Forms for Sessions

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The Forms for Sessions feature allows Event Organizers to tie questions, or a Form, to a single Session. This is especially helpful if you require specific information from Session Attendees, such as selecting an entree for a dinner.

Benefits

Customize the registration experience by asking questions of only those Attendees who sign up for a specific Session in the context of the Session-selection step.

Reduce the amount of time Event Organizers need to spend on follow-up activities, such as asking for entrée selections.

Use Cases

An alumni event includes a Session with a formal dinner. Event Organizers can ask only those Attendees who registered for the dinner about their entrée selection and if they have any table companion preferences.

An organization has planned a weekend event for its clients. One of the optional activities is an off-site gathering. With Forms for Sessions, Event Organizers can ask Attendees who select that Session to indicate whether they will use the provided shuttle or drive themselves.

A local healthcare organization offers different classes or Sessions as part of its community outreach. Before the Session starts, organizers would like to gather information about the participants’ level of experience with the topic.

Setup

When to Use Forms for Sessions

Forms for Sessions can only be used during the pre-registration or check-out phase of registering for an Event.

A Form attached to a Session will not be visible if a registered Attendee later goes to their AttendeeLink to register for a free Session. In this case, an Event Organizer must contact the Attendee to ask those questions.

The Session object includes the Form (conference360__Form__c) field which links a Form to the Session.

  1. Add the Form field to the Session object’s page layout.
    1. Go to Setup.
    2. Click the Object Manager tab.
    3. Locate and click the link for the Session object.
    4. Click the Page Layout tab.
    5. Click the layout you want to update.
    6. Enter "Form" in the search box.
    7. Drag and drop the Form field onto the page layout.
    8. Click Save.
  2. Create a Form. Important Note: As of August 2025, Conditional Questions do not work for Forms for Sessions.
  3. Add the Form to the Session’s Form field.

When an Attendee registers for the Event and adds the Session to their cart, they will see the questions that are related to the Session.

After they answer the questions from the Form and the checkout process, Salesforce will create a related Form Submission Answer record and link it to the correct Session.

The Blackthorn Events Form Submission record’s Session field will be populated with the related Session and tied to the Form Submission Answers.