How to Add Conditional Fields to Registration Forms

Add "if, then" statements to your registration forms to collect more specific information from attendees.Learn how to set up below.

Conditional logic is essentially an "if, then" statement.This can be applied to registration forms to collect more specific information from attendees.A common example is the location question: When registrants indicate that they live in the United States, a new dropdown appears, prompting them to select their state of residence.

This specificity allows hosts to qualify leads and inform their marketing strategies more efficiently.

A conditional custom registration field consists of two parts: theindependent fieldand thedependent field.

  • Independent field: If we think of conditional logic as an "if, then" statement, the independent field is the "if." This field is displayed to everyone who opens your registration form.If registrants submit a certain answer, the dependent field will appear.
  • Dependent field:This is the dropdown menu, text field, or check box that appears only to guests that submit a certain answer in the independent field.

So if we wanted to ask registrants to tell us what their job title is, we'd make "What is your Job Title?" the independent field.Here's how it'll look for registrants.Then we'd trigger the dependent field, "What department do you manage?" to appear only when the registrant indicates that they are a Manager (the value).

Screen Shot 2022-07-12 at 11.17.20 AMScreen Shot 2022-07-12 at 11.17.52 AM

How can I add conditional logic to my registration forms?

Create Your Independent Field

1.Log into your webinar and select theManage Webinartab.In the left-hand menu on this page, selectCustom Registration Fields.

2.ClickAdd Field

Screen Shot 2022-07-12 at 11.23.14 AM

3.In the pop-up that appears, create your independent field (in this case, What is your Job Title).ClickSave Fieldto complete.

Screen Shot 2022-07-12 at 11.25.46 AM

Create Your Dependent Field

4.Next, create your dependent field.This is the field that will display if the registrant submits a pre-defined answer in the independent field (e.g., the job title). Return to the custom registration form menu.ClickAdd Field.

5.In the pop-up that appears, enter the name of the dependent field (in this example, "What department do you manage").Then from the list below, checkDependent Field.

6.Once you selectDependent Field, two prompts will appear below it.Here, you will set the "logic" of the dependent field (i.e., set the dependent field to display only when the qualifying answer has been submitted).

So if we want the "What department do you manage?field to display only when a registrant has indicated that they are a Manager, we'd do the following:

  • SelectShow this field when:A dropdown menu containing your active custom registration fields will appear.Select your desired independent field from this list (i.e., "What is your Job Title?").
  • UnderneathHave the following value(s),choose the answer that will trigger the dependent field to appear (i.e., "Manager").

    Screen Shot 2022-07-12 at 11.27.07 AM
    If you formatted the independent field as a dropdown or checkbox display, all possible options will display in a dropdown menu.Choose your desired value from this list.

    If you formatted the independent field as a free entry text box, type your desired value in the box provided.(Note: If your value is case-sensitive, we recommend using drop downs or checkboxes for the independent field).

ClickSave Fieldto complete.

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