5 Ways to pull off holiday events like a pro using online forms

5 Ways to pull off holiday events like a pro using online forms

Hello fellow form builders,

This is the fifth post of the five-part series on "Getting ready for the holiday season with Zoho Forms." This series aims to help you make the best of your forms and grow your business this season.

Holiday events are suppose to be fun, and so is hosting them. So if you are overwhelmed and it seems like your event organizing is all over the place, then something has gone wrong. Yet, sweat not - we've got you!  

The entire event planning process can be made easy by automating the hard tasks, giving you more room to concentrate on what is important. Zoho Forms can be that time saver, to help you collect attendees' details, and nurture them along the way. This way your part will be to use all this information to arrange for the event. 

Deliver a form to gather exactly the details you need

Your attendees will prefer a form that's quick and easy to fill out, so use as few fields as you can. Figure out what information your administration team will need to set up the event, and avoid asking for information they don't need. In addition to necessities like names and contact information, consider what services or activities the event offers, and what individual information is needed to make that work.



When you need more details, try segmenting the form into multiple pages, where, each page focuses on different information. To understand this better take a look at the example that is shown below.  



Design forms that adapt to attendees' needs

If you have more than one event planned or you have different options to offer each attendee, you can avoid making multiple forms for each of them. Collect all the information you need in one form and customize the entry process. How it works: You can create registration forms that display questions contextually based on the attendee's answer. This will make your attendees feel like they are receiving a customized solution This means your attendees only need to fill out one form, as more fields are smoothly added only when they're needed. You don't need complex APIs or coding to make this possible for your forms—a simple set of logical configurations does the work! 

In the images shown below, the attendees are asked their choice of date or the choice of ticket based on the event they intend to attend. You can see the dates and ticket choices appear upon choosing Classic Christmas Carol and only ticket choices appear upon choosing Modern Christmas Carols (19th December), based on the event type.




Set up submission numbers as tickets or seats available


As you invite the attendees, ensure you aren't opening your invitation to more than you can accommodate. You can define the maximum attendance when you create the form, so you will only receive submissions within that limit. Thereafter, users trying to sign up will receive a custom messages such as "All tickets have been sold". Check out how to get this done for your forms,  here

Share forms depending on closed or open events 

Keep internal events secure by making the attendance forms available to only the organization's members. This allows your co-workers to receive your invitations through an email, when  shared . For a holiday party, a concert, or any occasion that invites public participation, share a link to the form that is accessible by everyone . To spread the word further, you can share the form using  social media . Otherwise,  embedding it in your existing event website can work wonders for encouraging maximum participation.   

Nurture attendees with warm emails

Received tons of RSVPs? Great! Now, you can express your gladness by  sending out friendly emails to all those who've registered with you. This can be a great way to let them know that their participation is anticipated. You can also use it as a platform to inform your attendees of any additional information you'd want them to know before attending the event. To give you an idea, I have created a personalized email for the users, shown in the image below.



Over to you! 

Event planning needn't be complicated. Try out a few of these ideas as you gear up for your holiday events, and let us know how it worked out in the comments below. We'd love to hear from you! 

Stay tuned! 
Prasana




To get updated every fortnight on useful form tips, click follow under our  community learning series.








      • Sticky Posts

      • 5 ways to adapt social distancing this holiday season using online forms

        Hello fellow form builders,  Social distancing measures are being woven into the fabric of daily business practices, ending many forms of direct-contact business. To adapt to this, businesses might want to change their business practices, adding necessary
      • Online donations: Encourage your audience to give back this holiday season

        Hello fellow form builders, The holiday season isn't just about shopping and festivities. There's a special zeal to give back to the community as a gesture of gratitude. While donation boxes are still around, many businesses are focused on their online
      • Getting your forms ready for the holidays

        Hello fellow form builders! With the holidays coming up, we've all started to get the hang of the new normal as people get ready for all the festivity around. This year is different from others in the past, which means businesses are trying out new ways
      • 5 Ways to pull off holiday events like a pro using online forms

        Hello fellow form builders, This is the fifth post of the five-part series on "Getting ready for the holiday season with Zoho Forms." This series aims to help you make the best of your forms and grow your business this season. Holiday events are suppose to be fun, and so is hosting them. So if you are overwhelmed and it seems like your event organizing is all over the place, then something has gone wrong. Yet, sweat not - we've got you!   The entire event planning process can be made easy by automating
      • 5 ways to improve your holiday fundraising with online forms

        Hello fellow form builders,  This is part four of our five-part series on "Getting ready for the holiday season with Zoho Forms." This series aims to help you make the best of your forms and grow your business this season. Asking for money isn't easy, yet it's a crucial step for any fundraising group or organization. During this holiday season, make collecting donations fun and more effective with our list of the top five ways to improve your overall fundraising process. Let's dive in. 1. Create

        • Recent Topics

        • Values in multi pick list are not copied to copied deal

          Hi, After a deal is completed in our sales funnel we copy the deal to an automatically created new deal in our project funnel. All fields are copied properly, but only a Multi Pick List is not copied. How can we copy the selected values in this field
        • Create custom rollup summary fields in Zoho CRM

          Hello everyone, In Zoho CRM, rollup summary fields have been essential tools for summarizing data across related records and enabling users to gain quick insights without having to jump across modules. Previously, only predefined summary functions were
        • How can I create individual records from a subform

          Hi, I am collecting subform data into a Lead record and I need to create individual records for each row associated to the account when it is converted. How can I do this?
        • What is the Desk API?

          I'm trying to fetch a lookup field data from desk to our creator application and it doesn't work. I'm guessing that my search parameter is wrong? On my trial function fetch if I use these: tickets = invokeurl [ url :"https://desk.zoho.com/api/v1/tickets/351081000145244764"
        • How to choose other payment methodes than creditcards

          We have connected stripe as a payment provider in zoho books, booking, commerce and checkout. In stripe we selected al major payment methodes for Belgium (mainly bancontact). However, at checkout customers seems to have only the possibility to pay with
        • Why is Zoho support so terrible?

          I've spent the last week trying to get zoho to fix sudden SSL certificate issues with our desk and project portals. I've raised a ticket and constantly been told the issue is on our side despite it being exceedingly obvious it's not. After finally convincing
        • Custom "Filter By" in Client Portal

          Currently our client portal only shows items for that specific person that is logged on to the portal, we want the current logged user to see all items for that user's company. An example would be invoices, so the current user would see all invoices for
        • Zoho Books - France

          L’équipe de Zoho France reçoit régulièrement des questions sur la conformité de ses applications de finances (Zoho Books/ Zoho Invoice) pour le marché français.   Voici quelques points pour clarifier la question :   Zoho Books est un logiciel de comptabilité
        • Ticket Views: filter criteria -> dynamic date values in relation to the current date

          Hello all, It would be very helpful if you could build custom views in such a way that you do not have to adjust the criteria daily or at whatever interval in order to change the fixed date value as needed. For example, I would like to create a view that,
        • Unlocking New Horizons: A Year in Review

          As we bid farewell to 2024, let's celebrate and revisit the key highlights of the year. From adding a new edition to cross-platform enhancements, here’s a roundup of all the feature updates designed to simplify accounting, optimize financial management,
        • Introducing 'Queries' In Zoho CRM

          Hello everyone! We are here with an exciting feature - Queries in Zoho CRM! A little context before we dive right into the feature specifics :) In today’s fast-paced business environment, immediate access to relevant data is essential for informed decision-making.
        • Enable Sending Direct Messages to Self in Zoho Cliq

          Hi, I would like to request a feature enhancement for Zoho Cliq to allow users to send direct messages to themselves. Currently, Zoho Cliq does not have the option to send a direct message to oneself. While creating a channel with just one member (the
        • Admin Access to Direct Messages in Zoho Cliq

          Hi Zoho Cliq Team, We would like to request a feature enhancement to enable admin access to one-on-one conversations (direct messages) conducted through Zoho Cliq. Use Case: As administrators, there are situations where it becomes essential to access
        • Zoho developer edition does not work for us

          Hi Is anyone else having this problem? I'm signed in with our admin/super user account. When I click on the link on this page: https://www.zoho.com/crm/developer/docs/dev-edition.html I am asked to agree to Terms and Conditions. Clicking Agree to Terms
        • Need help with KPI Widget on Dashboard

          What I am trying to accomplish seems simple, but I cannot figure it out.  Please help. I would like to show in a KPI Comparison Widget: Number of Meetings (CRM) Held in Last 30 Days compared to Number of Meetings Held the previous 30 days (from the date
        • Need to send message to slack channel from zoho people form

          - I have setup slack connection in zoho people, it is successfully showing connected - I am using connection name to send message view custom function, but it is not working: response = invokeurl [ url :"https://app.slack.com/client/T78002gHF/C089773324"
        • User tiers

          I am trying to add tiers of users. I would like: Me - CEO Next Tier down - Managers Next tier down - All the salepeople reporting to each manager I can only seem to add myself with mansagers below. Surely I can add more tiers?
        • Flow to follow up on trade fair contacts

          Hi, Before we moved to Zoho we had some flows (sequences) in HubSpot to follow up on trade fair contacts. To explain further on this it had the following characteristics: New contacts could be added to the sequence When added a flow of communication started.
        • Queries filtered by current page/record

          I have been trying to use the new queries feature, and I can filter the query, but I'm coming unstuck because I don't understand how to make the query dynamically include the filter of the current record. ie if I'm on a deal, to filter all the records
        • Article Numbers for KB articles

          Hello, I was wondering if it's possible to turn on article numbers/ part numbering for KB articles. If this is not already a feature, we'd like to request it. Frequently a solution will require multiple articles so tracking which articles are referenced
        • Audit Log Export via API

          Hello, Based on the documentation here https://www.zoho.com/crm/developer/docs/api/v7/create-export-audit-log.html I need to specify the scope ZohoCRM.settings.audit_logs.CREATE to create a log export. I've created a Self Client app but when I specify
        • Zoho CRM API Credits & Limits for Workflow

          Hi Team, Just wanted to clarify how the API credits work for Zoho CRM and workflows with custom functions. API Credits are based on your subscription and are set at the account level. You can buy additional credits if needed. For Enterprise customers,
        • CRM Calendar Sync Not Working

          I can't get any meetings where I am a participant to sync with either Bookings or Office 365. It syncs fine when I am the host, but as a participant, it just ignores the event. I have clients booking meetings when agents are in training or OOO or any
        • How to easy change layout in existing records in Deals?

          Hello, So far i have used only 1 layout in Deals. I have about 1000 records. Now i want to make new layout. So i have 2 layouts: Layout Old (1000 records) Layout New (0 records) How to easy change layout from Layout Old into Layout New for existing records?
        • Change Last Name to not required in Leads

          I would like to upload 500 target companies as leads but I don't yet have contact people for them. Can you enable the option for me to turn this requirement off to need a Second Name? Moderation update (10-Jun-23): As we explore potential solutions for
        • "Copy Field Values from one Module to another" how to use?

          Hi everyone! I'm sorry if this question was already asked, I didn't find it! So let me explain:  In my Tickets module, we have the custome field "customer type" where we indicate if it's a lead, user, etc... In the Contact module I used the "type" field with exactely the same entries. I would like when in the tickets module an operator choose an option that it automatically update it in the contact module. I found the "Copy Field Values from one Module to another" custom function which seems perfect
        • New Leave Type: Compensatory off

          Hi, there is a new Leave Type: Compensatory off. Can someone tell me how to use it, because it sounds it could work for overtime compensation for our techs. Thanks Andreas
        • Introducing bot filtering for accurate analytics

          Dear Zoho Campaigns Users, We're happy to introduce bot filtering to enhance the accuracy of your email campaign analytics. This new feature is designed to help you filter out bot-generated opens and clicks, which will ensure your campaign reports reflect
        • Introducing Zia LLM: Zoho’s in-house Generative AI solution for CRM's AI capabilities

          Hello everyone, We're excited to announce the launch of our in-house Large Language Model (LLM) by Zia to power our AI offerings. What is LLM? LLM stands for Large Language Model, a powerful AI technology that processes and generates human-like text based
        • How do I fix this? Unable to send message; Reason:554 5.1.8 Email Outgoing Blocked.

          How do I fix this? Unable to send message; Reason:554 5.1.8 Email Outgoing Blocked.
        • Zoho Desk Validation Rule Using Custom Function

          Hi all, I tried to find the way to validate fields using custom function just like in Zoho CRM but to no avail. Is there a way to do this?
        • Archive Option in Conversation View

          Hello, I have a suggestion\request to add an "Archive Thread" button in conversation view of Zoho Mail. The best suggestion I have is to put an "Archive Thread" button next to the "Label Entire Thread" button in conversation view. Most users don't just
        • Possible to backdate Stage shifts in Deals module?

          I want to enter my organisation's historical dealflow data into the CRM and it's important that the Stage history is showing the correct dates in the past of when it happened. Is there a way for me to modify the "Modified Time" in the Stage History Related
        • Layout Prompt when creating an oportunity

          Hi There, Is there a way to create a pop-up prompt when I create a new Deal giving me the option of what layout to use based on a certain requirement? So, if the prompt had two options 1. is a new business Deal 2. is a renewal Deal Thanks in advance
        • Conditional layouts - support for multi-select picklists

          Hi, The documentation for conditional layouts says the following: "Layout Rules cannot be used on the following field types: Auto Number Lookup Multi Select Lookup User Lookup Formula File Upload Multi Line" I have a custom module with a multi-pick list
        • Elevating Email Security on Zoho Desk: DKIM Now Mandatory

          Hello Zoho Desk Users! It has been a wonderful journey with you on Zoho Desk. As we welcome 2025, we are strengthening our efforts to ensure a secure and seamless experience for you. To enhance email security, DKIM configuration will be mandatory for
        • How to upload mass inventory quantity adjustment with batch number?

          I wanted to clean-up our inventory list; however, I have trouble performing the task as I don't know how to mass upload inventory adjustment with batch numbers. I don't want to do it manually as there are if not thousands at hundreds of inventory tr
        • Product sale report with margins

          we unable to get the data as per product sale report with margins so we need help in this
        • Amazon.in FBA multiple warehouse integration with Zoho Inventory

          My organisation subscribed to Zoho One looking at the opportunity to integrate Amazon.in with Inventory. But during the configuration, we understood the integration has severe limitations when it involves multiple warehouses in the same Organisation.
        • CLIENT PORTAL (If clients can place orders directly on the portal)

          Zoho client portal is excellent. Everything is there except one thing. Client should be able to place orders directly on the portal. This would enhance the portal and end users will be extremely happy. This suggestion infact came from one of our client.
        • Next Page