How can I request information from registrants post-registration?

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.

Please note, post registration forms require access to the Member Portal in order to use.

Contents

• 1. Creating Post Registration Forms
• 2. Adding Post Registration Forms to Tickets
• 3. Testing Post Registration Forms
• 4. Accessing the Post Registration Data
  • 4 (A). Creating a Post Registration Report
  • 4 (B). Downloading the Post Registration Report

1. Creating Post Registration Forms

1. From the Event Dashboard, navigate to Advanced > Custom Forms and above the custom forms table, select Create

2. Under Name, fill out the name of the form
3. Under Category, select General Survey
4. Toggle on the Portal Active checkbox
   1. If toggled off, the form will not be visible in the Member Portal
5. Select Add Question, then choose the type of question you would like to ask
   1. To learn more about the Question Types available for Custom Forms, please review our Using Different Question Types for Custom Forms article.
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 and select a ticket you would like to add a post registration form to from the list
   1. Or, above the ticket table, select Create.

2. In the ticket editor form, navigate to Connections and under Post Registration Forms, select the custom form you created with the intention of being a post registration form
3. 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

2. Go through the registration process as an attendee would
3. Navigate to the email inbox of the email you registered with
4. Open the email with the name of the post registration form
5. 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 and above the custom reports table, select Create

2. Under Report Type, select Form Responses
3. Under Name, fill out the name of the report
4. Under Fields, select Responses, Attendee - Full Name, Attendee - Email, and more as needed
5. Under Form, select the post registration form you created
6. Under the Start Date and End Date fields, enter a date range to filter form responses
   1. Leave this field blank to not filter results.
7. Select Save Changes

4 (B). Downloading the Post Registration Report

1. From the Event Dashboard, navigate to Data & Reports > Custom Reports and select a custom report you would like to download from the list

2. Above the custom report table, select Actions > Generate Report

3. 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.