Registration Form Setup

Objective: Create, configure, and manage multiple registration forms for different attendee types in EventX Registration Form Product.

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1. Create a Registration Form

1. Go to Registration Form > Click Create New Form in the top-right corner.

   
2. Enter a form name to identify the form (e.g., "Attendee", "Sponsor", "Speaker").

   
3. Add custom fields:

   • Click Manage Fields > Add New Field.

   • Toggle Required to make a field mandatory. A red asterisk appears on required fields.

   

   
4. Rearrange fields by dragging and dropping them.

   
5. Click Create to save the form. Repeat to create additional forms for different attendee types.

   

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2. Bulk Add Custom Field Options

For Single Choice, Multiple Choice, and Dropdown question types, add options in bulk instead of one-by-one.

1. Click Bulk Add.

   
2. Enter the first 2 options in the provided fields, then enter the remaining options in the text area — one option per line.

   
3. Click Confirm > Save.

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3. File Upload Fields

When adding a File Upload field:

• Maximum file size: 20 MB

• Accepted file types: .jpg, .png, .pdf, .doc, .docx, .xls, .xlsx, .csv, .txt

• Maximum files: 10

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4. Configure Event Description Per Form

Set a form-specific event description to display tailored information to different attendee groups during registration.

Common use cases:

• Provide exclusive information or agenda details for VIP attendees.

  

  
• Show different messaging for partners, speakers, or general participants.

  

  

Note: Event descriptions are form-specific. Each registration form can have its own description.

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5. Enable Check-in QR Code Display

1. Toggle on Show Check-in QR Code Upon Registration Completion in the form editor.

   
2. The attendee sees the QR code on the landing page after successful registration.

   Desktop view:

   

   Mobile view:

   

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6. Set Up Logical Questions (Conditional Fields)

Create dynamic forms where fields show or hide based on previous answers.

Step 1: Add all needed fields to the form

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Step 2: Configure conditions

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Condition Rules

• Condition Setting is greyed out if no custom fields exist or no eligible fields are enabled.

• Only choice-type fields (Single Choice, Multiple Choice, Dropdown) can be used as the if statement.

• Open-ended fields (Short Text, Long Text, Consent Text) cannot be used as the if statement.

• All field types can be used in the then show setting.

• A field added to then show is hidden by default and only appears when the matching option is selected.

• Hidden mandatory fields do not block registration.

  Example:

  • Q: "What do you want to eat for lunch?" → Options: "Meat", "Vegetable"

  • If "What do you want to eat for lunch?" equals "Meat", then show "What meat do you want?" (mandatory)

  • If the attendee selects "Vegetable", the "What meat do you want?" field remains hidden and does not block registration.

• The same field can appear in multiple conditions.

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7. Assign Tickets to a Registration Form

Assign different tickets to different forms so specific ticket types are available to specific registrants.

Remarks:

• Applies only to events created after 29/2/2024.

• At least one ticket must be assigned to publish a form.

• To share a form without tickets: first assign a ticket, publish the form, then remove the ticket before sharing the link.

Steps

1. Click the edit icon on the registration form.

   
2. Click Available Ticket > Select Tickets > Toggle ON the tickets needed > Click Close.

   

   
3. Click Save.

   
4. Publish the form.

   
5. Select the form shown on the landing page via the dropdown menu.

   
6. Click the share icon to copy the registration form link.

   

Rearrange Ticket Order

1. Click the edit icon on the form.

   
2. Under Available Ticket, drag the highlighted icons to reorder tickets.

   

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8. Pre-apply Promo Code to a Form Link

1. Click the dropdown menu next to the form link and select a promo code.

   

   
2. Copy the link.

Note: The promo code is pre-applied only for this specific link. Only attendees who receive this link can see the pre-applied code.

Auto-Popup Form

Toggle on the popup toggle and copy the link. The registration form opens automatically when an attendee clicks the shared link.

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9. Set Ticket Purchase Limits Per Order

1. Go to Registration Form > Available Ticket.

2. Set the minimum and maximum ticket purchase amounts per order.

   
3. If an attendee exceeds the maximum limit, an error message appears.

   

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10. Track UTM Parameters

Append UTM parameters to the registration form URL to track traffic sources.

Supported parameters: utm_source, utm_medium, utm_campaign

Example:

https://demo.event.day/events/d9ea3137-0e36-4a25-935f-57a53ca6b31c?l?utm_source=new_lead&utm_campaign=Ad-01&utm_medium=email

See Embedding UTM Codes on Registration Form for detailed instructions.

For more info, please refer to this article: link

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11. Embed Registration Form as a Widget

1. Go to Registration Form > Click the Embedded Widget icon.

2. Copy the HTML code.

   

   
3. Adjust the widget size by modifying the width and height attributes in the <iframe> code:

   <iframe width="900" height="500" src="https://spot.eventx.io/events/.../widgets/registration?regForm=..."></iframe>

Widget Limitations

• Colour and layout cannot be customized.

• The registration flow order cannot be changed (Select Ticket > Fill Form > Review Payment).

• The widget language defaults to the event's language setting.

• Mobile version is available.

• Works best with registration form and/or ticketing enabled.

Supported Language Codes

Code	Language
en	English
zh-HK	Traditional Chinese
zh-CN	Simplified Chinese
ko	Korean
ja	Japanese
vi	Vietnamese
es	Spanish
th	Thai
pt	Portuguese

Example — Traditional Chinese:

<iframe width="900" height="500" src="https://spot.eventx.io/events/.../widgets/registration?regForm=...&lng=zh-HK"></iframe>

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12. Unpublish a Registration Form

1. Toggle off the publish toggle.

   
2. Once unpublished:

   • On the portal page: The form is marked as Unpublished.

     
   • On the event landing page: A "Registration is closed" message appears.

     

Note: RSVP attendees and special roles (host, speaker, booth exhibitor/representative) can still register even if the form is unpublished.

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13. Review Responses Before Submitting

Attendees can review all their responses — including custom fields and logical questions — before submitting the registration form.

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Related Articles

• Separate First Name and Last Name in Registration Form

• Embedding UTM Codes on Registration Form