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Create Checkout Forms and Questions
Create Checkout Forms and Questions
Configure the questions registrants answer after they choose a ticket
Daniel Murphey avatar
Written by Daniel Murphey
Updated yesterday

Gathering data on your attendees is critical to your event's success, and Webex Events makes it easy to ask any kind of questions you may need and even insert links into the questions. Checkout forms let you customize which optional and required questions registrants answer after they select a ticket on your Registration page.

💡 Keep in mind, you must create at least one ticket and publish Registration to configure checkout forms.

Screenshot of a checkout form on the Registration page.

To streamline the Checkout Form setup process, we recommend the following order of operations:

  1. Once you've created tickets, make your checkout forms.

  2. Create questions.

    1. If you intend to ask a question as a follow-up to another question, don't add it to the form yet. We'll show you how to add follow-up questions later in this article.

    2. We recommend assigning initial "parent" questions to checkout forms as you create them.

💡 Keep in mind, if you'd like registrants to select which group(s) they'll be part of, you should hold off on making checkout forms until you've created the Groups in your Event App.

Create a Checkout Form

In your Event navigation bar under 'Registration', click Checkout Forms, then click New Form.

Screenshot of the New Form button in the Checkout Forms page.

On the new form page, enter a Form Name. Although this name isn't visible to attendees, we recommend matching the Form Name clearly to the form's content and purpose to help you remember which form is which. For example, you could name a form specifically for remote attendees something like "Remote Attendees".

Screenshot of the New Checkout Form page.

Use the Assign to drop-down to select the ticket type(s) this checkout form belongs to.

If you've already 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, click and drag the six-dot cluster next to a question to change its position in the form.

💡 Keep in mind, you must create new questions from the Checkout Form page's Questions tab.

Click Save Changes when you're done. Your checkout form is ready to go. 🎉

Manage 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. The Default Form Settings menu lets you edit or clone it.

Screenshot of the settings menu for a custom checkout form.

Cloning a form copies all of its settings and information to a new form except for assigned tickets.

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

Create questions

Now that you've created your checkout forms, add questions to gather additional registrant information. Click the Questions tab, click the New Question button, and select a question from the list.

Screenshot of the New Question button in the Questions tab.

Question categories

The list of Questions contains four categories: Attendee, Custom, App Integration, and Accounts. Let's go over each type.


Answers to Attendee type questions populate the corresponding fields on attendee profiles, and attendee profile information syncs directly to Onsite and your Event App or Community. Make these questions required in your Checkout Form to ensure that everyone's networking profiles are filled out before event day.

💡 Keep in mind, while you can't delete the default First Name, Last Name, and Email type questions, you can edit them.


💡 Keep in mind, you can add Custom type question answers to the Check-in page in Webex Events Onsite. Ask for information crucial to checking in during the registration process so event staff don't have to ask for it during check-in.

Screenshot of a Custom question on a registration Checkout Form.

Custom questions are extremely flexible and let you ask nearly anything you need to. Options include:

  • Short Text — This field has a maximum of 100 characters and is great for short-answer questions.

  • Long Text — This field has no character limit and is useful for longer, open-ended questions.

  • Checkbox Select — Add a multiple-choice question in which registrants check one or multiple checkboxes.

  • 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 select only one.

  • Dropdown (Single) — Add a list of options where registrants can select only one.

  • File Upload — Registrants click the File Upload button and then select a file stored on their device. To review and download files uploaded by registrants, go to their profile in the Attendees tab.

    • Registrants can upload common document file types (PDF, docx, xlsx, etc.) and image types (JPEG, PNG, GIF, TIFF, etc.).

    • Registrants can't upload videos, installation files, or zipped folders.

  • 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 appears on the attendee's Registration profile, not their Event App profile.

To access answers to Custom type questions, open an attendee's Registration profile or export the Attendees Report from the Event Registration Metrics tab.

App Integration

If you've set up groups in your Event App, 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 more details about what groups can do, read our guide to using groups.

  • Groups Dropdown — Registrants can choose a single group. This assigns the registrant to the group in the Event App after they pay for Registration.

  • Groups Multiple Choice — Registrants can choose multiple groups. This assigns the registrant to each chosen group in the Event App after they pay for Registration.


Adding Accounts type questions to your checkout form lets registrants show their social media, phone number, and other account information in their Event App profiles.

Configure a question

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

Screenshot of editing a Single Select question.
  • 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 drop-down to choose which checkout form(s) this question should appear in. If you're creating a follow-up question, leave this field blank for now.

  • 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 Webex Events 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 for attendees to 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.

Screenshot of editing a Single Select question.

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

Screenshot of the Select Groups drop-down menu.

When you're done, click Save Changes.

Continue to add questions as needed. Consider adding multiple occurrences of each question if you want to tailor each form individually. This is useful for situations like providing forms in multiple languages or adjusting the Label and Description based on the intended registrant type for a particular ticket.

Configuring follow-up questions

Follow-up questions are a great way to ask registrants relevant questions and further streamline your checkout forms. When you configure follow-up questions, you have the power to show or hide questions on your checkout forms 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!

Recommendations and considerations

We highly recommend mapping out the structure of your parent and follow-up questions before you start configuring them in the Webex Events platform. This will help you stay organized and inform your overall strategy. We've created a downloadable slide deck linked at the end of this article. It has a couple examples and templates to help you get started.

As you map out questions, keep the following considerations in mind:

  • You can add follow-up questions to these question types:

    • Checkbox Select

    • Single Select

    • Dropdown (Single)

    • Groups Dropdown

    • Groups Multiple Choice

  • Each initial, or "parent" question can have a maximum of 20 follow-up questions.

  • If needed, you can add a second tier of follow-up questions based on the answers to your first tier of follow-up questions. However, you can't add a third tier of follow-up questions.

    • Here's an example - A Single Select parent question asking 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, you can add one more level of follow-up questions based on the meal option they select, as illustrated in the following screenshot.

      Annotated screenshot of questions with follow-ups. The annotations show which follow-ups have which tiers.
  • 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 a follow-up question

First, create all parent and follow-up questions in the Questions tab. Remember to only assign parent questions to checkout forms. Leave the 'Assign to field' blank for all follow-up questions.

After you've configured all your questions, go back to the Forms tab and click the checkout form containing the top-level parent question. On the next page, click the Settings () icon next to the parent question and select Add follow-up question.

Screenshot of the Add follow-up question option in the Settings menu for a top-level question.

In the modal that appears, click the Show when registrant selects drop-down and select the answer(s) that will reveal the follow-up question, then select the follow-up question. Click Add when you're done.

Screenshot of the process just described.

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 a parent or follow-up, here are the actions you can take:

Screenshot of the Settings Menu
  • 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 question that appear based on the answer(s) selected.

    💡 Keep in mind, you can add a second tier of follow-up questions based on the answers to your first tier of follow-up questions if needed. However, you can't add a third tier of follow-up questions.

Manage questions

The Questions tab contains all of the questions you've added. Click the Settings () icon next to a question to edit, clone, or delete it.

💡 Keep in mind, while you can edit certain aspects of the questions you've created, it's not possible to update the question type for an existing question. For example, you can't change an existing Single Select question to a Checkbox Select type question.

Screenshot showing the expanded settings menu for a question.

⚠️ 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 that you know all about adding and managing forms and questions, you're free to start focusing on launching and promoting your registration!

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