This article will show how to add custom questions for events to collect information from registrants.
Note: Anything (except for name and description) set up at the Registration Tool Level will become the default for all events created in this tool!
Required access:
You will need the Registration Administrator or Administrator access level.
How to get there:
- Go to Admin > Member Management
- Select Registration Tool Manager
Steps to be taken:
- Click Setup next to the Registration Tool you would like to add custom questions to.
- Under General, make sure Hide Comments is set to No to display the questions.
- Under Advanced - General Settings, enter a number for Select number of Custom Questions to include.
- Enter your question next to Custom Question 1 Label.
- Select the Custom Question 1 Type
- Text is a short text box and is one of the most commonly used types
- Memo is a longer textbox where you can enter a note
- Phone is for phone numbers
- Take note, there is a known issue with this type of dropdown on the JL App. It is compatible with Android, but not iPhones. As a workaround, instead of using the "Phone" type, please use "Text".
- YesNo Dropdown displays Yes and No
- Custom Dropdown allows you to enter custom values as a semicolon separated list
- By choosing this option, the Custom Question Custom Dropdown field will appear where you can enter your options separated in a semicolon (ex) Appetizer; Entree; Dessert
- This is the only type that will display Allow Edit Custom Question Response, which allows Members to edit their comments. It will make any comment made by admins in an event visible to the end user?
- Choose whether the question is a required next to Custom Question 1 - Is Required?
- Enter instructions for Custom Question 2 Instructions (optional)
- Scroll to the bottom of the page and save your changes. The custom questions will appear for all events tied to the Registration Tool.
- To view the responses, go back to Admin > Member Management > Registration Tool Manager
- Click on Manage next to the registration tool where your event was created.
- Choose the registration tool you want to view responses for by clicking on the person icon under the Attendees column.
- On the Attendance page, click on View under Comments.
Custom Question Report
- On the Attendance page, click on Reports > Event Reports.
- Find Custom Question Report to see a list of all the comments.
Deleting a Custom Question
- Take note, if you change the number in the Select number of Custom Questions to include, the text entered in Custom Question fields such as Label, Type, Is Required and Instructions will remain. If you want to fully delete a custom question, clear the text in these fields or choose "Select..."