form builder | maximize demosphere
TRANSCRIPT
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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
1
2
3
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Out of County Fee
1
2
3
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Out of County Fee
1
2
3
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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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● Best-In-Class [email protected]
● Demosphere BlogPre-Populate Registration FormsBuild Your Own Registration FormCollect Uploaded Documents During Your Registration Process
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