Event Custom Fields

Event Custom Fields

Contents

Introduction
Creating Event Custom Fields
Attendee vs. Registrant Question Field
Adding Event Custom Fields to an Event
Event Specific Fields
Related Guides

Introduction

While your standard registration form fields are pre-configured, you can add custom fields to forms that are specific to each event. You use the Event Custom Fields section to do this.

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Event Custom Fields are custom fields that you create once and use across many events. It is best practice to use Event Custom Fields instead of Event Specific fields because it saves you the trouble of creating them for each event.

Tip: Event Custom Fields can be searched on in event reports, whereas Event Specific Fields cannot. 
 
The detailed guide to reporting on Event Custom Fields is found here. 
 
Note: Removing an Event Custom Field from your event will also remove the results of that field from that particular event.  

Event Custom Fields

Event Custom Fields are configured like all other custom fields (Learn more about how to create and configure custom fields). Create and edit event custom fields here:  System Settings > Home/Dashboard > Events > Event Custom Fields.

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From here you can view and edit existing custom fields and create new ones. 

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Attendee vs. Registrant Question Field

When you create a new General Event Custom Field, you decide whether or not the field will be an Attendee Question.  Bear in mind that NeonCRM differentiates between registrants (the person filling out the form) and attendees (the people attending the event). 

Attendee fields will appear on the second page of online event registration. All attendee data is collected after the registrant fills out your Event Registration Form.

Attendee Question:

  • If you choose No, then the person doing the registering answers this once on the first page of the form. For general event custom fields that are NOT attendee questions, the display name, visibility and requirement settings are configured from the web form customization utility. 
  • If you select Yes, then the person answers this question for each attendee they’re registering. For general event custom fields that are attendee questions, you specify the public and constituent display names, visibility and requirement settings from within the field.

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Once you've created the General Event Custom Field, it will be available for use on any event. The next section of this guide shows you how to add these fields to your event. The field will not appear on any of your event registration forms, however, until you add the field to a particular event as described below. 

Adding Event Custom Fields to an Event

Once you configure your Event Custom Fields, you can add them to an event. To do this, go to Events > Event List and select the event that you wish to add the custom field to. In the Event Custom Fields section, click Event Custom Fields

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From here, you can add both standard fields and event custom fields to your event form by clicking the check boxes next to the fields you want to use. 

  • The top section Select System Defined Fields lists all standard Neon fields available to use to collect attendee data. 
  • The bottom section Select Event Custom Fields lists all of your general event custom fields and tells you if they are designated as attendee questions.

Select the box for each field you want to use for this event, then click Submit.  

Any fields you select here that are not Attendee Fields will automatically be added to the Event Registration Form for this particular event. You can edit the display name and determine where each field displays on the registration form using the web form customization utility.

Required Attendee Fields

You determine the requirement of General Event Custom Fields designated as Attendee Fields in system settings when you create the field.

Any standard attendee fields you add to an event (e.g., Email, Company, etc.) can be set as required by clicking on the Set Required link, as indicated in image below.

Set_Required.png

Field Display Order

Changing the display order of event custom fields on your event forms:

  • If your field is an Attendee question, then you can change the order in which these fields appear on the attendee page by click the 'Reorder Display Sequence' button.
  • If your field is NOT an Attendee question, then you can change the order in which these fields appear on the registration form using the web form customization utility.

Reorder_Display.png


Event Specific Fields

Occasionally, you’ll find that you need a custom field for one specific event. If you don’t think you’ll ever need to use that field for another event, then you can create an Event Specific Field. Event Specific Fields are managed from within each event. You create, edit and delete these fields from the event detail page, as illustrated in the image below.

Note: Keep in mind that when you delete an event specific field, the field itself and all of its data will be deleted.

Event_Specific_Fields.png

Navigate to the Event Custom Fields section of the event detail page for the event you wish to add a new event specific field. Click the  'New Event Specific Field' buttonThis field will only be available on this event.

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Attendee Question Field

The only difference between Event Custom Fields and other fields in NeonCRM is the Do you need to ask each attendee this question? field. Bear in mind that NeonCRM differentiates between registrants (the person filling out the form) and attendees (the people attending the event).

Do you need to ask each attendee this question?

  • If you select No, then the registrant answers this once on the first page of the form. For event specific custom fields that are NOT attendee questions, the display name, visibility and requirement settings are configured from the web form customization utility.
  • If you select Yes, then the registrant answers this question for each attendee they’re registering. For event specific custom fields that are attendee questions, you specify the public and constituent display names, visibility and requirement settings from within the field.

zd_create_event_custom_field.jpg

If your field is an Attendee question, then you can change the order in which these fields appear on the attendee page by click the Reorder Display Sequence button.

If your field is NOT an Attendee question, then you can change the order in which these fields appear on the registration form using the web form customization utility.


Related Guides

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