Overview
In addition to the standard form fields, two methods are available for collecting additional information during the registration process: Questions & Answers and Custom Fields.
The choice between these two methods mainly depends on the following questions:
Is the information offer-related and directly connected to offer selection?
Or is the information person-related and intended to be collected as general personal information?
Should the question only be visible to specific groups of people or to everyone?
Questions & Answers are suitable for collecting information directly related to an offer, a price group or a selection within an offer package.
Custom Fields are suitable for collecting general personal information that should be recorded independently of the selected offer in the “Personal Data” step.
Prerequisites
Access to the relevant areas in the Backoffice:
Configuration → Attendee Registration → Offer Wizard (Questions & Answers)
Administration → Custom Fields → Custom Fields (EAV Fields)
Appropriate permissions are required for Custom Fields. As a rule, these fields can only be created and managed independently if you have your own installation.
Configuration / Procedure
Determine which additional information you would like to collect during the registration process.
Check whether the information is offer-related or person-related.
Then check whether the question should only be visible to specific groups of people or to everyone.
Use Questions & Answers if the question is part of the offer selection or should only be visible to specific groups of people.
Use Custom Fields if the information is part of the personal data and should be collected for everyone in the “Personal Data” step.
Configure the question or field in the appropriate area and test it by making a test booking.
Then check how the data can be processed further, exported and, if necessary, modified later in the Backoffice.
Questions & Answers or Custom Fields?
Use Questions & Answers if the information is offer-related, e.g. for price groups, offer packages or selectable booking options.
Use Custom Fields if the information is person-related and should appear for everyone in the “Personal Data” step. These fields are assigned to the Contact address form and stored in the person's record.
Rule of thumb:
Offer selection = Questions & Answers
Personal data = Custom Fields
Notes
Changes to questions or fields after registration has opened may affect existing bookings, lists and exports.
Prefer Questions & Answers within offer packages for target-group-specific questions if visibility needs to be controlled by price group.
Creating custom fields requires appropriate permissions and is generally only possible independently if you have your own installation.
The placement of custom fields within the form is restricted: They can only be inserted between the last standard field of the contact address and the separate billing address.
Warning: When configuring additional questions or fields, the principles of purpose limitation and data minimisation under Article 5 of the GDPR should be observed: Personal data may only be collected to an extent that is appropriate and relevant to the purpose and must be limited to what is necessary for the intended processing purpose.
FAQs
When should I use Questions & Answers?
When should I use Questions & Answers?
When the information is offer-related or should only be displayed to specific groups of people within an offer package.
When should I use Custom Fields?
When should I use Custom Fields?
When the information is person-related and should be collected from everyone in the “Personal Data” step.
Can Questions & Answers and Custom Fields be combined?
Can Questions & Answers and Custom Fields be combined?
Yes. Questions & Answers cover offer-related questions, while Custom Fields supplement general personal information.
Can participants change their information themselves later?
Can participants change their information themselves later?
For Questions & Answers, no. Once a booking has been completed, changes can only be made in the Backoffice. For Custom Fields, changes may be possible later if the field is also displayed on other forms.