Forms

Pre-Requisite

To use the new Forms UI, you must have the updated Events January 2025 Salesforce release.

Forms UI

The new Forms UI is fully integrated into the Events package, offering a seamless, user-friendly experience for creating and managing Forms. The updated interface simplifies workflows, enhances functionality, and delivers powerful new capabilities to Event Organizers.

Use the new Forms UI for a variety of scenarios including:

• Conferences: Build detailed Forms with conditional logic that adapts to Attendees’ preferences, such as Session selection or dietary requirements.

• Workshops: Create multi-page Forms with nested questions that reveal specific options based on user input.

• Community Events: Simplify group registrations with dynamic Forms that cater to different Attendee types.

Improved Functionality

Nested Conditional Questions

• Build dynamic Forms with conditions nested multiple levels deep.

• Automatically reveal or hide questions based on Attendee input, enabling highly customized workflows.

Drag-and-Drop Reordering

• Reorder questions and nested conditions visually using drag-and-drop functionality.

• Ensure a logical flow to your Forms, reducing Attendee confusion.

Enhanced Preview Interface

• View Forms exactly as they will appear to Attendees.

• Navigate and verify nested conditions effortlessly.

Clone Forms

• Duplicate entire Forms or configurations to save time and maintain consistency across Events.

Expand/Collapse Navigation

• Expand or collapse sections of complex Forms for easier navigation, editing, and management.

User-Friendly Design

• Drag-and-drop tools, streamlined previews, and clear navigation make form creation intuitive for users of all skill levels.

About Forms

Forms can be used during three different stages of an Event: pre-registration, post-registration, and post-event (survey). You can decide the format of a question and if it is optional or dependent on the answer to a different question.

The answers to these questions can help you create a unique experience and give you an insight into the voices and opinions of your Attendees.

Pre-Registration

The pre-registration Form or questions appear during the registration process.

• Pre-registration Form Elements can be added at the Event level or to individual Event Items but not both. If they are added to both, there will be duplicate questions on the registration form.

• Pre-registration Form Elements set at the Event Item level can also be used with Visibility Control to ask specific questions to specific Attendees.

Post-Registration

Post-registration questions are sent to invited or registered Attendees via their AttendeeLink.

• Post-registration Forms are presented to Attendees after they register for an Event. Attendees can access these questions by clicking their AttendeeLink.

Surveys

Post-event questions are sent after the Event is over and give Attendees an opportunity to provide feedback about the Event.

• Surveys can be added to the Event, Event Item, or Attendee records.

• Surveys can be sent automatically by using the process builder or a flow.

About Form Elements

A Form Element contains the question(s) in a Form. There are 14 types of Form Elements.

• Big List Group - use for very large picklists with thousands of options like postal codes.

• Checkbox - ask a question that can be answered with a check.

• Date - ask your Attendees to enter a specific date.

• Divider - add a blank space between questions or include more information

• Email - ask your Attendees to enter an email address.

• File Upload - ask your Attendees to upload a specific type of file.

• Hidden - use to map a hidden Form Element to a field on a different object.

• Multi-Select Picklist - allow your Attendees to select multiple answers

• Number - ask your Attendees to enter a certain type of number.

• UTM Parameter - add tags to a URL to create Google Analytics data.

• Picklist - ask your Attendees to select one answer from a list of options.

• Text - ask your Attendees a question that requires a written answer.

• Text (30,000) - ask your Attendees a question that requires a very long response.

• URL - ask your Attendees to enter a URL that answers your question.

Click here for information about setting up the Form Element types.

Form Element Fields

The following fields are on the Form Element object.

Type - defines the type of question you want to ask.

Required - defines whether the question is required.

Question - defines the questions you want to ask your Attendees.

Supplemental Question Information - this information helps clarify the question in the Question field. It appears below the primary question and can include any rich text, such as hyperlinks, colors, and formatting.

Maps To (Object) - defines where the Attendee's answer will go. If you select "Contact" from this picklist, the Attendee's answer will be defined on the Contact object.

Maps To (Field) - defines the field on the object where the Attendee's answer will go. If you set Maps To (Object) to Contact and select "City" from the picklist, the Attendee's answer will be stored in the Contact’s City field.

Default Value - defines the default value for a picklist, text field, etc. when an Attendee opens the registration form.

Default Checkbox Value - defines the default value (checked or unchecked) for a checkbox question.

Hint - defines the help text for the question.

When should this question show? - defines whether to add conditional questions.

Conditional Questions

A conditional question is a Form Element. The answer to a conditional question determines which question (Form Element) will be asked next. This type of question can include multiple levels of nested conditional questions, giving Event Organizers the ability to gather complex information.

The following types of Form Elements allow for conditional questions, including multiple levels of nested conditional questions.

• Checkbox

• Date

• Email

• Multi-Select Picklist

• Picklist

• Text

• Text (30,000)

• URL

Click here to create a Form with Form Elements.