Create and manage event registration forms
Table of Contents
Event registration forms can be used for campus events to help candidates register for an event.
Use cases
- Event coordinators who want to create registration forms that can be utilized without an internet connection.
Create an event registration form
Users with full access to the Event Registration Forms permission can complete the below steps.
- Select All Apps in the top left corner of the header and then Events from its drop-down menu.
- Select the Event Settings button at the bottom of the Events page’s left panel.
- From the left panel of the Event Settings page, select Event Registration Forms.
- Select the + Create New Form button in the upper-right corner of the page.
- When the form opens, enter a name for your form.
- The form will be pre-populated. You can adjust whether these sections are required and/or add conditions to them.
- As needed, add additional questions that are important to include in the registration experience by clicking the plus icon listed after the pre-populated sections. Available question types include:
- Area of Interest: This question type forces you to select groups that will be presented to the candidate to choose from in the conversation. Once the candidate makes a selection, they will be assigned to that group. The candidate will need to send a response that matches a value in the list in order to move to the next question. This question type will always be sent as a list select. After selecting the necessary groups, the default message added to the question field will be: Thanks #candidate-firstname. Please select one of the following areas of interest:
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Location Selection: This question type forces you to select locations that will be presented to the candidate to select from in the conversation. Once the candidate makes a selection, they will be assigned to that location. The candidate will need to send a response that matches a value in the list in order to move to the next question. When this question type is selected, there will be no default message added to the question field.
- Important Note: For accounts that have 6 or more locations selected for a Location Selection question, when a candidate enters an invalid response, the candidate’s default re-prompt message will be: “I’m sorry, I didn’t understand. Which city would you like to work in?” This is due to the fact that the system relies on a valid response to the location follow-up question before the custom reprompt messages are utilized.
- Communication Preference: If both phone number and email questions are added to this form, then this question type will be included in the list and will allow you to select the candidate’s preferred method of communication.
- Talent Community Opt-In (Talent Community): This question type will allow you to select whether the candidate wants to opt in to a Talent Community.
- Community of Interest (Talent Community): This question type must be added to the form if the Talent Community Opt-In question type is added. This question type will include all active communities as choices for a candidate to choose from in the conversation. However, in the event where the Recruiter wants a particular candidate or group of candidates to join a specific Talent Community, they should select the individual community from this dropdown.
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Custom Question: Provides a blank question that can be configured to collect the desired information.
- Note: You can only add a maximum of 300 question options.
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Resume Upload: This task will enable users to provide candidates with instructions to upload their resume to the form.
- Note: A resume upload can only be added to a section once there are no options for multiple responses. The upload does not support .cvs, .pptx, or .xlsx files.
- Display Text: Adding this task does not create any new input fields for a candidate. They can be used to provide further context, make announcements, relay additional information, etc.
- Update each question’s settings, as needed. Available functionality include:
- Answer Types:
- Single Select
- Multi-Select
- Short Answer
- Paragraph
- Dropdown
- Required Question setting
- Validation
- Conditions
- Field Mapping
- Duplicate Question
- Delete Question
- Answer Types:
- If you have the Multilingual feature enabled for your account, then you can utilize the language option by adding the preferred languages to the form.
- You have the option to preview the form before you finalize it. To do so, click the settings icon to the left of the Save button and then click Preview Form from its drop-down menu. A preview of the form will then open for you to review.
- Select Save to finalize the form.
- Toggle on the Inactive setting to activate the form and allow it to be tied to an event. If you are not ready for this form to be used in events, you can leave this toggle disabled.
- Click the back arrow in the top right corner of this form builder to return back to the Event Registration Forms list.
Activate or deactivate a form
Only active forms will be available to add to events. When creating a new event registration form, the form will be inactive by default. You can activate or deactivate a form by toggling on its Inactive/Active setting from:
- The Event Registration Forms list.
- Within the header of the Event Registration Form Builder.
Edit a form
From the Event Registration Forms list, click into the preferred registration form. This will open the Event Registration Form Builder, where you can make and save any necessary changes. Forms can be edited for all events, whether it is a past or upcoming hiring event.
When you select the Save button in the upper-right corner of the builder and you are editing an upcoming hiring event, then a confirmation modal opens, asking if you want to modify the form for an upcoming event. This ensures that the user understands that future candidates will be issued a different form than previously registered candidates.
Delete or duplicate a form
You can delete an event registration form that is set as Inactive by following the steps below:
- From the Event Registration Forms list, select the action menu, or ellipses, in the far right portion of the Event Registration Form card.
- In its dropdown menu, select Delete or Duplicate.
The event registration form is then deleted or duplicated.
- Note: Only event registration forms that are set as Inactive can be deleted.
Unable to delete a form
You cannot delete an event registration form when the form is added to an upcoming hiring event. If you attempt to delete an event registration form associated with an upcoming hiring event, the Action Cannot Be Completed modal will display with the upcoming events that uses the registration form. You must first remove the form from those events in order to delete it.
Important Notes:
- You can also not delete a form when the event registration form has been used by at least one candidate.
- If you attempt to delete an event registration form used by at least one candidate, the Action Cannot Be Completed modal will display.