue using the free version of Wild Apricot if you don’t expect more than 50 registrants for your event.)
How to Create an Event Registration Form in Wild Apricot
Step 1: Add Common Fields
Before you can set up your event registration form, you need to decide what information you’ll be asking your registrants to fill in.
You can include two types of fields in your event registration form: common fields and custom fields.
Common fields contain basic information like name and email address and can apply to any contact in your database, such an event attendee, a donor, newsletter subscriber, etc.
These are typically set up as part of creating your contact database, but if you haven’t done that yet or want to add a new common field, here’s how to do it:
To add a new Common field, hover over the Contacts menu and click on Common fields. You can create a new common field by clicking the Add new field button.
Here you’ll be able to create a name for your field, decide what type of field it is (text, multiple choice, dropdown, attachment, etc), indicate whether it is required, indicate whether the field is visible to the public and set other options.
Custom fields contain information related to your event and can be anything you decide. For example, you can add a custom field for meal selection, and another to offer preferred seating. Depending on how you set up the field, an additional cost can be added at checkout.
Custom fields are created in the Events module, so let’s create our first event and we’ll come back to this step later.
Step 2: Create an Event
Hover over the Events menu and select the Events list option. Then, click on Create new Event.
Here you’ll be able to choose between simple events, which don’t use a registration form and only require an RSVP, or advanced events. Since we’re building a registration form, we’ll select Advanced.
The first tab will ask you to fill in your event details, such as the title, date, time, location, description and other details. Don’t forget to hit Save once you’ve completed this tab.
Step 3: Create a Registration Form
The second tab is where you’ll be creating your registration form. You’ll see that the common fields you set up earlier are already listed here — all you have to do is select which ones you want to include in your form.
And remember the custom fields we mentioned in an earlier section? Here’s where you’ll set those up. Simply click Add new field.
In this example, the custom field we’re creating is called “Dinner choice” and it’s a multiple choice type field. For detailed descriptions of each field type you can use, check out this article. Once again, don’t forget to hit Save here.
Step 4: Set Up Registration Types
Before you can enable registration for the event, you have to set up registration types.
Registration types are like ticket types for a particular event. Setting up registration types allows you to charge different prices for different event packages or for different kinds of attendees. For example, you might want to charge more for non-members, or for special seating.
To set these up, head over to the third tab in your event menu called Registration Types & Settings and click Add type.
Note: If the Add type button is grayed out, it’s because you are currently editing other event details. You cannot add registration types while in edit mode. If you haven’t clicked Save yet, do so at this point.
In the example below, we’ve added two registration types: one for members and one for non-members.
Next, you need to toggle the Allow registration slider at the top of the screen. Then click on Admin only and change it to Public. This will allow you to collect public registrations on your website.
The other three tabs in the Events menu allow you to set other details, such as waitlists, payments and emails, but since this blog post focuses on how to set up a registration form, we won’t get into those. For details on how to set them up, check out this article.
Step 5: Add the Registration Form to Your Website
The last step is the easiest, since the form will be automatically created on your website. All you have to do is place an event widget somewhere so people can click on it to start the registration process.
In this example, we’ll place the event right on the home page.
From your Wild Apricot dashboard, click on Website.
Select a site page and click Edit to start editing it or click Add page to add a new page.
Then click on the Gadgets icon, locate the Upcoming events gadget and drag it over to your page.
And that’s it! When site visitors click on this upcoming event, they’ll be taken to the registration form.
Let’s see what the one we created actually looks like:
3 Examples of Event Registration Forms Built in Wild Apricot
The form we created in the above section is very basic, but let’s take a look at some real-world examples of registration forms built in Wild Apricot that are more practical and ask event registrants to fill out a variety of fields.
Elders in Motion E-Learning & Sharing by the NWT Recreation and Parks Association:
This association uses an event registration form to collect RSVPs to their monthly meetings. They use one form for all six meetings and ask their members to indicate which ones they’ll be attending. The form also lets users indicate whether they’ll be bringing any guests.
Winter Essentials Workshop by Backcountry Women
This organization has tiered event pricing for members and non-members. In addition to asking for basic contact information, their form asks event registrants to confirm that they’ve read and understood a number of policies and waivers.
EvolveON by Economic Developers Council of Ontario
This is a registration form for a virtual conference. The form asks registrants to indicate which days of the conference they’d like to attend, as well as any additional days (at an extra cost). It also includes a section where event registrants can grant consent for their contact information to be shared.
Ready to Create Your Own Event Registration Form?
Start a free 30 day trial of Wild Apricot and get started with your own event registration form, registrant database and website.
And if you’d like more details on further customizing your registration form, as well as answers to common troubleshooting issues, visit the Wild Apricot Get Help site.
Good luck with your new event registration form!
Originally Published by www.wildapricot.com