Master data

Here you can select which master data fields should be displayed to your guests in the registration form and whether or not they are mandatory.

Symbols

Red crossed-out eye = field is not displayed to the guest in the registration form

Green eye = Field is displayed to the guest in the registration form, information voluntary

Green star = mandatory field, mandatory!

All master data listed here refers to the main guest who signs up for the event:

• Email
  Input field for the email address, error message if the email address does not contain an @
• Salutation
  Selection between “Mr.”, “Ms.” and “Non-binary/other”, free text input possible
• Title
  Various titles are available for selection here, but it is also possible to enter free text
• Pronouns
  The options “he/him”, “she/they”, “they/them”, “other” and “none” are available here, but guests can also enter their own free text
• First name
  Input field for the first name
• Last name
  Input field for the last name
• Image
  An upload is displayed where guests have the option of uploading a file
• Birthday
  Input field for the date of birth in the format DD.MM.YYYY
  
  Note: By clicking on the cogwheel symbol next to the birthday, you can specify a minimum age and a maximum age for registering for the event. If the main guest is younger or older than the age group you have specified, registration for the event is not possible!
• Gender
  Choice between "Male", "Female" and "Non-binary/Other"
• Phone number
  Selection of the country code and input field for the telephone number
• Mobile
  Selection of the country code and input field for the mobile phone number
• Address
  Input fields for street, house number, zip code and city, selection menu for the country
• Company address
  Input fields for street, house number, zip code and city, selection menu for the country
• Company/Organization/Institution
  Input field for the name of the company/organization/institution
• Position
  Input field for the guest's position
• Web
  Free text input field
• Info
  Free text input field
• Covid status
  Selecting the corona status - find out how you can influence which options are displayed below.

Here you can select which master data fields should be displayed for the accompanying person(s) of your guests in the registration form and whether or not they are mandatory.

Symbols

Red crossed-out eye = field is not displayed to the guest in the registration form

Green eye = Field is displayed to the guest in the registration form, information voluntary

Green star = mandatory field, mandatory!

All master data listed here refers to the accompanying person(s) that the main guest registers for the event:

• First name and last name
  Input fields for the first name and surname
• Title
  Various titles are available for selection here, but it is also possible to enter free text
• Salutation
  Selection between “Mr.”, “Ms.” and “Non-binary/other”, free text input possible
• Address
  Input fields for street, house number, zip code and city, selection menu for the country
• Company/Organization/Institution
  Input field for the name of the company/organization/institution
• Position
  Input field for the guest's position
• Email
  Input field for the email address, error message if the email address does not contain an @
• Phone number
  Selection of the country code and input field for the telephone number
• Web
  Free text input field
• Other/Info
  Free text input field
• Birthday
  Input field for the date of birth in the format DD.MM.YYYY
  
  Note: By clicking on the cogwheel symbol next to the birthday, you can specify a minimum age and a maximum age for registering for the event. If the main guest is younger or older than the age group you have specified, registration for the event is not possible!
• Covid status
  Selecting the covid status - find out how you can influence which options are displayed below.

Here you have the option of (de)activating the following options in relation to your guests' master data:

• Allow registration with the same email address
  If this option is activated, several guests can register for the event with the same email address by selecting that they would like to register with a deputy email address. This is helpful, for example, if there is only one email address within a family or company that is used by several people.
  You can find more information about registering with a proxy email address here.
• Activate by default
  If you activate this option, registration with a proxy email address for this event will be the default for every registration. 
• Lock master data editing
  By default, a guest can change the master data that you have already stored for them during the registration process. By clicking on the “Block master data editing” link, you can deactivate this option so that the guest can no longer change the master data you have already entered.
  Note: You can undo this setting again at any time, by clicking on the "Allow master data editing" button

If you have activated the “Covid status” field in the master data of the main guest and/or the accompanying person, you have the option to (de)activate certain values that your guests can select. 

The following values can be selected by your guests by default:

• Vaccinated
• Recovered
• Tested
• I am not vaccinated, recovered or tested

Here you have the option of deactivating the following covid status - in order to do that the toggle must be set to green:

• I am not vaccinated, recovered or tested
• Tested
• Recovered

Example: For a "2G" event where only vaccinated and recovered guests are allowed, the toggles for the options “I am not vaccinated, recovered or tested” and “Tested” should be set to GREEN.

If you have booked the paid additional feature "Extended CRM / Dynamic master data", you have the opportunity to create your own master data fields.

This is how:

• Go to the "Form" tab of your event 
• Below the default master data you will find a blue field with the title “Add Dyn. attributes”
• In the dropdown menu, choose the option "Create new attribute"
• Click on the + symbol
• Name
  Enter the name of the field here.
• Description
  Here you define a description for the field.
• Code for dynamic placeholders
  If you enter a code here, you can use it to use the value that the guest enters in this field as a placeholder for mailings, name badges or the event microsite.
• Type
  You can choose between the following field types:
  
  • Text (single-line)
  • Textarea (multiline)
  • Address
  • Date
  • Date and time
  • Time
  • Number
  • Image
  • File
  • Checkbox
  • Notification email (CC)
    The email address that the guest enters in this field will receive a copy (CC) of all emails selected below that guestoo sends to the guest.
    
    E-mail types that are taken into account:
    Here you check the box next to all email address types that should also be sent to the CC address. You can select one or more email types here, e.g. if only the registration confirmation is to be sent as a copy to an assistant.
  • Dynamic group
  • Dynamic group (Multiple selection)
• Activate the toggle next to the “Enabled” option so that the field is displayed
• Click on "+Create new"

Dynamic groups

A dynamic group is basically a field that provides the guest with various predefined options to choose from.

If you choose the field type “Dynamic group” or “Dynamic groups (multiple selection)”, you will be prompted to select an existing dynamic group.

You can find out how to create a dynamic group on this page.

There are a number of settings you can make for each master data field.

This is how it works:

• Go to the "Form" tab of your event
• Click on the master data field that you want to change the settings of
• After you've made all desired changes, don't forget to click on the "Save" button in the bottom right corner

Tab "Content"

• Label
  Description: Here you can enter an additional description for the field, which is going to be displayed below the field name
• Default value
  If desired, you can enter a default value here with which the field is prefilled

Tab "Settings"

• Import of the field
  Here you will find the name that the column must have in the Excel import so that you can import data for this field directly.
• Design
  Width in the registration form:
  Here you can set the width of the field in the registration form on large screens. You have the choice between:
  
  • --default--
  • 100%
  • 50%
• Placeholder
  Here you will find the placeholder that you can copy to use the value of this field for personalization in your texts. You can find more information on the use of placeholders in our placeholder documentation Documentation about placeholders.
• Validation pattern
  In this field, you can enter regular expressions to specify which pattern the guest's input must follow, e.g. for flight numbers, ID numbers, IBANs, etc. You can find a bunch of examples on this page.
• Miscellaneous
  
  • The guest is not allowed to edit the field
    If you activate this option ( toggle on green), the guest will NOT be able to edit the information in this field. However, if the field is visible in the form, the guest will see the information you have predefined.
  • Include when exporting contact documentation
    Activate this option to display the field as a column in the contact documentation.
  • Show in wallet
    If you activate this option, the value of the field will be displayed on the front page of the Apple/Google Wallet.
    Attention: Please only use this option sparingly, as the space for displaying further information on the wallet front page is very limited!!
  • Private field
    If you activate this option, the field will be emptied when the guest clicks on the “Register another guest” button after a successful registration, so that the next guest who registers cannot see what the previous guest has entered in this field.
  • Include the number of accompanying people in the statistics for this field
    If you activate this option, the number of accompanying persons for this field will be included in the “Statistics” tab of the event.

Tab "Conditions"

In the “Conditions” tab, you have the option of defining conditions that must be met in order for the event-specific field to be displayed to the guest.

This is how:

• First, decide between "AND" or "OR"
  
  • AND: If you choose this option, all conditions that you create for this field have to be met in order for the guest to be displayed this field in the registration form.
  • OR: If you choose this option, only ONE of the conditions that you create for this field has to be met in order for the guest to be displayed this field in the registration form.
• Click on "+Add condition"
• Under “Field”, select the respective field to which the condition should apply
• Under “Operator”, select an operator. Depending on the type of field you are referring to, you have the choice between:
  
  • is true / is false
  • = / != (is equal to / is not equal to)
  • is not empty / is empty
• If you select the operator = or !=, a third field is displayed in which you can specify the respective value that the field must (not) have
• Following this example, you can add as many conditions as you like, of which either ALL or only ONE must apply (depending on the setting above) for the guest to see the field
• Click on "Save" - done!

For each field, you have the option of specifying whether it is displayed or not and whether the input is mandatory or voluntary. Regardless of whether it is a master data field, an event-specific field or a consent form.

This is how you change the status of a field:

• Go to the "Form" tab of your event
• Click on the "Edit" button in the top right corner
• Click on one of the symbols next to the corresponding field:
  
  • Red, crossed-out eye: Not displayed in the form
  • Green eye: Displayed in the form, voluntary input
  • Green star: Is displayed in the form, mandatory input
• Once you have made all the desired settings, click on the “Save” button in the top right-hand corner