Collecting Custom Information within a Call

PheedLoop’s Proposal system collects the default information for the Sessions and Speakers found within the Event Dashboard. However, if your event requires additional or customized information from applicants, we recommend utilizing the Custom Form feature to tailor the submission process to your specific needs.

Please note, any information requested in the Custom Form should only be applicable to the Call. Any custom information collected will not be natively associated with the Session if it is accepted. If you would like information to be immediately associated with the session, we recommend using the default fields such as the Description or Learning Objectives fields to achieve this result.

Contents

• Creating the Custom Form
• Assigning the Custom Form
• Conclusion

Creating the Custom Form

1. From the Event Dashboard, navigate to Advanced > Custom Forms
2. Select Proposal Application

3. Under the Name field,
4. Under the Category field, ensure General Survey is selected
5. Under Description, enter a description for your form
6. Select Add Question to create your custom questions
7. Please refer to our Using Different Question Types for Custom Forms article for more information on the different Question Types available.
8. Once all your questions have been created, select Save Changes to save your form

Quick tip - you can have different custom forms for different calls. This is useful for separating responses from different forms.

Assigning the Custom Form

Once the form is created, you can assign the form to the Call.

1. From the Event Dashboard, navigate to Proposals > Calls
2. Select the proposal you wish to assign the form to
3. Under the Custom Form field, select your custom form
4. Select Save Changes

Conclusion

Custom Forms in PheedLoop provide a flexible way to collect additional information from proposal applicants, helping you tailor the submission process to your event’s specific requirements. While default fields ensure key session and speaker data is directly linked to the Event Dashboard, Custom Forms are ideal for gathering supplementary details unique to each Call. Keep in mind that data collected through Custom Forms won't be automatically associated with the session upon acceptance. For information that needs to appear within the session itself, it's best to use the available default fields. By combining both approaches, you can create a smooth and comprehensive proposal experience.