Add Third-Party Forms

Created on:
Updated on:

Forms help you track paperwork that you need from your attendees, such as liability releases and rental agreements. These forms are available for download to your attendees when they register, in confirmation emails, and from reminder emails.

Check out this video on how to add forms to your event for follow the steps below.

 

From the Forms tab in your event, click New Form and fill out the form information. You can upload a PDF form or choose a People Form, which links information to your database.

forms tab

When a person registers, they can download the form or complete the form online by clicking the appropriate link.

download form

They'll also receive the form in their confirmation email.

Confirm Download Form Completion

If someone completes a People Form, the completion will automatically be marked on their registration. A downloaded form, however, needs to be manually marked when it's turned in.

From a person's registration, check the box next to the form to mark it as complete.

individual registration

Send Reminders

Send a reminder email to an individual or all attendees who haven't turned in their form. The email will have a link to the form they need to complete.

Remind an Individual

From the registration, click Email, and then choose Form Due Reminder.

send email

You can enter a personalized message to send to the attendee as well.

Remind All Attendees at Once

To send a reminder to all who need to fill out forms, go to the Registrations tab and select the envelope to choose Form Due Reminder.

send email

Select which attendees to receive the reminder email, and add a personalized message.

Was this article helpful?
1 out of 1 found this helpful