2. Form on the website

After determining the location in the Organization, a form has to be created in the Website Application. The goal of this form is that external contacts are registered at the correct location in the Organization and that their profile contains the necessary information.

This article does not provide all detailed information about creating a form. Learn more about forms on the website.

To create the form, go to the Website Application and choose on which website you want to place the form. The go to the page ‘forms’ and click on ‘Create subpage’ in the toolbar. You will see a sceen with several fields. Please note the following when filling out the fields:

• Make sure that ‘Menu’ is not selected;
• The form must be available during all reservation periods of the event.

After creating the page, you will see the screen to configure the form. Use the menu on the left to navigate to the different aspects of the form.

Data processing

Start in the element ‘Data processing’. With this function, all data of the user end up in the Organization Application.

Under ‘Save in Organization’, select ‘Activate’. Then choose as which object type external contacts should be saved. The field ‘Generate username’ can only be filled out after the relevant organization fields have been added to the form. We will get back to this later on. Choose the Organization folder in which the external contacts should be saved. Under ‘Logging in’, select the option ‘User login directly’. This way, a user is logged in immediately after filling out the form and can order a ticket immediately.

Click on ‘save’. You will see a notification that no organization fields have been added to the form yet. This is the next step.

The content of the form

In the menu on the left, go to the element ‘Content’. You can start bij adding an introduction tot he form. This text will be shown above the form.

After adding an introduction, you can add fields. To do this, click on ‘New fieldset’ in the toolbar. Name the fieldset and add a description if necessary. After creating the fieldset, it will appear in the overview. Click on its name. You will see a new sceen. Click on ‘New field’ in the toolbar. Give the field a title. Behind ‘Type’, choose for ‘Organization field’. Under ‘Organization field’, choose the organization field to which you want to link the field in the form. Save the field and repeat this process untill all fieldsets and fields are created.

De following fields must be added to the field to be able to use data processing:

• Name
• Sirname
• Or Display name (instead of Name and Sirname)

These fields should be required fields. Only fields of the type ‘Organization field’ will be visible in the Organization profile of the external contact.

Additionaly, we highly recommend making ‘e-mail address’ a required organization field. The e-mail address is needed to send a confirmation e-mail, creating a username, if relevant sending invoices after ordering tickets and for the communication concerning the event itself.

After all required and preferred fields, you can fill in the last element of the form: handling. Click on ‘create title’ and enter a title and text. We recomment including a link to the event in this text. After filling out the form, users will not be redirected back to the event. By including a link in the text, you can help users get back to the event page quickly.

Finalization

Go back to ‘Data processing’. Under ‘Save as’, select the organization field you want to use to generate the username behind ‘Generate username’. Then click ‘Save’.

You can also set up a confirmation e-mail for users who filled out the form. Read more about creating a confirmation e-mail.

Don’t fill out the element ‘Payment’. Payment for the event must be done via the Events Application after ordering the ticket.

The form is now complete.

Make the form available

Naturally, users should be able to find the form on the website. It is to be expected that an external contact with the intention to reserve a ticket will go to your website and immediately navigate to the event page. When he/she clicks on ‘Buy ticket’ on the event page, he/she will see the 401 page, the login screen. You can also find this page in the Website tree of the Website Application.

On this page, a reference to the registration form must be placed. Go to this page in the Website Application. The 401 page contains two modules: text and login. The reference must be placed in the text module. Click on the text module and type your text. An example of this text is:

“Don’t you have an account, but do you want to reserve tickets for an event? First register with us as an external contact via this (insert link to form) form. After registering, you can reserve tickets for events.”

It is important to explicitely mention that no tickets will be reserved by filling out the registration form. You could also mention this in the handling of the form.

Save the text. This text will appear above the login element on the 401 page.