How to manage ticket registration settings in Zoho Backstage

Registration Form

Customize the registration form

Collect information about your attendees during the registration process, such as their food preferences, contact information, and what activities they are interested in. 


Add a new field 

Insert new fields in your registration form to get further information about your attendees that isn't included in the default form. 
 

  1. Go to Registrations > Setup > Registration Form from the dock.
  2. Click the Edit ticket form button. The the Form Builder will open with the following sections: Quick Fields, Custom Fields, Advanced Fields, and Preview.
    Note: You can include Terms and Policies, purpose for data collection, and CAPTCHA fields to your form from the Advanced Fields section.
  3. Drag a field from the Add Fields section and drop it in the Preview section of your form.
  4. Click   at the top of the field and drag the field to move its placement in the form.
  5. Click the Publish button to update the changes. 

Note:
  1. A form field added to the Ticket section of the form will be repeated for each ticket in the order.
  2. You can add a maximum of thirty fields to your form.

Edit form field properties

Customize the form-field properties and craft a form that is just right for your event.



  1. Go to Registrations > Setup > Registration Form from the dock.
  2. Click the Edit ticket form button. The Form Builder will open.
  3. Click the form field you want to edit. The Field Properties panel will appear.
  4. Enter a title for your field in the Title text box in the General tab. This is the name of the field as visible to attendees.
  5. Enter a name for your field in the Field Name text box. This is the name of the field as visible to you in the Backstage app.
  6. Enter help text in the Placeholder text box. This will be displayed inside the respective field in the Preview section.
  7. Add a description in the Description text box. This will appear below the field.
  8. Set up properties specific to decision based fields such as dropdown, multiple choice checkboxes, or radio buttons.
    1. Default value: Set a value that will be preselected in the field.
      Note: If you've set a default value for a hidden field, this default value will be automatically saved for any entry saved through the form.
    2. Sub fields: Add follow-up fields that display depending on the option selected in the primary field. This can be used to collect more information when a particular option is selected in the primary field.
  9. Set up properties specific to dropdown fields.
    1. Allow new options: Enable new entries to be added to the default list of dropdown options you've provided when this field is filled.
    2. Allow multiple selection: Enable more than one option to be selected when filling this field.
  10. Select the Mandatory toggle button if you would like to make it a required field.
  11. Enter the minimum and maximum character limit allowed for text area fields in the Minimum length and Maximum length  boxes.
  12. Choose how you want to display the field in the Layout section:
    1. Select single-column layout to have just that field in the line
    2. Select two-column layout to display the field side-by-side with the previous field.
  13. Choose to show or hide the field in the Visibility tab.
    Note: The default form fields cannot be hidden.
    1. Select an option from the Field visible to section for any custom field in your form. Here you can manage if custom fields are visible to all attendees who get tickets only for attendees who get tickets from specific ticket classes. This creates a separate version of the registration form for each ticket class.
      Note: This option will be available only for fields in the Ticket information section and can't be changed for default form fields.
  14. Click the Save button.

Note:
  1. Default form fields are always mandatory and can't be made optional.
  2. Default form fields can't be hidden.

Set up the upload field



  1. Enter the maximum file size allowed when uploading in the Maximum size text box.
  2. Select an option for the mode of upload in the Field type section.

Set up the country field

  1. Set up the country list for the Country dropdown in the Billing address section.

    1. All countries: Lists all the countries in the dropdown.
    2. Specific countries: Countries that you select will be listed in the dropdown.
    3. All countries except: Countries that you select will be omitted from the dropdown list.
  2. Optional: Set up a default option to be preselected for the Country dropdown on the form in the Default country dropdown.



  1. Click the Terms and Policies field that was added to the form after the Terms and policies checkbox was selected from the Advanced Fields section. The Field Properties panel will display.
  2. Set the visibility of the field.
  3. Choose the mode for the field.
    1. With Checkbox: This will display a checkbox next to the field with links to your terms of use and privacy policy.
    2. Without Checkbox: This will display a message indicating that submitting the form implies acceptance of the terms and policies linked within the same text.
  4. Optional: Modify the text in the Message section.

Include the purpose of data collection



  1. Click the Purpose of Data Collection field that was added to the form after the Purpose of data collection checkbox was selected from the Advanced Fields section. The Field Properties panel will display.
  2. Choose the mode for the field.
    1. With Checkbox: This will display a checkbox next to the field to prompt the confirmation of viewers consent for the collection of their submitted data.
    2. Without Checkbox: This will simply present a statement within the field, assuring users that their privacy is a priority and collected data will exclusively be utilized for event-related purposes.
  3. Optional: Modify the text in the Message section.

Add a CAPTCHA field



  1. Click the CAPTCHA field that was added to the form after the CAPTCHA checkbox was selected from the Advanced Fields section. The Field Properties panel will display.
  2. Select options from the Zoho CAPTCHA Types dropdown.
  3. Optional: Modify the text in the CAPTCHA Title text box.
  4. Set the visibility of the field.

Delete a form field

Remove form fields that do not match your event goals.



  1. Go to Registrations > Setup > Registration Form from the dock.
  2. Click the Edit ticket form button. 
  3. Click the form field you want to delete.
  4. Click the Delete icon that appears to the right of the field. 

Note: The default fields in the event registration form cannot be deleted.

Preview registration form for each ticket class

Preview the separate versions of the ticket registration form you've set up for each ticket class when custom fields are made to be visible ticket holders from specific ticket classes.





  1. Go to Registrations > Setup > Registration Form from the dock.
  2. The saved registration from will be displayed in the right pane.
  3. Select an option in the Ticket class dropdown. The form fields under the Attendee information section that are set to be visible for the selected ticket class will be displayed.

Customization of the Registration form is a paid feature enabled based on your subscription plan.