Checkout Forms let you customize which optional and required questions registrants answer after they select a ticket. Gathering data on your attendees can be critical to your event's success, and Socio makes it easy to ask any kind of question you may need and even insert links into the questions.

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To keep things simple, we recommend you create tickets first, then make Checkout Forms, and then add questions to the forms as you create the questions. If you haven't made tickets yet, start there.

⭐ Keep in mind, if you'd like to let registrants select which Event Groups they'll be part of, you should hold off on making Forms until you've linked your Event App to your Registration and created the Groups in your Event.

Create a Checkout Form

To create a new Checkout Form, go to your Registration event, click the Checkout Forms tab, and then click New Form.

In the modal that appears, enter a Form Name. Attendees don't see this name, but we recommend making the name very clearly match the form's content and purpose so you can remember which form is which.

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Use the Assign to dropdown to select the ticket(s) this checkout form should be applied to. Select as many tickets as you like.

If you've created questions, click the Add Question button to add them to the form. First Name, Last Name, and Email are part of every form by default. Once you've added some questions, you can click and drag the two-line icon next to a question to change its position in the form.

⭐ Keep in mind, Questions can no longer be made from the Checkout Form modal. They must be created from the Questions tab of the Checkout Form page.

Click Save Changes when you're done.

Manage forms

The Default Form and other forms you've made are listed in the order in which they were made. Click the Settings (⚙️) icon next to a form to edit, clone, or delete it.

Cloning a form will copy all of its settings and information except for assigned tickets.

Deleting a form simply removes it from any tickets it was assigned to. No registrant data is deleted unless you delete the questions from the Questions tab.

Adding questions

Now that you've added some forms, you can ask registrants for additional information with questions. Click the Questions tab, then New Question, and select a question from the list.

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The list of Questions is separated into four categories: Attendee, Custom, App Integration, and Accounts. Let's look at each type.

Attendee

Answers to these questions are used to populate attendee profiles. These attendee profiles are pulled directly into the Event App linked to this registration. Make these questions required in your registration form to ensure everyone's networking profiles are filled out before event day.

⭐ Keep in mind, there are default First Name, Last Name, and Email type questions that can't be deleted, but may be edited.

Custom

Custom questions are extremely flexible, so you can ask nearly anything you need to. Options include:

  • Short Text - Registrants can enter answers up to 100 characters.

  • Long Text - Registrants can enter an unlimited number of characters.

  • Checkbox Select - Add one or more checkboxes from which registrants can select more than one.

  • Date - Registrants click this field to reveal a calendar modal where they select a day, month, and year.

  • Single Select - Add one or more radio buttons from which registrants can select only one.

  • Dropdown (Single) - Add a list of options from which registrants can select only one.

  • File Upload - Registrants can click the File Upload button and then select a file stored on their device. Files uploaded by registrants can be viewed and downloaded from their profile in the Attendees tab. All common document file types (PDF, docx, xlsx, etc.) and image types (JPEG, PNG, GIF, TIFF, etc.) can be uploaded. Videos, installation files, and zipped folders cannot be uploaded.

  • Time - Registrants click this field to reveal a modal where they select an hour, minute, am/pm, and time zone.

⭐ Keep in mind, Custom type question information doesn't get added to the registrant's Socio Event App profile - it's only associated with their registration profile.

To access answers to Custom type questions, you can look at attendee profiles or export the Attendees Report.

App Integration

If you've linked an Event App to your Registration, you can let attendees choose one or more Groups they'd like to be part of. Groups are a powerful tool for tailoring the attendee experience based on any number of variables, such as VIP access, Tracks, and more. For a closer look at what Groups can do, check this out.

  • Groups Dropdown - Registrants can choose a single Group. The registrant will be assigned to that Group in the Event App after they complete Registration.

  • Groups Multiple Choice - Registrants can choose multiple Groups. The registrant will be assigned to each Group in the Event App after they complete Registration.

  • Data collection agreement (GDPR) - This enables a checkbox the user must check in order to pass their registration data to the event. If they don't check the box, they can still complete the registration process, but they won't be added to the event. If this field isn't added to your checkout form, all user data will be carried over to the event automatically without direct consent from the user.

Accounts

Each Accounts questions allow users to share their social media, phone number, and other account info. These questions allow attendees to populate their profiles during their ticket purchase. The attendee profiles can be pulled directly into any events that you have in the Socio Platform.

Configure the question

No matter which question you select, provide the following information in the modal that appears:

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  • Label Title - This should inform attendees about exactly what they're supposed to do. For example, if you're making a Single Select question to collect shirt sizes, the Label Title might say "Please select your shirt size".

  • Assigned to - Click the dropdown to choose which form(s) this question should appear in.

  • Description - Enter optional additional text that appears below the Label Title. In the example mentioned above, the description might say "Sizes are unisex".

  • Required - Check this box to prevent registrants from completing registration unless they make a selection, enter information, etc.

⭐ Keep in mind, you can enter a URL into the Label Title or Description fields, and the Socio Platform will turn it into a clickable hyperlink that registrants can click to open it in a new tab.

If you chose the Checkbox Select, Single Select, or Dropdown options, enter the options attendees can choose from. Click the Add New Option link to add items as needed. Click and drag the two-line icon to reorder the options, or click the X to remove an option.

If you chose either of the Group questions, select which group(s) attendees can choose from.

When you're done, click Save Changes.

Continue to add questions as needed. You can add multiple occurrences of each question so that each form can be tailored individually. This is useful for situations where you'd like to provide forms in multiple languages, adjust the Label and Description based on the intended registrant type for a particular ticket, and more.

Manage questions

Questions you've added are listed on the Questions tab. Click the Settings (⚙️) icon next to a question to edit, clone, or delete it.

⚠️ Caution! Before you try to delete a question, make sure it's not assigned to any forms. When you delete a question, it also deletes any answers registrants gave to that question.

Now you know all about adding and managing forms and questions! At this point, you might be ready to start letting people know they can register.

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