no-margin"> Available on all plans.
To do this, go to "marketing" in "forms":
From this page you can manage all your registration forms and their corresponding fields.
You can create as many registration forms as you want.
To create your first form, click on the New Form button.
The following window will appear:
Name : Give your form an identifying name.
Fields : All the fields you have created will appear, so you can select the ones you want to include in this form. If none appear, it is because you have not created them yet. You can create them by clicking on the + button or by going to the Manage fields option at the top.
In this window, indicate the name of the field and what type it is
1) Text line: limited to answering on a single line (for example, "name", "last name", etc.)
2) Text Area: With more space/characters for the answer (for example, "reason why you want to receive this training"). Ideal for open answers.
3) Drop-down list: List where the student/interested party chooses the answers (for example, "type of professional" answers to choose from: freelancer, SME, large company or for example "What level do you have?" answers to choose from: beginner, intermediate, advanced).
Then click on create field.
In the form creation window, the created fields will appear
Select the fields you want to include in the form
Order : You can indicate the order in which you want the selected fields to appear in the form. To change the order of a field, simply click on the dotted section with the mouse and drag it to the position you want.
Assign to : Here you will indicate:
1-if this form is not finished yet and you want to save it as a draft to continue later.
2-it will be used on the purchase/reservation page of all your courses. It will be your default form.
3-It will only be used in the courses you indicate.
Important:
- When it comes to knowing which registration form will be displayed on your pages, this order prevails:
If the course has a specific form assigned, that form will be displayed, otherwise, it will search if you have a default form (assigned to all courses) and will display it, and if you have not created one, it will display a standard form that only requests the student's email.
- You cannot assign more than one form to a course.
Once you've finished, click on Create form .
The form will appear in the list and from there you can perform different actions:
To manage fields exclusively, you can also do so by clicking on the Manage Fields button
When you click on it, a table will appear with all your created fields and the forms they are associated with:
You can edit and delete fields from here, as well as create new fields.
You also have the option from the list of your training courses, to assign or modify a particular registration form to a course, without having to do it from this Forms section.
Depending on the course and the assigned form, the student will see a form like this:
To see the data that a particular student has filled out, you can see it in your left vertical menu under "Trainings" under "Trainings I teach" and select the green "actions" button for the course and select "students".
-Select the green "actions" button for the student.
Select "Registration Data".
To see this information for all attendees at once, you must download the information. The download option will appear in the top menu.
You might be interested in: