Adding questions to event sign-up

In addition to being able to customise the standard questions on an event's sign-up form, you can add custom questions for people to complete when signing up for your event, making it easy to solicit all the essential information you need before the event, and making event planning and management even easier.

In this article

Introduction
Customising the fixed questions
Adding custom event questions
Managing event sign-up question responses

Introduction

If you are offering catering at an event you'll likely want to know about any special dietary requirements or intolerances of those signing up. Or maybe you're running a conference and need to know the preferred media format delegates want your conference materials provided in, or the choice of the seminar they would like to attend. Or get 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, you can customise the questions to make it clear whether you require parent or child sign-up details and ask your all-important parental-consent questions.

Essentially you can customise the sign-up user experience to collect all the pertinent information you need from your sign-ups to plan and deliver your event.

Customising the fixed questions

For an event with 'sign-up enabled', four default fixed questions are shown on the event page - name, email, phone and notes. You can Edit these fixed questions, perhaps to 'require' certain information from sign-ups or change the fixed question labels to better suit the event audience, or hide a fixed question that isn't necessary for your event.

For example, the Name question can be customised e.g. perhaps a Child Name may be more suitable for your event. A signup's name is always Required, so this field is always Visible.

The Email question can be customised - perhaps renamed to suit your event e.g. Parent Email. Remember, an email address is required for sign-up confirmation emails to be sent; however, you can set this field as Not required (no confirmation will be sent if the email address is left blank), or always Required, including for additional sign-ups added to the form, or only Required for first sign-up, but optional for additional sign-ups. The email field is always Visible.

The Phone question can be customised - perhaps renamed to suit your event e.g. Parent Phone. This question can be optionally set Hidden or set Required.

And finally, the Notes question can be customised - perhaps renamed to something more suited to your event - or even set Hidden if you don't want that option on the form.

Adding custom event questions

Working from the event's "View" page, and for an event with 'sign up' enabled, click into the Questions tab and click Add question.

On the Add question pop-up, enter your custom question Name (max 250 characters), suitably phrased, and select the question Type (see the related support article for further explanation of question response 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, without affecting existing sign-ups.

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 custom questions appear on the sign-up form, and the options to Edit and Delete questions. While event questions can be added to an event sequence, once added they can only be edited or deleted on an event-by-event basis; it's not possible to edit or delete an event question and apply that change to other dates in a sequence.

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 the loss of existing question responses for that question. Similarly, deleting a question will delete all responses for that question for all existing sign-ups.

While existing response Options can be safely re-ordered, caution should also be exercised when adding, removing or re-naming response 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.

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 any 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 a 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 Advanced Search filters, including certain event Question responses.

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