Configure Sections and Fields

Overview

Note:
Information on Configuring a Visit Series Registration Page is in the Visits section of the guide.

Once a Campaign is created, you can configure its Registration Page. That is, you can build sections on the Registration form and put any field from the Contact or Campaign Member record onto the page. The interface allows you to create or update sections as well as fields on a Registration form and also maintain their order, using drag-and-drop functionality.

Steps

Step 1

From the Events Calendar click on the Campus Campaign for which you need to configure the registration page. Click the ‘Configure Event’ action (or button in Classic)

OR

From the Manage Visit Series page, click on CONFIGURE VISIT SERIES:

Step 2

This will open the following page. Every configuration page has a default section named “Personal Information” with the following fields:

  • First Name
  • Last Name
  • Email
  • Email (Confirmation)

Persistent Fields and Sections

In addition, you will see on the left the names of sections and fields that you created in the course of configuring other registration pages. Once you create a section or field for a registration page, it becomes available for placement on all pages. On every page where you use it, you can accept the default configuration (the one that was set when it was created), or you can override any configuration setting for just the current page.

Note:
A single, non-recurring event or a Child event in a recurring series will have 3 buttons: Save, Cancel, and Preview. The Parent event of a recurring series will have an additional button: Apply to all Recurrences. Clicking this button will copy the configuration of the Parent event to all of its child events.

Step 3

To create a new section, click on the “Create Section” button on the navigation bar, which will open the following form.

Field Description
Name The label of the section. Each section name must be unique.
Column Select whether you wish to display the section fields in a one-column or two-column format. When the end user tabs from field to field the tab order will be down the first column then to the top of the second column, then down the second column.
Show Section You can choose to show or hide the section on the registration page. If this box is not checked, the section and any fields within it will not display on the registration page. This is so you can populate these fields from cookies or parameters that you embed in the URL.
Section Description Description of the section which will be displayed below the section header on the registration page.
Custom Style Check this box to set a custom style for the section. If this is not checked then the default style will be used. The following style attributes can be customized:
  • Font Family
  • Font Size
  • Font Color
  • Font Style
  • Section Border
  • Background Color
  • Font Weight
Once the section has been configured, click on the “Create” button. The section will be created and visible in the section panel. Sections can be added and removed by clicking and dragging them from between the section panel and center display.

Step 4

To add fields, click on the “Add Field” button on the left hand side, which will open the following form in which you determine the default configuration for this field:

  • Object Name: The name of the object which holds the field you want to use. Only the Contact and Campaign Member or Visit are available.
  • Field API Name: Based on the selected object, the Field API Name list will be populated. No two custom fields created for event registration forms can reference the same Field API Name.
  • If Field type is Date, you may set the allowable dates in three ways:
    • A fixed date range can be specified by filling in both the Start Date and End Date
    • An open ended date range can be specified either by:
      • Filling in only the Start Date, in which case all dates after the Start Date will be allowed
      • Filling in only the End Date, in which case all dates between today and the End Date will be allowed (where “today” is the day on which the registrant fills out the form)
    • An arbitrary set of dates can be specified by
      • Choosing a Calendar User, whose calendar will be used to set the allowed dates
      • Entering an Event Subject, which will make allowable any date on which an event with that subject appears on the Calendar User’s calendar

  • If Field type is Reference (Lookup), then you may optionally specify Record type to restrict the lookup to records of that type.

  • Label: The label of the field which will display on the registration form. This is required.
  • Is Required: Set whether the field is required or not -- note that this setting affects all the registration pages on which the field appears.
  • Description: Description to be displayed below the field label on the event registration page.
  • Once the field has been configured, click the Create button. The field will be created and visible in the field panel on the left side of the screen.

Step 5: To display a section on the Event Registration page, drag the section from the section panel and drop it to the displayed sections area. For example, if you want to display the “Sample” section on the Event Registration page, then drag “Section” from the section panel and drop it in the displayed sections area:

Then, the “Sample section will appear in the displayed sections area like this:

Step 6

To display field(s) in a particular section, simply drag the field from the field panel and drop it in any displayed section.

For example, if you want to show the Title field in the Sample section,drag the Title field from the field panel and drop it in the Sample section.

Step 7

You can change the order of the displayed sections by dragging them up or down in the displayed section area.

Step 8

Fields are also movable between sections. Within the same section you can change the order of the fields by dragging and dropping them.

Step 9

Click on the “Save” button to save the layout configuration. Clicking save will return you to the campaign detail page.

Step 10

To exit the page without saving, click the “Back to Home” link on the navigation bar, or the “Cancel” button at the bottom of the page.

Step 11

To update sections and fields, double-click on the section or field name.