How do additional or conditional forms work?
When you create a registration page, you will by default create an "event details" page and a "main form" page that will always be visible to all the attendees that go through the registration process.
You can add more forms (pages with form fields) to the registration process, beyond the "main form" page. These additional forms can be left visible to all attendees (like the "main form") or they can be conditional (i.e. only visible to attendees based on the responses that they provided in the main form) by applying targeting.
Examples of how conditional forms can be used
Generally speaking, conditional forms can in particular be useful for:
- Asking specific questions to the attendees of a hybrid event that are attending in-person (compared to those attending virtually): travel details, logistics for accommodation, food allergies. etc.
- Displaying different legal documents based on your attendee's selected country during registration for the to accept.
A basic example of conditional forms could be for attendees registering to a hybrid event. In the main form your attendees will add their main details (first name, last name, email, etc.) and also specify in the "Attending" field whether they will be attending In-person or Virtually.
Tip: The "Attending" field in the user profile is used by the SpotMe platform to know what type of live session experience (attending in-person or virtually) should be delivered to attendees.
Then, based on whether they select "in-person" or "Virtually" in the main form, you can create additional forms that will be displayed/targeted to the attendees, depending on whether they will attend in-person or not:
This allows you to tailor the attendee registration journey while also collecting different types of information from your attendees, always based on their initial responses in the main form.
Note: You can create any number of additional or conditional forms, based on the responses provided in the main form. Targeting for conditional forms can only be applied based on responses to fields in the main form that are dropdown choices or checkbox (boolean).
Targeting cannot be applied based on free flow text fields. Targeting also cannot be applied based on responses to fields that are in the additional forms (only those in the main form).
Adding conditional forms
By default, your registration page "main form" is already configured on the registration page, and has three mandatory fields: first name, last name, email address:
Let's imagine that you want to add a dropdown here in the main form, so that attendees have to choose between attending in-person or virtually. To do so, click on the Add a field + button and select the Attending field type:
The Attending field is now added to the main form, and here we have checked the "Mandatory" box for this field to make sure that attendees always complete this field when registering for the event:
Now, we will add a "You are attending virtually" conditional form, that will appear only to the attendees who will select that they are attending virtually.
To do so, click on (1) Add form, enter a name for the form (here we have added "You are attending virtually", then click on (2) Create:
The conditional form is now created and visible beneath the main form:
We want this form to only be displayed to the attendees who selected that they are attending virtually in the main form, so we need to add targeting. To do so, click on Add targeting:
Here, in the Visible to section, we will select the Attending field, and for the field value we will select Virtually. Remember to click Save to finalize the changes.
Note: You can create more complex targeting by selecting multiple fields and their corresponding values within the same rule (by clicking on the + button to add more fields), or by creating multiple rules that are applied to the conditional form (by clicking on Add rule.)
The conditional form is now created, and in this example will only be visible to attendees who select Virtually in the Attending field in the main form:
Now, in this particular case you will also need to create a "You are attending in-person" conditional form, that will only be displayed to attendees that selected "In-person" in the main form.
To do so, simply follow the same steps as above, but for building the "You are attending in-person" conditional form:
- Click on (1) Add form, enter a name for the form (here it would be "You are attending in person", then click on (2) Create.
- In the new conditional form called "You are attending in person" click on Add targeting.
- in the Visible to section, select the Attending field in the dropdown, and for the field value select In-person this time.
- Add any fields you want to the "You are attending in person" conditional form, based on what info you want to collect from your in-person attendees. This could be travel information, food preferences, or any logistical information for the in-person experience. Attendees who selected "Virtually" in the main form will not see this form at all.