Gathering data on your attendees and getting attendee consent for event policies is critical to your event's success. Webex Events makes it easy to create custom checkout forms based on the ticket a registrant selects on your Registration page. Each checkout form can have specific optional and required questions and follow-up questions tailored to different audiences.
Before you begin...
To streamline the Checkout Form setup process, we recommend the following order of operations:
Decide how many checkout forms you need and map out the questions you want to ask on each, including follow-up questions.
Create checkout forms.
Assign stand-alone and initial parent questions to checkout forms as you create them.
If the question you're creating is a follow-up to another question, don't add it to the form during the creation process. We'll show you how to add follow-up questions later in this article.
Create a checkout form
In your Event navigation bar under 'Registration', click Checkout Forms, then click New Form.
On the new form page, enter the following information:
Although the Form name isn't visible to attendees, we recommend matching the name clearly to the form's content and purpose to help you remember which form is which. In the example image above, the form is called "Remote attendees".
Assign to tickets
Use the Assign to tickets drop-down to select the ticket type(s) this checkout form belongs to. When attendees choose any of the selected tickets, they'll be prompted to answer all the questions contained in the form.
Click the Add Question button to add stand-alone and parent questions to the form if you didn't already add them to the form when you created questions. To learn how to create questions, read our Create Questions article.
First Name, Last Name, and Email are part of every form by default.
Follow-up questions are a great way to ask registrants relevant questions and further streamline your checkout forms by showing or hiding questions based on registrant answers to previous questions. Not only does this make your registration process more efficient, attendees also won't be slowed down by questions that don't apply to them!
As you add follow-up questions to checkout forms, consider the following:
Each initial parent question can have up to 20 follow-up questions.
If needed, add a second tier of follow-up questions based on the answers to your first tier of follow-up questions. You can't add a third tier of follow-up questions.
Here's an example - A Single Select parent question asks to "Please specify your meal preference" with four choices — Vegan, Vegetarian, Gluten Free, and Meat. Depending on the answer, a follow-up question appears with applicable meal choices. If a registrant chooses Vegan, the follow-up question contains vegan meal options. If they choose Gluten Free, then the follow-up question has gluten-free options. If needed, add one more level of follow-up questions based on the meal option they select, as illustrated in the following screenshot.
A follow-up question can't be used more than once per checkout form. However, the same question can be used in more than one checkout form as either a parent or a follow-up.
Add follow-up questions to parent questions
Click the checkout form containing the parent question. Click the three-dot (⋯) icon next to the parent question and select Add follow-up question. In the modal that appears, enter the following information:
Click the Show when registrant selects drop-down and select the answer(s) that will reveal the follow-up question.
Select the follow-up question from the drop-down.
Click Add when you're done.
Click Save Changes when you're done. When you're done making changes, your checkout form is ready to go. 🎉
Manage follow-up question structure
On the 'Edit Checkout Form' page, click the Settings (⋯) icon next to a question. Depending on whether the question is the initial parent or follow-up, here are the actions you can take:
Edit Follow-up (Follow-up only) - Edit the selected answer(s) to the previous question and change the follow-up question that appears based on those answers.
Unlink from parent (Follow-up only) - This option detaches the follow-up question from the parent question and moves it to a parent position.
Remove question - Remove the question from the checkout form.
Add follow-up question - Configure the criteria and the question that appears based on the selected answer(s).
Manage checkout forms
The Forms tab lists the Default Form and other custom checkout forms in the order you created them. Click the Settings (⋯) icon next to a custom form to edit, clone, or delete it.
When editing a form, rename the form, change the assigned tickets, and click and drag the six-dot icon to change the order of questions in the form. Click the Settings (⋯) icon next to a question to remove it from the form.
Cloning a form copies all of its questions and the order they're in, but not assigned tickets.
When you delete a form, associated tickets are automatically assigned to the default form. No registrant answers to questions are deleted when you delete a form.
Checkout forms in practice
When a registrant selects a ticket and clicks the 'Get ticket' button, they're shown the form assigned to their chosen ticket. Within the form, the actions attendees take to answer questions depends on the question type. In general, actions include:
Checkbox selection (Multi-select type questions)
Dropdown selection (Single-select type questions)
Radio button selection (Single-select type questions)
Read our article about creating questions for a detailed overview of question types.
To help you understand how each question appears to attendees, the screenshot below shows a Registration form in a web browser with generic field labels for all question types.
Now that you know all about creating and managing checkout forms, you're free to start focusing on launching and promoting your registration!
Questions? Chat Us or Email email@example.com