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Event Registration Form

This article explains how to set up and customise the registration form in the Event tool. Learn how to add fields, decide where data will be stored, and tailor the experience for your attendees.

Updated over 2 months ago

Registration Form Overview

In the Registration form tab, you can preview your registration form and edit its different landing pages.

On the left side, you will see a menu with landing pages for different scenarios, such as:

  • Registration confirmed

  • Registration closed

  • Event fully booked

  • Registered to waiting list

  • Registration deadline expired


Each landing page contains a system default message. Edit the text to match your preferences or redirect your attendees to an external URL or Apsis Pro Page.

On the right side of the overview, you will find a preview of the form. By default, it includes mandatory elements such as the email field, submit button, and a dropdown or radio buttons for selecting an event session (if multiple sessions are available). If the event allows registration of additional guests, a dropdown for guest selection will also appear. Beyond these defaults, you can fully customize the registration form by dragging and dropping the modules you want to include.


Editing The Registration Form

To customise the form, select Edit form, to open the Form editor.

The form is composed of Form modules, which are fields that collect data from attendees. These include:

  • Heading - Add a heading to the form.

  • Description – Add informational text as a paragraph.

  • Textbox – Allows invitees to enter information.

  • Radio button, Checkbox, and Drop down – Data collection fields offering multiple options.

Drag and drop a module into the placeholder area on the right.

Click on the module in the form to open the Edit settings. You can also click the edit tab directly.

In the Title field, enter a label that tells attendees what the field is for – for example, “Name”.


Selecting Where Data Is Stored

Each field needs a data destination. In the Data dropdown, select where you want to store the information.

Data can be saved in two ways:

  • As a demographic data in Pro, added to the subscriber to be used in for example filters.

  • Only locally in the Event tool

To store as demographic data in Pro, select the relevant data field in the dropdown.

All demographic data fields created in Pro are available. Prioritise System data fields, as these display on the check-in site and help manage attendee check-in.

Note! When someone enters information in a registration field connected to a demographic data field, this input will overwrite any existing information in that field.


Storing Event-Specific Information

For information relevant only to this event (for example, allergies or food preferences), save it locally in the Event tool.

To do this, create data storage spaces using data categories. Click the Data Categories tab and click Add to open the Data Category Manager. In the Data Category Manager you create your data categories.

Enter a name, for example Food Preferences and choose the field type you want to use. Note! The name of a data category must be unique, and not exist in other events.

Field types:

  • Free text (text boxes)

  • Options (radio buttons, checkboxes and dropdown)
    If you want the attendee to choose between options you need to choose options as the type and then add options by clicking Add Option. Click the Add Option + icon and name the option, add as many options as needed.

After naming and adding all the options needed; Click Save.

Now you can select your new data category as the data source when setting up a field.

For example, store Food preferences in this way.

This event-specific data appears under the Attendees tab, but not in the contact's demographic data in Pro.

Note! Properly linking each form field to a data destination ensures information is stored where you expect. If not specified, APSIS Pro will assign data fields automatically, which can lead to data being stored incorrectly.


Additional Field Settings

Change the control type for any field as needed. For example, radio buttons allow only one choice, while checkboxes enable several selections.

Mark a field as mandatory by ticking the Mandatory checkbox.

Hide a field for additional guests if unwanted, but do not hide mandatory fields.

For session selection, use the Radio button control type to show all sessions at once in the form—ideal if your event has only one session.

Editing Field Validation And Messages

Adjust validations and error messages under the Settings tab as necessary.


Saving And Previewing Your Form

When your form is ready, select Back to Event.

Attendees can register for multiple sessions by reopening the registration form and submitting it again.

Preview and test the form simply by filling out the form that you have in front of you, no data will be stored.

Once your form is complete, preview and publish it using the provided “Public link”.

Find the “Public link” to the registration form in the top right corner. This link works only when the event status is enabled. Share it by email or social media, even outside the Event tool.


Continuing Event Setup

Proceed to the Sendout tab to create your emails and notifications.

Remember to select Save before leaving the form section.


Quick Summary

Use the Event tool to build, customise, and manage your registration form for any event. Add fields, specify where the information is stored, and adjust settings like required fields and validations. Once your form is complete, preview and publish it using the provided public link. Make sure to save your changes before moving to the next setup stage.

Note! Always assign a data field for each form input to ensure correct data storage and avoid unintended overwriting.


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