Form Builder | Maximize Demosphere

Post on 16-Feb-2017

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Transcript of Form Builder | Maximize Demosphere

Free Form vs Template

Sean Rose, Marketing Director

Today’s Agenda:

● Form Builder Introduction

● Connecting Key Fees To Questions / Answers

● Linking Promotional Codes

● Analyzing Form Responses

Participant Form● Add Basic Form Item

● Add From Template

Basic Form Items● Label

● Image

● Text

● Secure File Upload

● Checkbox

● Memo

● Dropdown Memo

● Multiple Choice

● Container

Templates● Pre-made registration forms, supplied by system or custom-made by you!

● Saved in templates section for repeat use.

Default Registration Form Templates

○ Baseball or Softball Registration

○ Basic Player Information

○ Basic Player Registration Form

○ Basic Registration Form (with additional parent info)

○ Financial Aid

○ Hockey Player Registration Form

○ Volunteer Form - Basic

Custom Domain Templates

○ Templates made and saved by you!

Baseball or Softball Registration vs Softball/Baseball Registration Form 2

Basic Player Information

Basic Player Registration Form

Create A Template: Form Builder

Create A Template: Form Builder● Add Form Items and Templates

the same way you would on the

Participant Form.

● Save the template for later use

Edit A Template: Form Builder

Templates can be updated and deleted in the Form Builder Template dashboard

Utilize A Template

Connecting Important Fees● Edit the question to attach fee

● Click the teal Link button

● Available Fees & Discounts will open

● Select the fee to connect

● The selected amount will appear next to the Input Choice

Volunteer Opt-Out Fees

1

2

3

Out of County Fee

1

2

3

Out of County Fee

1

2

3

Setup additional fees to choose from in the Fees & Discounts tab.

Connecting Discounts● Add new Text item

● Check “Discount code lookup” option

● *Codes are case sensitive*

Conditional Questions

If the registrant checks “Yes” they need a uniform, all questions with the conditional tag “uniforms” will now appear.

● Create the question(s) that should appear if they click “Yes” to uniforms

● Add the Conditional Tag that matches

Coaching License

Financial Aid

Template Suggestions

Demosphere adds new templates based on usage & popular request!

Analyzing Form Responses● Registration Management

○ View each form item as a separate column

○ Sort/filter on each column

○ Search on each column

○ Configure table to show certain items of interest

● Report Builder

● Data Exporting

Sean Rose

Marketing Director

srose@demosphere.com