Form Builder | Maximize Demosphere

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Free Form vs Template Sean Rose, Marketing Director

Transcript of Form Builder | Maximize Demosphere

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Free Form vs Template

Sean Rose, Marketing Director

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Today’s Agenda:

● Form Builder Introduction

● Connecting Key Fees To Questions / Answers

● Linking Promotional Codes

● Analyzing Form Responses

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Participant Form● Add Basic Form Item

● Add From Template

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Basic Form Items● Label

● Image

● Text

● Secure File Upload

● Checkbox

● Memo

● Dropdown Memo

● Multiple Choice

● Container

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

● Saved in templates section for repeat use.

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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!

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Baseball or Softball Registration vs Softball/Baseball Registration Form 2

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Basic Player Information

Basic Player Registration Form

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Create A Template: Form Builder

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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

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Edit A Template: Form Builder

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

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Utilize A Template

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Connecting Important Fees● Edit the question to attach fee

● Click the teal Link button

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● Available Fees & Discounts will open

● Select the fee to connect

● The selected amount will appear next to the Input Choice

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Volunteer Opt-Out Fees

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2

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Out of County Fee

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Out of County Fee

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

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Connecting Discounts● Add new Text item

● Check “Discount code lookup” option

● *Codes are case sensitive*

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Conditional Questions

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

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

● Add the Conditional Tag that matches

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Coaching License

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Financial Aid

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Template Suggestions

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Demosphere adds new templates based on usage & popular request!

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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

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● Report Builder

● Data Exporting

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Sean Rose

Marketing Director

[email protected]