Creating and using custom form templates

Created on 08 Apr 2025

Custom form templates allow you to collect specific information from attendees when they register for your events. This guide explains how to create and use form templates for different purposes across your events.

What are form templates?

Form templates are reusable sets of questions that you can attach to various touchpoints in the customer journey. Once created, these templates are saved to your organiser account and can be used across all your events.

Types of form attachments

You can attach forms to:

• Checkout forms: Collect information once per order (applies to the entire purchase)
• Ticket type forms: Gather details from each individual ticket holder
• Waitlist/pre-registration forms: Capture information from people before tickets go on sale
• Event forms: Collect post-event feedback or other survey information

Building a form template

1. Navigate to form templates from your organiser menu
2. Select "Create template"
3. Name your template (e.g., "VIP Ticket Information" or "Post-Event Survey")
4. Select the appropriate type (checkout, ticket types, etc.)
5. Add your questions using the form builder
6. Save your template to your organiser's library

Adding questions to your form

When building your form, you can add various question types:

• Short text responses
• Paragraph text for longer answers
• Multiple choice questions
• Checkbox options
• Dropdown selections
• Star rating widget

For each question, you can mark fields as required or optional.

Attaching a checkout form to an event

1. Go to your event management page and edit your event
2. Scroll to the Checkout form section
3. Select your saved form template
4. Confirm your selection

Responses can be viewed and exported from the Charges section of your event

Attaching a form to a ticket type

1. Go to your event management page, click ticket pricing
2. Edit or create a new ticket type that you would like to attach a form to
3. Scroll to the Data collection section
4. Select your saved form template
5. Confirm your selection

Responses can be viewed and exported from the Attendees section of your event

Attaching a form to a waitlist

1. Go to your event management page, click Waitlists
2. Edit or create a Waitlist that you would like to attach a form to
3. Scroll to the Data collection section
4. Select your saved form template
5. Confirm your selection

Responses can be viewed and exported from the registrations page of your Waitlist

Attaching a form to an event form

1. Go to your event management page, click Event forms
2. Edit or create a new Event form that you would like to attach a form to
3. Scroll to the Form template section
4. Select your saved form template
5. Confirm your selection

Responses can be viewed and exported from the Event forms section of your event

Managing responses

All form responses are stored in your organiser's database and can be:

• Downloaded as CSV or Excel files
• Viewed within the platform
• Filtered by date, event or question

Tips for effective forms

• Keep forms concise to improve completion rates
• Only request essential information
• Group related questions together
• Test your form before publishing
• Consider privacy requirements when collecting personal data

For more help with custom forms, contact our support team.