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How to manage and edit forms

How to edit forms

Forms are a great way to collect participants’ details and they are now easier than ever to manage.

This tutorial covers:
  • Exporting registration data
  • Adding a field to your form
  • Editing a field in your form
  • Deleting a field in your form

To get started

From your Dashboard, click to Edit the event in question. Hover over the Registration and Forms tab on the left hand side, and select the form you would like to edit from the sub-menu. This brings you to the Manage Form page.

 
Exporting registration data or running a registration report
  1. In the Manage Form page under Form Entries Table you will see all registration entries listed. To export a full list of entries, click the Export Entries icon (picture of a spread sheet)
  2. Follow the prompts to download an excel spread sheet of all registration entries, including test registrations
 
Adding a field to your form
  1. In your Manage Form page on the right hand side, select the Edit Form button

  2. In the Add Fields section on the Right hand side of the next page, select the type of field that you wish to add.
  3. This field will be added to the bottom of the page. Scroll to the bottom, click and drag the field to the area that you would like it be in
  4. Edit the necessary details
  5. Click the green Update Form button to save changes
 
Editing a field in the your form
  1. In the Manage Form page on the right hand side click the Edit Form button
  2. Here you will see all of the fields within the form. To edit a field, hover over it and click Edit to open the field settings

  3. Make any necessary changes to the field’s Label or Description, and click Close to close the settings
  4. Click the green Update Form button to save changes
 
Deleting a field in your form
IMPORTANT: Please review the tutorial notes on deleting fields before continuing. You can only delete fields if there are no entries to the form
  1. In your ‘Manage Form’ page, on the right hand side click Edit Form button
  2. Hover over the field that you would like to delete and click Delete
  3. Click the green Update Form button to save changes
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