GUIDE – Website – What is the purpose of a product form

1. Under the WEBSITE menu tab, click on Forms.

Here you will see a list of system forms, such as:

• Default Attendee Form
• Default Booking Form
• Exhibition Stand Form
• Invoice details for payments
• Nomination processing form
• Nomination receiving form
• Personal details for payments

(The list will vary according to event features and some forms may have been renamed.)

Each product or item you sell through Evessio requires a form. You can customise each form or create new forms and apply them to products.  Personal details for payments and Invoice details for payments details are forms that are stages of the checkout process. View Checkout Settings.

To see what information each form collects, click on the name of the form. You can’t delete some of these questions but you can add additional questions. In Field label, type the question you would like to include and select the field type e.g. text area, file upload and click add field. Once you have done this you can drag and drop questions to reorder them. 

You can mark a question as Required which means the customer will have to answer it to proceed. There is also the option to Disable a question. This means if will appear on the form, but the customer can’t fill it in. If you select Hide field, the question won’t appear on the form. Once submissions have started you can’t delete a question but you can hide it. The data already collected will be saved but any new customers will not see the question. 

If you would like to create a completely new system form click +New Form.

Give the form a name, make sure it is set to live and select the form Type. You can then add questions in the same way you would add additional questions to a default form as described previously.