Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

  • turn up at your event

  • complete a form to provide you with their contact details (which saves their details in your Contacts)

  • complete a Self Check-In Form to log their attendance (which includes their attendance in Reports)

How it works

Click to expand

...

Stage

How to do it

Create 2 contact forms

image-20240125-084753.pngImage Added
  1. Create 2 contact forms, one for the Referrer and one for the Event GuestCreate a Contact Form

  2. Add each of those Contact Forms to a project, i.e. Add a Contact Form to a project

    1. add the Referrer contact form to a Referrer’s project

    2. add the Event Guest contact form to a project you’re using to manage those events

Add those 2 Contact Forms to a Signup Page

image-20240125-085149.pngImage Added

Create a 2-page Signup Page that includes a survey after the contact form

You add that Signup Page to your event

image-20240125-085231.pngImage Added

Turn on Self Registration for New Guests

Publish the Signup Page on your website

image-20240125-085310.pngImage Added

Embed a Public Signup Form in a website powered by Wordpress, Squarespace, Drupal or another CMS (Content Management System)

image-20240125-085335.pngImage Added

The Signup Page is then completed by the Referrer who adds

  • their own details

  • but also the details of the event guest

See how people can signup for your event using your event's signup page

Stage 6 - Part 1

image-20240125-085433.pngImage Added

Filter contacts by Events Invited To

Stage 6 - Part 2

image-20240125-085453.pngImage Added

Filter contacts by Events Invited To

Stage 6 - Part 3

image-20240125-085504.pngImage Added

Filter contacts by States (Lists) per Project

Get started with Self Registration for New Guests

...