Preliminary requirements for creating new forms

Registration Form Forms-Wizard

We wanted to list for you all the preliminary requirements for creating new forms with Forms-Wizard. If you go through all these steps, you will ensure the quick and efficient creation of your registration form.

Good Luck!

Form Details

  • Form title – can be changed later. Will appear on invoices.
  • Sub-domain (the desired URL for the form) – in English, lowercase letters only. Minimum of 3 characters. This URL is permanent.
  • Form language – Hebrew/English.

Event Details and Organizers

  • Event details – date, time, and location.
  • Organizers details – contact name, email, phone etc.
טפסי רישום לאירועים וכנסים

Form Fields

Prepare a list of all the questions you want to ask your participants.

A few pointers:

  • Mark which questions are mandatory and which aren’t.
  • Provide us with all the options for multiple-choice questions.
  • Let us know if you plan to charge for registration and how much.
  • Point out conditioned questions. E.g., only those who choose “Other requirements” will see the “Please specify” question.

Invitees and Invitations

  • Optional. If the form is meant for specific people, we need their details.
  • The list needs to be on an excel file, with columns matching the form’s fields. E.g., if the form asks for a “First name” separately from the “Last name,” the file can’t contain one field for a “full name.”
  • You need to specify which field will be used to identify the participants upon entering the form and make sure that each participant has a unique entry for it (with no duplications).
  • Should you wish to distribute invitations via Forms-Wizard, you will need to provide us with the content for the invites.
  • We wrote some suggestions regarding invitation distribution you should read.

Texts

  • Thank you text – this is the text your participant will see once they submitted their form. We can add unique elements to it, like an “Add to calendar” button.
  • Confirmation text – this is the text your participants will receive via email or SMS once they complete their registration. Special elements such as a registration summary table, QR codes can be incorporated in it. We have some tips for you on writing successful registration confirmations.

Graphics

  • Graphic recommendations are all listed here.
  • The essential graphics are the company logo and banners.
  • The form’s colors will be set according to them.
Download the preliminary requirements for new forms

The preliminary requirements for creating new forms aren’t clear enough?

We will be happy to answer all your questions!