Event Management
Custom Event Fields
Collect additional information from participants beyond the standard registration fields using custom fields.
Understanding Custom Fields
Custom fields allow you to gather specific information needed for your event. Examples:
- Dietary requirements for catering
- T-shirt sizes for merchandise
- Professional certifications
- Company information
- Emergency contact details
Field Types
Text Fields
| Type | Description | Example Use |
|---|---|---|
| Short Text | Single line input | Job title, company name |
| Long Text | Multi-line textarea | Special requests, bio |
| Email input with validation | Alternative contact email | |
| Phone | Phone number input | Emergency contact |
| URL | Web address input | LinkedIn profile, portfolio |
Selection Fields
| Type | Description | Example Use |
|---|---|---|
| Dropdown | Single selection from list | Country, department |
| Radio Buttons | Single selection, all visible | Gender, experience level |
| Checkboxes | Multiple selections | Interests, dietary restrictions |
Other Fields
| Type | Description | Example Use |
|---|---|---|
| Number | Numeric input | Years of experience |
| Date | Date picker | Date of birth |
| File Upload | Document/image upload | Resume, photo |
Creating Custom Fields
Add a Custom Field
- Go to your event dashboard
- Click Registration in the sidebar
- Click Custom Fields
- Click Add Field
Field Configuration
| Setting | Description |
|---|---|
| Label | Field name shown to participants |
| Field Type | Type of input (text, dropdown, etc.) |
| Required | Whether the field must be filled |
| Placeholder | Example text shown in empty field |
| Help Text | Additional instructions for participants |
| Options | For dropdown/radio/checkbox fields |
Example: Dietary Requirements
| Setting | Value |
|---|---|
| Label | Dietary Requirements |
| Field Type | Checkboxes |
| Required | No |
| Options | Vegetarian, Vegan, Halal, Gluten-free, No restrictions |
| Help Text | Select all that apply |
Field Levels
Order-Level Fields
Collected once per registration order. Use for:
- Billing information
- Invoice requirements
- Group registration contact
Ticket-Level Fields
Collected for each ticket/participant. Use for:
- Individual dietary needs
- T-shirt sizes
- Personal information
When to use each level
Use order-level for information about the person paying. Use ticket-level for information about each attendee.
Field Validation
Built-in Validation
| Validation | Description |
|---|---|
| Required | Field must have a value |
| Email format | Must be valid email address |
| Phone format | Must be valid phone number |
| URL format | Must be valid web address |
| Number range | Must be within min/max values |
| Character limit | Maximum text length |
Custom Validation
Set validation rules for specific requirements:
| Rule | Example |
|---|---|
| Minimum length | At least 10 characters for feedback |
| Maximum length | 500 characters for bio |
| Pattern | Specific format requirements |
Conditional Fields
Show or hide fields based on previous answers.
Example: Conditional T-Shirt Field
If ticket type = "VIP Package"
Then show "T-Shirt Size" field
Else
Hide "T-Shirt Size" field
Setting Up Conditional Logic
- Create the conditional field
- Click Add Condition
- Select the trigger field
- Set the condition (equals, contains, etc.)
- Choose show/hide behavior
Managing Custom Fields
Edit Fields
- Go to Registration > Custom Fields
- Click on the field to edit
- Modify settings and save
Editing published fields
Editing fields after registration has started may affect data consistency. Avoid changing field types or removing options.
Reorder Fields
Drag and drop fields to change their order in the registration form.
Delete Fields
Deleting a field removes it from the form. Existing data for that field is preserved in participant records.
Viewing Custom Field Data
In Participant List
- Go to Participants
- Custom field data appears in participant details
- Click on a participant to see all their responses
In Exports
Custom field data is included in participant exports:
- Go to Reports > Export Data
- Select Participants
- Choose which fields to include
- Export to CSV or Excel
Best Practices
Field Design
- Keep labels clear and concise
- Use help text for complex questions
- Group related fields together
- Mark truly required fields only
Data Collection
- Only collect information you need
- Explain why you're asking for sensitive data
- Consider privacy implications
- Be mindful of data protection regulations
Form Length
- Keep registration forms short when possible
- Too many fields can reduce completion rates
- Use conditional fields to hide irrelevant questions
Common Custom Fields
Corporate Events
| Field | Type | Level |
|---|---|---|
| Company Name | Short Text | Order |
| Job Title | Short Text | Ticket |
| Department | Dropdown | Ticket |
| Employee ID | Short Text | Ticket |
Training Programs
| Field | Type | Level |
|---|---|---|
| Experience Level | Radio | Ticket |
| Certification Number | Short Text | Ticket |
| Learning Objectives | Long Text | Ticket |
| Special Requirements | Long Text | Order |
Conferences
| Field | Type | Level |
|---|---|---|
| Dietary Requirements | Checkboxes | Ticket |
| T-Shirt Size | Dropdown | Ticket |
| LinkedIn Profile | URL | Ticket |
| Networking Interests | Checkboxes | Ticket |
Community Events
| Field | Type | Level |
|---|---|---|
| How did you hear about us? | Dropdown | Order |
| Emergency Contact Name | Short Text | Ticket |
| Emergency Contact Phone | Phone | Ticket |
| Photo Consent | Radio | Ticket |
Exporting Field Data
Standard Export
All custom field data is included in participant exports with columns matching field labels.
Filtered Export
Export specific field values:
- Go to Reports > Export
- Apply filters (e.g., only vegetarian attendees)
- Export filtered results
Next Steps
- Configure registration forms layout
- Import participants with custom field data
- Send targeted emails based on field values