Assigning Online Forms

If you wish to have an Online Form display in the registration process, you will need to attach it to the specific session or the sessions.

To attach a form to a session, take the following steps:

1. Click Sessions.
2. On the Session Summary Dashboard, click on the session you wish to adjust.
3. Go to the Components tab.
4. Click Add Forms.
5. Check the box next to the desired form(s) and click ADD SELECTED.
6. Use the Drag Handle to click and move forms to the desired place in the Registration Pages.

Form Tracking

You can track whether attendees have completed specific forms. This has several advantages:

• Tracking allows for easier reporting on form status.
• Tracking displays an alert on an account where the form is not complete.
• The Primary Contact can see this alert if the Online Form is set to be visible to the public.

To add Form Tracking to a session, take the following steps:

1. Click Sessions.
2. On the Session Summary Dashboard, click on the session you wish to adjust.
3. Go to the Components tab.
4. Click Add Items under the Additional Items section.
5. Click Required Form Tracking.
6. Check the box next to any form you wish to track and click ADD SELECTED.