Form Fields — Types, Creation & Editing

What is this for?

The form is the heart of your event — it's what attendees fill out to register. This guide explains every field type available, how to add them to your form, and how to fine-tune each field's settings so you collect exactly the information you need.

Available Field Types

Field Type Description Best For
Text Field Single-line text input Names, company, job title, short answers
Text Area Multi-line text area Comments, descriptions, longer answers
Email Field Email input with validation Attendee email (required for identification)
Select (Dropdown) Single-choice dropdown, options from a catalog Country, department, session track, T-shirt size
Multi-Select Multiple-choice dropdown, options from a catalog Skills, interests, multiple session choices
Checkbox Group List of checkboxes (single or multi-select) Agreements, preferences, opt-ins
Date Picker Calendar date picker with optional range Birth date, preferred date, date range

Note: Every form must have at least one Email field. The system automatically adds a required Email field when you create a new form. This field is marked as the "subscriber identifier" and cannot be deleted.

Adding a Field

  1. Open the Form Setup step in the right sidebar.
  2. In the Create Field dropdown, select the field type you want.
  3. Click Add Field.
  4. The field appears at the bottom of the form preview in the center canvas.
  5. Click the gear icon on the field to open its settings panel.

Editing a Field

Click the gear icon on any field in the form preview. A settings panel slides out from the right. All fields share these basic settings:

  • Label — The text shown above the field (max 50 characters).
  • Required — Toggle on to make the field mandatory. A red asterisk appears next to the label.
  • Placeholder — Hint text shown inside the empty field (where supported).

Additional settings per field type:

Text Field / Text Area / Email Field

  • No extra settings beyond the basics above.

Select / Multi-Select

  • Catalog — Choose a catalog (predefined list of options). You manage catalogs in the Catalogs section of the same Form Setup step.
  • Allow Multiple Selection (Multi-Select only) — Toggle on to let attendees pick more than one option.
  • Dynamic Field — Toggle on to make this field's options depend on another Select field's value. When enabled, a Dependencies section appears (see below).

Checkbox Group

  • Single Select Mode — Toggle on to turn the group into radio buttons (only one choice allowed). Default is multi-select (checkboxes).
  • Add Checkbox — Click to add another checkbox option. Each checkbox has:
    • Label — The text next to the checkbox.
    • Default Value — Check this if the box should be pre-checked.

Date Picker

  • Date Range — Toggle on to let attendees pick a start and end date instead of a single date.
  • Minimum Date — Earliest selectable date (optional).
  • Maximum Date — Latest selectable date (optional).

Dynamic Fields (Dependent Dropdowns)

A Dynamic Field changes its available options based on what the attendee selects in another field. For example: pick "Country" in Field A → Field B shows only cities in that country.

To set up a dynamic field:

  1. Create a parent Select field (single-choice, not multi-select, not dynamic) with a catalog.
  2. Create a child Select field and enable Dynamic Field.
  3. In the Dependencies section that appears:
    • Depends On — Select the parent field from the dropdown.
    • Add Dependency — Click the plus button to create a rule.
    • For each rule:
      • Parent Value — Pick a value from the parent field's catalog.
      • Catalog — Choose which catalog to show when that parent value is selected.
  4. Add as many rules as needed.

Important: Dynamic fields require valid dependencies to have at least one dependency rule with a parent field and catalog mapping. The system validates this when you activate the event.

Reordering Fields

Drag the drag handle (six dots icon) on the left side of a field to move it up or down. The form saves the new order automatically.

Deleting a Field

Click the trash icon on the field, then confirm in the popup. The Email field marked as "subscriber identifier" cannot be deleted.

Field Validation Rules (Checked at Activation)

  • At least one Email field must exist and be required.
  • Select / Multi-Select fields that are not dynamic must have a catalog assigned.
  • Dynamic fields must have at least one valid dependency rule (parent field + catalog mapping).
  • Event type only: Journey must be selected. Start date must be in the future.

Common Questions

Why can't I delete the Email field?
It's the unique identifier for each subscriber. The system needs it to track registrations and send notifications.

What's the difference between Select and Multi-Select?
Select = one choice (dropdown). Multi-Select = multiple choices (dropdown with checkboxes).

Can I use a catalog I haven't created yet?
No. Create the catalog first in the Catalogs section of Form Setup, then assign it to your Select field.

How do I make a field required?
Open the field settings (gear icon) and toggle Required on. A red asterisk appears next to the label.

What happens if I change a catalog after the form is live?
Existing submissions keep their original values. New submissions see the updated catalog options.