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.

• Topic Participants

• Prasana Lakshmi

• 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

• How to add, delete or rename the "payment method" drop down?

  When we recorded payment in invoice, there's a "payment method" drop down with choices like cash, bank transfer... We want to add and delete or rename some new selection. How to do such adjustment? Please advice.

• Smarter data gathering with Query component in Wizards

  Dear All, Introducing the Query Component in Wizards for CRM! A smart search field that saves you time and effort, and helps you manage and gather data more efficiently than ever before. Long and complex record entries can be overwhelming and prone to

• Introducing teamspaces and team modules in Zoho CRM mobile app

  Hello everyone, We have an exciting update to share in the Zoho CRM mobile app. As part of CRM For Everyone—a new set of features that reflect our vision to democratize CRM and make it accessible for all—teamspaces and team modules are now available on

• Client Script - change page and/or section background colours

  Hello, Would anyone be willing to help me with a bit of Client Scripting code? I have had a go myself but only been able to alter the form field styles, not the overall page/section/heading styles. I want to set a different page background colour for

• Client Script | Update - Introducing Subform Events and Actions

  Are you making the most of your subforms in Zoho CRM? Do you wish you could automate subform interactions and enhance user experience effortlessly? What if you had Client APIs and events specifically designed for subforms? We are thrilled to introduce

• Zoho SalesIQのチャットボット、ブロックのコピー機能

  Zoho SalesIQのチャットボットの構築でドラッグアンドドロップで作成を行っているます。 内容は同じブロックのコピーペースト機能がないみたいなのですが、同一のブロック、同一の複数のブロックをいくつも作成する場合は、皆様はどのように行われていますか？ 例えば添付の４つのブロックをまとめてコピーして、別のフローの先につなげる場合です。 教えていただけますと幸いです。よろしくお願いいたします。

• Questions About Zoho Commerce Member Portal

  Hello, A couple questions about the Zoho Commerce Member Portal: 1. Can I add only specific pages be added to the Members Portal, and not the entire website? 2. When a customer signs up on my Zoho Commerce site, is there a setting that gives me a chance

• Cancel and refund

  Hi, Yesterday I paid for the Zoho email subscription. Within a few minutes, I realized that the subscription counts one email ID as one user. To make another email ID for the same domain name, I'd have to pay for another user. I emailed right away to

• Online Payment Fees

  We don't take many online credit card payments so the merchant service provider (PayPal) charges us the 2.9% fee for processing the amount. I would like the ability for the fee to be automatically added to the total amount for "ease of payment". We'd

• Error occured. please try again!!!

  I created a new list. Added two new contact's email addresses. I try to EDIT either one of them to add their first name, last name and phone number. Whatever I try to edit and update, I get the error message  Error occured. please try again!!! And it doesn't update any of their info. I tried just editing first and last name. Still get the error. No matter what I try to update, I get the error. I tried creating a new list, and adding just one email address and then edit it and also get the error.

• "Send email as" not work

  Hi team, I currently use ZOHO MAIL services on the MAKE platform (formerly INTEGROMAT). In MAKE I entered my ZOHO MAIL credentials but the problem is that when the emails are sent from the automation in MAKE, the emails do not come in with the name set

• *UPDATE: ISSUE RESOLVED, SEE HOW FOR HELP* Issue imbedding Youtube Videos

  **UPDATE: RESOLVED** For anyone that is having a similar issue, try this workaround before attempting to have the Zoho techs fix it. I have been in communication with them for weeks about this and they can't seem to fix the issue. Thinking it may have just been my computer or my browser, I tried two different computers on two different networks, each running different versions of Windows, and tried it on Chrome, Firefox and IE; nothing worked. So, needless to say, it's an issue with Zoho somewhere.

• Backorder For Composite Items

  Hello If i released SO for composite item and use backorder feature of zoho inventory then it should backorder child item items of composite and not composite item.This is basic of backordering.I conveyed this to zoho call center but no solution yet.

• Paid Support

  We are in the process of creating tiers for our support offerings. There will be three tiers of support available - 2 paid and 1 free. The paid tiers will be purchased in allotted hours. I need to figure out how to a) work in the out of the box SLA, Contracts

• Automatically CC supervisor

  Hello,  in our organization agents are replying to tickets and they are required to CC their supervisor on all emails to and from customers.  is there a way to have an email address automatically populate in the CC field when reply to a ticket?  tha

• Zoho One - White Label

  Releasing a white-label feature for Zoho One, or any software or service, can offer several advantages and benefits for both the company providing the software (Zoho in this case) and its users. Here are some key reasons for releasing a white-label feature

• Are this Features included in the Road Map

  1. Sync between description/short description in Zoho Books/Inventory and Zoho Commerce: I am unsure how it works now. I belive the description is not pulled. 2. Pick Up: This feature is great. It is added on Zoho Commerce but not on Books/Inventory which

• Reconciliation - Show Transactions After End Date

  I did a quick search, and I've only seen this brought up indirectly. In the reconciliation interface, transactions dated up to a week after the end date should be available for being reconciled. The use case is pretty simple... many times, transactions

• Auto populate email field in zoho form

  Hi,  Is there a way the email field in zoho forms can be auto populated based on the name selected from a drop down list?

• Option to accept and pay for estimate from Public Estimate link?

  Is there any way that our customers can get the Estimate in their email, click on "View Estimate" and from the public link, click Accept and Pay? When they click that, in the background Zoho would create the invoice record in the so that the payment would

• Kaizen #125 Manipulating Multi-Select Lookup fields (MxN) using Zoho CRM APIs

  Hello everyone! Welcome back to another week of Kaizen. In last week's post in the Kaizen series, we discussed how subforms work in Zoho CRM and how to manipulate subform data using Zoho CRM APIs. In this post, we will discuss how to manipulate a multi-select

• Easily track referrals with Zoho Forms

  Referral tracking can be a powerful way for businesses to understand where their leads are coming from. With Zoho Forms, tracking the referral sources of your leads is an easy and straightforward process. Here are some tips to help you make the most of

• Add an email to an existing ticket is not working

  I noticed that in Zoho Desk the funcionality to add an email to an existing ticket is not working using the syntax [##12345##], has the method changed? In red is the syntax we use to add email to an existing ticket As you can see, he did not add the email

• New CRM to Campaigns Sync Doesn't Continue Making Updates

  Changes made in CRM are not appearing in mapped fields in matching Campaign records after migrating to the new sync process. The only way we've found to get records to update is to call into Support and point out the problem. After convincing Support

• Zoho Integration with UPS

  I have 2 questions: Firstly, is there a way to notify UPS that we have a package to collect once we have done the shipping label? Secondly, how do I get the tracking number and shipment method onto the Invoice and Package Slip for the customer? Than

• Cannot log in to IMAP account as of last night

  Hey I've been using MFA with an authenticator for a while and have had to use application passwords for Outlook and Edison Mail on my Android devices. Last night the app passwords started to be rejected on my Android devices so I created new ones for

• Low Stock View

  We use the Low Stock view frequently as a guide to inform us when to reorder items, but the view is misleading because it does not take into account Purchase Orders that have already been raised. Unless you are aware and check item by item, this can lead

• Improve History Feature in Zoho Inventory

  At present there is a "history" tab on Zoho Inventory Items, however this only shows a date and time stamp along with the users name. It doesn't say what was changed. What is the value of this if you can't see what was changed? My Ideal is to include

• Show backordered items on packing slip

  We send out a lot of large orders, and often there are one or two things backordered. How can I fix the packing slips to show quantity ordered  & quantity packed There should also be the ability to "ship" 0 of an item so the receiver knows that things

• Document | Files

  The vendor "Partial matches" still not fixed here after years of putting up with having to select most vendors manually ! ( again, the banking "Transaction rules" would solve a lot of these issues ) Some unwanted, irrelevant pdf's also arrive. It would

• books+POS+ tap to pay+ stripe

  So in the UK we now have tap to pay with stripe. So we can use the stripe app as a POS terminal. Brilliant news. Can we hope that the Books App might add this feature ASAP. It would be great to have one system rather than using the not very good Square

• Canvas Form View - Client Script Page on load - Url params not working

  We have a custom module with a canvas page for form view. We have a button in Customers module to open this canvas page using invokeurl function. We send few parameters as in the URL as query parameters. https://crm.zoho.in/crm/orgxxxxxxxx/tab/CustomModule12/create/canvas/64333200000261xxxx?layoutId=643332000002605001&c=${Customers.Customer

• Sending Recruit SMS's to Zoho Cliq - Or tracking in the Messages module in Recruit?

  Is there any way to send SMS Gateway messages in Recruit to ZOho Cliq? We use 2-way SMS massages a lot in Zoho Recruit to speed up communication with Candidates. However the only way to keep track of received SMS's is by keeping a look out for the Email

• This mobile number has been marked spam. Please contact support.

  Hi Support, Can you tell me why number was marked as spam. I have having difficult to add my number as you keep requesting i must use it. My number is +63....163 Or is Zoho company excluding Philippines from their services?

• Zohomail does not support additional fields in mailto links

  Hello, I set up Zohomail as default composer in Firefox according to manual here: https://www.zoho.com/mail/help/defaultcomposer.html#alink2 Later, I wanted to use this functionality to answer in a Linux mailing list thread using mailto link: mailto:xxxxx@kernel.org?In-Reply-To=%3C727o0521-q24p-s0qq-66n0-sn436rpqqr1p@example.com%3E&Cc=xxxxx%example.org&Subject=Re%3A%20%5BPATCH%20v2%28%29

• Is it possible to set a customer context variable in Zobot

  Hi, I want to use a context variable to route users down different paths in my Zobot chat flow. I know I can do this when the user enters data. But I want to know if I can use a variable that is 'hard coded' on the card, that the user is unaware of. Use

• Cannot change Blog Title

  There is nowhere to change the blog title. You can change the blog URL but that is making no difference to the text "Enter Your Post Title" am I missing something?

• Kaizen #203 - Answering Your Questions | Handling API Limits and Error Responses

  Hi Everyone, Welcome back to yet another post in the Kaizen Series! We appreciate your keen participation in the 200th milestone celebration of the Kaizen series. We will continue to answer the queries we received through the feedback. When working with

• How to verify website ownership with google search console

  Hi, I am having a free .in domain provided by Zoho I have created a website on it now I want to verify my ownership to google webmaster. Can you please help me how to do that.

• Kaizen #89 - Color Coding using Client Script

  Hello everyone! Welcome back to another exciting Kaizen post. Today let us see how you can apply color codes to the List and Detail Pages of Zoho CRM using Client Script. Need for color code in Zoho CRM When you mark things with different colors as a

• Next Page