How to Create a Registration Flow for an In-person Event in Zuddl

Editing the flow

1. Log in to your Zuddl dashboard.

2. Navigate to Registration > Flow. This redirects you to the flow builder page.

   

   
   

   You enter the flow builder screen in the draft state.

Create a form

1. In the form section, you can add or edit fields on the registration form. Edit the display name of the standard fields.

   

   You can only edit the display name of the standard registration fields. Other properties cannot be edited.
2. Click +Add field to add a new standard or custom field.

   1. You can choose from a list of standard fields or create a new custom field (default).

      

   2. Select an option from the Type dropdown to select the data type.
      • Text: for text inputs
      • Email: for inputs in email format
      • Phone number: for inputs in phone number format
      • URL: for inputs in URL format
      • Country: This shows the country list as a dropdown
      • Dropdown: to select input from a list of options. You can add your options in an additional field called ‘Options.’
      • Multiselect: dropdown options with multi-select
      • Number: for inputs in number format
      • Rich Text: for inputs in rich-text format. You can add iFrames in rich text fields.
        
      • Date: for inputs where a date must be selected.
      • Date time: for inputs where both a date and a time must be selected.
      • Session picker: a dropdown which shows all sessions or session groups in an event. This field cannot be hidden.
        
        
        1. Choose a Session group. This is only available if you have created session groups. You can only add one group.
        2. From the Condition to choose sessions dropdown, choose a suitable condition for the session group to be shown to users during add-on selection:
           • Exact number: Allow users to select a fixed number of sessions. Enter a specific number in the Enter a number field. 

           • Range: Allow users to select between a minimum to maximum number of sessions
             

             • Minimum no. of sessions: Enter a minimum number of sessions a user should/can select. For example, if you specify a minimum of 3 sessions, the user can't proceed with the add-on selection if they didn't select 3 sessions.

        3. Optional. Show session group name in the registration flow. This helps attendees to quickly find the right groups to select. 

        4. Optional. Select the checkboxes for the required session details to be shown during session selection:

           • Session group name

           • Session group description

           • Session description
             
             
             
             

        Edge-case:
        If you wish to use both session picker and add-ons. You must keep few things in mind.
        
        - If you wish to show same session groups for selection, you can either use session picker or add-ons based on how you wish to offer them (free or charged) as both features have similar functions - capturing attendee's session selections.
        
        
        - If you wish to offer different session groups. The selections you make when buying add-ons will be an addition to any selections made on the form. For example, if an attendee selected session 1 & 2 (free sessions) while filling the form and session 3 & 4 when buying add-ons (charged sessions), the particular attendee will have access to session 1, 2, 3, and 4.
   3. Optional. Select the Mandatory checkbox.
   4. Select the Hide field checkbox if you wish to hide this field to people who register for your event. Click Hide on the confirmation prompt message. Click Hide on the confirmation prompt message.
      
      
       
      For example, if you wish allocate hotel rooms to attendees for you in-person event, you can do so by allocating rooms internally first by modifying registration details of attendees. Once the bookings are finalized, you use merge tags to communicate the hidden fields information over emails.  
      
      Mandatory fields cannot be hidden.
      Organizer can modify the field value for people who have already registered. You can also use merge tags to communicate such info

3. Click +Add logic button to add field condition in your form.
   

   You cannot add logic to hidden fields

   1. On the Edit logic and conditions modal, select a field from the list. Only those fields appear that come before this field (Food preference in the screenshot below).
      

      Hidden fields do not appear in this list of fields.

   2. Select a condition. The dropdown list option based on field type (is & is not, all of the & any of the)

   3. Enter the value.
      
      Learn more on how to create field conditions for your registration page/flow.
      
      

4. Now, in the Button section, rename the button name. Defaults to Continue.
   

5. In the same way, you can also add disclaimers to a registration form by clicking the +Add disclaimer button.

   
   

   Conditional logic on disclaimers
   You can also add conditional on disclaimers by clicking the +Add logic button
   
   
6. After you’ve finished the editing form, close the side pane to view the updated flow diagram.  

Ticket selection

1. The next step is Ticket selection. Click Add tickets. This redirects to the Tickets tab under Registration > Ticketing. Learn how to add Tickets.

   You can also add additional forms in the flow before and after the Ticket selection stage

   

   Note: You can drag and drop the ticketing step to and from the start of the flow.
   Note: You can’t delete the ticketing step in the flow after the ticket sales have started.

Set up an order page

1. Once you’ve added the tickets, the next step in the flow is to set up your Order page. 

   
   

   After you’ve added a merchant account, the order page step in the flow looks like this:

   

   
   

2. An Order page is where your customers make payments. A merchant account is required to facilitate ticket purchases by attendees using preferred payment methods. Click on Set up merchant account, this takes you to the Merchant account tab under Registration > Ticketing. Learn how to set up a merchant account.

3. You can also Add disclaimer.

   Note: You can also Rename/Delete the Order page step.

4. Finally, edit the Success/Thank you page content. You can edit the standard messaging for Page title and the Sub-text to be shown to your attendees.

   

Publishing the flow

On the confirmation pop-up, click Publish. This makes the recently edited registration flow live for your attendees.

You can click the </>Get embeddable code to copy the embeddable code to your clipboard to paste it at any desired web page to show the Zuddl registration form and collect registrations.

View and restore version

Once published, you can view the published flow by clicking the three dots icon on the top, as shown in the screenshot below:

If you are making changes to an already published flow, you can restore the published version by clicking the Restore this flow button on the published flow view should you face any errors while editing the flow.

Troubleshooting Errors

If there are any errors in the flow, they will be highlighted, as shown below. You can view more details to understand the error and fix it in the flow.

• Since there is no undo option, all your changes are saved instantly and you would not be able to undo any changes made.

Create flow branches

1. Go to the step that requires branching and go to the editing page.
2. Select the Branching tab. The default branch step is the immediate step after the root step and the same is shown in the list. 
   
3. Click on the  +Add branch button
4. On the branch edit form, enter the following:
   
   1. Select the field on which branching condition is to be applied.
      
      Unavailable fields
      
      Session picker field and hidden fields cannot be selected for branching.
   2. Select the appropriate condition clause
   3. Enter the desired value.
   4. Add more conditions if required by clicking the +Add Condition. In between two conditions, you can select an operator namely, 'Or' or 'And'. You can also delete conditions by clicking Delete condition option.
   5. Select the Go to step from the dropdown with the default branch in mind. This is the step to which the branch should lead. 
      
      
      Once you've added the Go to destination, you cannot change it. You would need to delete the branch and start over. 
      Ensure that you've created all steps in the right order before you get started with the branching logic. You can use spreadsheets or drawing boards to visualize the flow before you create it.
5. You can edit your branch name if required. The branch names are displayed on the flow line and allows your team members to quickly identify the branch by its name.
   

You can view the branching conditions by hovering over the branch name.

You can create steps in between a flow by clicking + button in the flow line, the step it was pointing to before creating a branch will be the default step