This guide takes you through the steps on how to set up the registration event and how to extract your data. It's simple to create sporting registrations, uniform orders, conferences, seminars and workshops that generally require a level of data to be collected at the time of taking payment.
Planning these types of events before setup is crucial to getting the data exported as required. For critical fields (i.e. Grade Level or Campus), consider using a drop-down listing to choose from (a list of values), rather than allowing individuals to enter the data in any format. This will ensure consistency in their responses and allow for a quicker data-sorting long term.
Reflect on what you do with your data and how you use it. If you're looking at your old manual forms and you find that you are asking questions that are never used, don't continue to ask them.
All of your registration data collected at registration can be exported into either a .csv or spreadsheet file.
View our sample registration event for ideas.
Tips before you start:
- Consider what questions you need to ask.
- Consider how you work with the end data and if your spreadsheet will sort best if you only allow people to select from a defined list (i.e. maybe you can only have certain uniform shirt sizes). If you only allow for single line text fields you may find that people will enter their data in all sorts of ways, which makes your sorting more difficult.
- Work out the order of your questions. If you later need to add-in a question, you will need to add it to the bottom of your list or re-enter your question list in the correct order.
- Add a couple of questions and then review your work by clicking on Make a Booking.
- Work out if it is necessary to have particular data in order for the customer to complete the booking, or, whether they can by-pass certain questions. When you define your questions, you will be asked if they are a mandatory field that must be completed or are not (and can consequently be skipped).
- Questions you ask can be either a single line text, multi-line text, list of values, Yes/No response or date field.
- Consider if they are registering just for themselves, or for a group of people. You can format your booking to ask some questions once (for the overall process), or some questions per person (i.e. individual dietary requirements).
- Review the help section on adding data collection.
Steps to creating a form
- List the things you need to know, or, take a previously used manual form and work out if all fields are still relevant.
- From your Dashboard, click on Create New Event to set up the basics of an event. Remember this will give you a unique URL for sharing.
- With your event created, it's now time to add your registration questions (Data Collection) such as player, sizes, ages, names etc and the order in which they need to be asked.
- Consider if you need to add headers to break up your form.
- Adjust/add wording and images to your homepage.
- Add your terms and conditions.
- Almost there, check your work by clicking on 'Make a Booking' to review your progress as you go.
Create data templates
If you plan to create several events using similar data, consider creating a data collection templates.
As you begin to collect registrations, these reports will be good to watch:
- Event Revenue Itemized - to check how many people have registered, thus, how much money has been collected.
- Export Data - to review your data, confirming that it is making sense and is working best for you.