Forms can be set up or amended via Modules > Forms. They need to be set up before they can be added to any pages, panels or the Exhibitor Zone on the site.
You choose and define your form type when first adding a form or in the Settings section of an existing form. There are four different types of forms you can set up (it can be changed at any time by clicking on the Settings tab):
- Standard: you will use this for the majority of your forms.
- Pre-registration: when a pre-registration form is submitted, the user will be tracked and flagged as registered in the CRM, under the Event History section (where events a person has registered for are logged).
- Zone: use this if you want to make a form available to exhibitors when logged in. Once you have set a form to this type, you will be able to include it in your Zone Permissions to show up once logged in, make it a mandatory task, add it to the Task Checklist or add a Deadline.
- Visitor: Similar to the Zone type, this form can be linked to visitors using the Engage module.
Or you can use the copy form function to copy and edit a previously created form.
Comments
0 comments
Please sign in to leave a comment.