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How can I create a new Registration Form?
How can I create a new Registration Form?

How to create and utilize registration forms

Ashleigh Alldredge avatar
Written by Ashleigh Alldredge
Updated over a week ago

If you're looking to create a registration form for a race, gala, or other type of event, please follow the below steps on how to create a registration form.

1. Within the Campaign Overview tab of the campaign you are creating a new donation form for, the left-hand side holds a menu that allows you to create new campaigns, new forms, and new reports. To create a new donation form, click "New Registration Form":

2. You'll need to add in the initial information first: default label and unique ID. The Default Label is the public-facing name for the form. The Unique ID is the platform identifier for the form; it needs to be unique and cannot contain any special characters or spaces. Once you have those two pieces of information filled out, you can click "Save":

3. Once you click "Save," you will be brought to the Quick Config tab for the form. This tab allows you to make minor changes to the form by clicking the sections within the "Form Layout" section. However, our best practice recommendation is working tab-by-tab to get the most out of our form features. You also have the ability to preview the form at any time, and get the embeddable snippet code on the upper-right hand side:

5. The first tab you want to edit is Form Details. This area will allow you to add a unique header for the form, add any reporting codes that your team needs to keep track of, and also adjust the form's availability:

6. The next tab to edit is Registration Types. Here you can edit how the levels are presented, the Registration Types, Registration Limits, whether or not you want to allow multi-registrations or additional donations:


8. To add Registration Levels/Types, click "Add" for the Registration Type Choices section:

Here you can add a label for your Registration Types, create a limit to the number of registrations at that level, etc.:


9. The next tab is Form Questions. Here is where you can add any question you would like the donors to answer on the form by clicking either "Add Global" or "Add Local." There are two main sections for questions: Your Information and Additional Questions. Your Information is typically the contact details of the donor, and Additional Questions are for questions that do not relate to contact details like t-shirt information or company affiliation. You can also edit the labels of "Your Information," "Additional Questions," and "Payment Details," to fit your organizations needs:


10. The next tab is the Discounts. If you would like to add a Discount codes to all Registration Types or just one Registration Type, click on "Add Discount" for the Registration Discounts section:

Insert the name for the discount, the actual code you want donor's to use, whether it is a Money or Percentage discount, the amount of the discount, and if it applies to all registration types or a specific one:

11. The next tab is Confirmation Messages. Here you can edit the messaging that goes out to your donors once they've submitted their donation. The two important sections here are: On Screen Messages and Confirmation Email. The On Screen Message is the message that appears immediately on the screen after a donor hits "submit." The Confirmation Email is the email that is sent to the donor's inbox after submitting their donation, so it is a nice touch to have a thank you message from your team:

12. The final tab is Form Display. Here you can edit how the form looks and flows for the donors, add in a custom stylesheet for the form, and edit the security and footer message:


Those are the basics on how to create a new registration form. If you have any questions about this process or need assistance in configuring your own registration form, please reach out to our team at enterprise-support@givegab.com. 

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