topic Re: Events forms with drop down options in Tips, Tricks & Best Practices

Events forms with drop down options

zacbadgley — Tue, 05 Dec 2023 15:03:04 GMT

Hello!

I am spinning up a technical webinar series and looking for ideas of how best to streamline the process.

Ideally, I'd like to have a single landing page with a short description of the upcoming events (3-5 at a time).

I would like to have a form to collect registration (and the form to send the details to Zoom). The challenge is I would like the form to have a dropdown selector for the upcoming events to choose. I'm not sure how to map those dropdown selectors to a workflow that adds registrants to the correct event in Zoom based on the event they selected in the form.

The other option (which is less desirable) would be a main page with descriptions, and each description links off to a dedicated page and dedicated form for that event. This option will require a lot more upkeep, so i'm looking for support around the first option.

Thank you,
Zac Badgley

Orkes

Re: Events forms with drop down options

karstenkoehler — Tue, 05 Dec 2023 15:08:45 GMT

Hi @zacbadgley,

Once you create a multiple checkboxes field with options that correspond to each webinar, you can use these values as an enrollment trigger for each webinar registration workflow. This should be one workflow per webinar to avoid potential issues that would occur with one big master workflow (simultaneous enrollment, nested branches with higher chance for error).

In other words, you have a multiple checkboxes event A, event B, event C. You then create three workflows, the first of which enrolls contacts who chose value is A, a second workflow that enrolls B, a third that enrolls C.

Let me know if you have any follow-up questions!

Re: Events forms with drop down options

zacbadgley — Tue, 05 Dec 2023 17:59:25 GMT

The thing I'm still unsure is how to get those multiple checkbox options to correspond to each respective webinar. I'm not sure where the select options are stored as a field or contact property in order to reference them in a workflow. @karstenkoehler

Re: Events forms with drop down options

karstenkoehler — Tue, 05 Dec 2023 19:14:31 GMT

Hi @zacbadgley,

When you create a form field, that would be the same as a contact property. In the enrollment criteria of a workflow, you would go into the contact property filters and your form field should show up there.