Adding custom questions to event sign-up

It's super easy to add your own custom questions to the form that people complete when signing up for one of your events; ideal for soliciting all that extra essential information you need prior to the event, making event planning and management even easier.

In this article

Introduction
Adding event questions
Question response 'types'
Managing event sign-up question responses

Introduction

If you're offering catering at an event, you'll likely need to know about any special dietary requirements or intolerances of those signing up. Or maybe you're running a conference and you want to know the preferred media format delegates want your conference materials provided in or the choice of seminar they would like to attend. Get really creative and solicit feedback on how people heard about your event or invite people to opt in to join your mailing list to be kept informed about other events. And for events involving children and young people, ask your all-important parental consent type questions.

Custom event questions are perfect for soliciting all the pre-event information you need from your event sign-ups in order to plan and deliver your event.

Adding event questions

In order for event questions to be surfaced on the Event Page, Sign up through Event page must be enabled in the event's Sign Up settings. There are additional Sign Up options to enable Sign up through My ChurchSuite and Sign up through Connect/Embed.

Next, working within the event's "View" page, click into the Questions tab and click Add question.

On the Add questions pop up, add your question Name (max 250 characters), suitably phrased, and select the question Type (see next section for further explanation of the types). You can optionally set the question as Required. For sequence events where 'Sign up to the sequence' is disabled, optionally tick to Add to sequence. Finally, click Save to add the new question.

Depending on the question Type selected, you will add one or more Options from which the person signing up will select. Notice that Options can be re-ordered if necessary.

Continue adding questions as required. You can return to the event's Questions at any time if you need to make changes. Notice the options to change the Order that questions appear on the sign-up form, and the options to Edit, Delete and View changes.

Important!

Extreme caution should be exercised when making subsequent changes to event questions where there are already sign-ups for the event. Changing a question's response Type to a type with a different data format will result in loss of existing question responses for that question. Similarly, deleting a question will delete all responses for that question for all existing sign-ups.

Caution should also be exercised when adding, removing or re-naming response type Options after sign-up has begun. Doing so will affect existing sign-up question responses and may result in loss of sign-up response data.

Question response 'types'

  • Single sentence - ideal where a short, 'free text' response is needed.
  • Paragraph - ideal where longer 'free text' responses are needed.
  • Drop-Down List - create a defined list of Options from which a single option is selected. The first Option response is the default pre-selected response. If the question is 'Required', no default is pre-selected; instead a "Please select" is displayed. Drop-down lists are recommended where you have more that 5 options.
  • Checkbox List - create a defined list of Options from which multiple options or no options can be selected.
  • Radio List - like drop-down list; create a defined list of Options from which a single option must be selected. The first Option response is the default response. Radio lists are recommended where you have 5 or fewer options.
  • Date - using a date picker, gather an all-important date, such as a date of birth. The date picker format is region-specific.

Managing event sign-up question responses

Event question responses are retained against each sign-up in your event Sign-Ups list. You can easily drill down to see individual responses to event questions. Question responses are also included in the sign-up confirmation email that is sent to the person signing up and in the sign-up notification sent to event overseers (if enabled).

You can view the detailed sign-up list at ant time, including custom questions responses, using the View all signups option; using the Download sign-up list option allows you to export the list of sign-ups with question responses in CSV file format. This report is helpful for event overseers and your events team, so they can plan or prepare accordingly.

You can filter the list of Sign-Ups using the filters at the top of the sign-ups list, including by event question responses.

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