The Form Builder is designed to be used as a way to collect information for whatever reason and have it stored within Leap Conventions. It is also the method in which additional information is collected in different areas of Leap Conventions.

The following areas are where Leap Conventions employs Form Builder to collect additional information:

• Schedule Submissions
• Attendee Registration
• Press Application
• B2B Purchase Flow

Through the use of different modules, Form Builder can be extended to provide different utility to event organizers.  Details about these modules can be found in this help article.

Setup

Form Builder is found under Event Setup in the main left hand navigation or under Tools.

Creating a New Form

To create a new form, enter the name of form in the field provided and click on “Create New Form”.  This will create the form and take you to the form edit page where you can manage modules, enter details about the form, and add questions.

Everything on the form edit page is automatically saved as you enter the data.  You can also trigger a save by clicking on the save icon at the top right of the page.

The name of the form and the description are publicly displayed at the top of the form collection page.  Click on the Active button at the top of the form edit page to enable the form for use.

Question Setup

To create a question, scroll to the bottom of the page where you’ll be able to select the type of question you’d like to create and click Create New Question.  

Once the question has been created, you can set the question itself and also enter “Hint Text” that is displayed alongside the question on the form collection page.  By default, form questions are set to required and must be filled out by users in order to submit the form.  To make a question not required simply click the Required toggle button in the top bar of the desired question.

Question information is saved as you enter data and a save can be triggered by clicking on the save icon in the top right of the question box.  Click on the delete icon to delete the question and remove it from the form.

Questions can be reordered by clicking and dragging on the top bar of the question box.  The order is automatically saved when you drop the question into its desired place.

Question fields have a 255 character limit, including any html entered.

Question Types

Text (1 line)

These are simple 1 line free form questions.

Text Field (multiple lines)

These are free form questions that provide a large text field for a longer answer.

Boolean (Yes or No)

These questions simply create a toggle button to select “Yes” or “No”.  If set to required, a user must select “Yes” before they can submit the form.  This is useful for those “Do you agree to the terms?” questions. 

Conditional Boolean (Yes or No)

These questions provide conditional options for “Yes” or “No” questions. When adding a conditional boolean, you are presented with both yes and no option outcome options. Here you can add new questions for each yes and no selection.

Multiple Choice

These are multiple choice questions.  After creating the question, you can create all of the options for the multiple choice question.  Options can be sorted by clicking and dragging on the option and setting it in its desired location.

Multi Select

These questions are similar in function to Multiple Choice questions but allow the user to select multiple options for their answer.  There currently is no support for “select X number of options”.

File Upload

A file upload question.  These are restricted to 10 MB of file size and specific types of files.  Most normal types of files are supported.  Supported extensions and file types include: jpeg, jpg, gif, png, pdf, csv, xls, txt, xlsx, doc, docx, mov, mpg, mp4, m3u8, ts, 3gp, avi, wmv, m4v.

Date

A date selector question.

Content Block

This is not a question type, but if you need to dump some information into your form, use this.

Social Media Links

This question will automatically create multiple questions to collect social media links for the following social media types: Facebook, Twitter, YouTube, Pinterest, Instagram, Snapchat, Linkedin.  Social Media Links cannot be set to “Required”.

Modules

Approval Module

The approval module adds additional functionality when managing form responses. Specifically, you will be able to "approve" or "deny" a form submission and send automated emails to the respondent. With the approval module turned on, the form will automatically collect First Name, Last Name and Email Address fields. There is no need to create those fields in form builder.

When viewing responses of an approval module form you will be able to filter between “All”, “New”, “Accepted”, and “Denied” responses.

When viewing a form response, you are able to set the status of the form to “Accepted” or “Denied” in two separate ways: via mass action on the form responses page, and in a section on the right side of the individual form response. 

• For Mass Edit: Select all of the responses you want to approve or deny, then select "Set to Accepted" or "Set to Denied" from the Form Mass Edit dropdown.
• For Individual Responses: Click into an individual response by selecting the eye icon. On the right-hand side, under Set Status, select Accepted or Denied.

You can also automatically send an email to the user when setting the status, along with a message.  The default message can be set in the approval module settings when setting up your form.  The default message will automatically populate the appropriate fields and can be modified before sending the acceptance or denial email.

Public Module

The public module allows you to flag specific data as “public” and set a label for displaying that data.  The user is able to see an indicator on the form collection page for which questions are considered “public” data. 

This has been created specifically for building out a public attendee profile in conjunction with Attendee Registration when used with the Attendee section of the Event Dashboard.  The public module does not currently have much use outside of this but what will the future bring?

Voucher Module

The voucher module will enable a form to send out vouchers for a specified product upon completion.  This is especially useful for creating a simple registration form for a free event.  When the voucher module is turned on, the form will automatically collect “first name”, “last name” and “email address” data to assist in generating vouchers and sending out the tickets.  These fields are saved to the order and not saved to the form response itself.  

Standalone Use

The voucher module can be used as a standalone without actually creating questions for the form itself.  In this case only the name and email fields will be presented on the form collection page.  The voucher will be created, but no form response will be saved (because there are no questions).

With the voucher module turned on, some new settings appear on the form edit page.

Before the form can be used, a voucher product must first be selected.  Only a single product can be selected and the voucher module does not currently support “bonus products”.

Require Unique Email

When set to “Yes” form builder will check to see if a ticket exists in the system for the selected Voucher Product.  If a ticket exists under the email address provided, the form response will not be collected and a voucher will not be distributed.

Collect Company Name

This will create a company name field which is attributed to the order.

Respect Product Availability

This disables the form when the product quantity has been reached.  You can set the product quantity when setting up the product.  A quantity check is also made with every form submission.

Show Availability

This follows the same logic when displaying availability for products on the purchase page.  Using the “When to show quantity left” field in the product edit screen, you can customize when to show the actual availability.

Managing Responses

Now that you’ve collected a whole bunch of responses to your form, what now?

Viewing Responses

From the response index page, responses can be viewed in a full table view with all of the answers to the questions by clicking on “Responses” in the “Actions” dropdown.  Individual responses can be seen and managed (in the case of the “Approval Module”) by clicking on the eye icon on the left hand side of the response. 

A response can be deleted entirely by clicking on the “Delete Response” button.  This cannot be undone.  When using the voucher module, the delete response button will not delete the voucher that was created.

Exporting Responses

When viewing the list of responses, there is a button in the top right corner of the page to “Export Responses”.  Clicking on this button will generate a .csv file containing all of the responses collected.

Reporting

From the response index page clicking “Report” in the “Actions” dropdown.  This page will generate a series of reports for questions that make sense to be shown in a report style view - specifically boolean, multiple choice, and multi select questions.  This report page will show graphs and detailed data for these types of questions.