Creating and Using Post Registration Forms

If you would like to access information from attendees after they have registered, look no further than PheedLoop’s Post Registration Forms. Event administrators are able to create custom forms and link them to a sequence which will follow after an attendee has completed a registration. 

These post registration forms can be individualized to a specific ticket or just one form linked to multiple tickets.

Note -  this requires you to use the new member portal which you can read about here. This is also a feature where the individual will fill out the form after the initial registration. If you would like this information to be filled out during the registration, use the Ticket Form.

1. Creating Post Registration Forms

1. From the Event Dashboard, navigate to Advanced > Custom Forms
2. Above the custom forms table, select Create
3. Under Name, fill out the name of the form
4. Under Category, select General Survey
5. Select Add Question, then choose the type of question you would like to ask
6. Toggle on the Required checkbox, if you would like this question to be required
   1. Toggle this off to make the question optional.
7. Under Name, fill out the question itself
8. Select Save Changes, after the question(s) have been created

2. Adding Post Registration Forms to Tickets

1. From the Event Dashboard, navigate to Registration > Tickets
2. Select a ticket you would like to add a post registration form to from the list
   1. Or, above the ticket table, select Create.
3. In the ticket editor form, navigate to Connections
4. Under Post Registration Forms, select the custom form you created with the intention of being a post registration form
5. Select Save Changes

3. Testing Post Registration Forms

1. From the Event Dashboard, navigate to Event Portals > Event Website
2. From the Event Website, navigate to Register Now
3. Go through the registration process as an attendee would
4. Navigate to the email inbox of the email you registered with
5. Open the email with the name of the post registration form
6. Select Complete Form Here
   1. The attendee will be sent to their Member Portal > Form Assignments

4. Accessing the Post Registration Data

4 (A). Creating a Post Registration Report

1. From the Event Dashboard, navigate to Data & Reports > Custom Reports
2. Above the custom reports table, select Create
3. Under Report Type, select Form Responses
4. Under Name, fill out the name of the report
5. Under Fields, select Responses, Attendee - Full Name, Attendee - Email, and more
6. Under Form, select the post registration form you created
7. Select Save Changes

4 (B). Downloading the Post Registration Report

1. From the Event Dashboard, navigate to Data & Reports > Custom Reports
2. Select a custom report you would like to download from the list
3. Above the custom report table, select Actions > Generate Report
4. Select Download Previous Report
   1. Depending on the size of the report you may need to refresh your browser for this button to appear beside the custom report in the list.