{"id":4999,"date":"2023-08-01T14:22:44","date_gmt":"2023-08-01T21:22:44","guid":{"rendered":"https:\/\/connectionpoint.com\/help\/?post_type=docs&#038;p=4999"},"modified":"2025-06-26T07:38:12","modified_gmt":"2025-06-26T14:38:12","password":"","slug":"customizing-the-registration-form","status":"publish","type":"docs","link":"https:\/\/connectionpoint.com\/help\/docs\/customizing-the-registration-form\/","title":{"rendered":"Customizing the Registration Form"},"content":{"rendered":"\n<p class=\"has-text-align-center has-black-color has-pale-cyan-blue-background-color has-text-color has-background has-medium-font-size\"><strong>Gather any necessary information from sub-campaign owners and fundraisers by customizing form fields during registration.<\/strong><\/p>\n\n\n\n<div style=\"height:100px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p>All fundraisers are required to provide their full name and email address. However, there&#8217;s an option to customize the form and request additional information you may need. We recommend not asking for anything you do not actually need\u2014this creates a barrier to registration, and you want as smooth a process as possible.<\/p>\n\n\n\n<div style=\"height:25px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<div style=\"height:25px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"has-vivid-cyan-blue-color has-text-color\"><strong>Under the \u2018Registration form\u2019 section of the Registration menu, scroll down to the \u2018Customize your form\u2019 section. We will be discussing two sections of this form: form fields and Form rules.<\/strong><\/p>\n\n\n\n<div style=\"height:25px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"496\" src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" alt=\"\" class=\"wp-image-5732 lazyload\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" data-src=\"https:\/\/connectionpoint.com\/help\/wp-content\/uploads\/2023\/09\/Registration-form-1024x496.png\" data-srcset=\"https:\/\/connectionpoint.com\/help\/wp-content\/uploads\/2023\/09\/Registration-form-1024x496.png 1024w, https:\/\/connectionpoint.com\/help\/wp-content\/uploads\/2023\/09\/Registration-form-300x145.png 300w, https:\/\/connectionpoint.com\/help\/wp-content\/uploads\/2023\/09\/Registration-form-768x372.png 768w, https:\/\/connectionpoint.com\/help\/wp-content\/uploads\/2023\/09\/Registration-form-1536x743.png 1536w, https:\/\/connectionpoint.com\/help\/wp-content\/uploads\/2023\/09\/Registration-form-360x174.png 360w, https:\/\/connectionpoint.com\/help\/wp-content\/uploads\/2023\/09\/Registration-form.png 1814w\"><\/figure>\n\n\n\n<div style=\"height:100px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"has-vivid-cyan-blue-color has-text-color\"><strong>Form fields<\/strong><\/p>\n\n\n\n<p>Clicking \u2018Add your first form field\u2019 will open this window:<\/p>\n\n\n\n<div style=\"height:25px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" alt=\"\" class=\"lazyload\" data-src=\"https:\/\/lh6.googleusercontent.com\/rOCVzQiKje8ug93UZR0UPgvDjpJnWTKQbU-ZCff7ZRBB7Ed_eDhRiiaIPYiwcpvxXpA0wRQXPvrQIJm4k8mH_XEpBeHjtYWctqy0ywdcwCSNfNktnUNXc1Mx1fpG8GrMZua3Gs4nLwC92JaUB4lXEA\"><\/figure>\n\n\n\n<div style=\"height:100px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"has-vivid-cyan-blue-color has-text-color\"><strong>Field type<\/strong><\/p>\n\n\n\n<p>What would be the best way for this information to be represented?&nbsp;<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Input:<\/strong>&nbsp;fundraiser types in an answer that can be sub-defined as text, email, address, phone number, email, a URL, date, or number<\/li>\n\n\n\n<li><strong>TextArea:<\/strong>&nbsp;a blank area for the fundraiser to type anything<\/li>\n\n\n\n<li><strong>Select: <\/strong>The fundraiser chooses only one option from a dropdown list<\/li>\n\n\n\n<li><strong>Checkboxes<\/strong>: The fundraiser chooses one or more options to check off<\/li>\n\n\n\n<li><strong>Radio buttons<\/strong>: The fundraiser chooses only one option to check off&nbsp;<\/li>\n\n\n\n<li><strong>File upload<\/strong>: Allow the fundraiser to upload an image or document from their device<\/li>\n\n\n\n<li><strong>Rich text:&nbsp;<\/strong>Allows YOU to customize a message in the form. There is nothing for the fundraiser to do<\/li>\n\n\n\n<li><strong>Terms\/Waiver:&nbsp;<\/strong>Choose whether to have the fundraiser confirm they\u2019ve seen the message you write by clicking a button or applying a digital signature. (<strong>*There is a more powerful option for waivers. See Part 8 of this guide.)<\/strong><\/li>\n<\/ul>\n\n\n\n<p>You can add up to three fields per line (you\u2019ll be given the option to add the form field beside your current field or under it)<\/p>\n\n\n\n<div style=\"height:100px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"has-vivid-cyan-blue-color has-text-color\"><strong>ID<\/strong>:<\/p>\n\n\n\n<p>When you download the spreadsheet of your fundraiser information, this dictates what will show in this form field\u2019s column title. Therefore, choose something (within the given restrictions) that makes sense and will help you organize the information.<\/p>\n\n\n\n<p><strong>*All other fields have varying options. The in-platform guides will help you out!<\/strong><\/p>\n\n\n\n<div style=\"height:100px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"has-vivid-cyan-blue-color has-text-color\"><strong>Form Rules<\/strong>:<\/p>\n\n\n\n<p>You may only need some of your fields to appear in certain circumstances. For example, suppose you\u2019re hosting a hybrid fundraiser that offers both virtual and live options. You need to know who is joining live and who will be attending virtually. You need food allergy information for all live attendees. You want to make it mandatory, but why make those attending virtually fill out those details? You only want the food allergy field to appear\u00a0<strong>if the fundraiser has selected that they\u2019re attending the live event.<\/strong><\/p>\n\n\n\n<p>Clicking \u2018Form rules\u2019 will open this window:<\/p>\n\n\n\n<div style=\"height:25px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" alt=\"\" class=\"lazyload\" data-src=\"https:\/\/lh4.googleusercontent.com\/HHiPEXeLwAlc7nblaICSbooF1kx1oum0ya9HlTaW5qGpLN7_q9h7jDKpEKA7DOV_UxlwdvwJIg9ypPPrMxgqaFgFr8xjmzbD5eGGgwwlqUe31pGXolU9S7ekb-Ovg1pV0Gy_vxyDY1zPr0VVFWmTgw\"><\/figure>\n\n\n\n<div style=\"height:25px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p>Click \u2018Add a rule\u2019 for options:<\/p>\n\n\n\n<div style=\"height:25px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" alt=\"\" class=\"lazyload\" data-src=\"https:\/\/lh4.googleusercontent.com\/9zcYFPdT1cNte2jv8rB7908OkHJ3H64JzoEWlZz2ueVxtyLAsh6v6oSddISa5Nd5WPRgEzVKjstQfWeyjyzau7RvCGAUX4ieMvQVNJbRkeSKyJu2eIC4aLowW2DaUE0JbzIIHB6nMo2rrRrS9EF_mg\"><\/figure>\n\n\n\n<div style=\"height:100px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p>Using our example above, we have set the rule that when the fundraiser has selected \u2018Virtual\u2019 as their attendance, the platform will \u2018Hide\u2019 the \u2018Allergies\u2019 section from the fundraiser on the form.&nbsp;<strong>HINT: You have to click Add and then Apply!<\/strong><\/p>\n\n\n\n<p><strong>**We highly recommend experimenting with these options to customize the form to your exact preferences. **<\/strong> It takes a bit of practice \u2013 <strong>remember you can always delete and start over again! Let us know if you need extra assistance at\u00a0<\/strong><a href=\"mailto:support@connectionpoint.com\"><strong>support@connectionpoint.com<\/strong><\/a><strong>.<\/strong><\/p>\n\n\n\n<div style=\"height:100px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<div class=\"wp-block-group is-layout-constrained wp-block-group-is-layout-constrained\">\n<div class=\"wp-block-group is-content-justification-space-between is-nowrap is-layout-flex wp-container-core-group-is-layout-0dfbf163 wp-block-group-is-layout-flex\">\n<figure class=\"wp-block-image is-resized\"><a href=\"https:\/\/fundrazr.com\" target=\"_blank\" rel=\"noreferrer noopener\"><img loading=\"lazy\" decoding=\"async\" width=\"365\" height=\"106\" src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" alt=\"FundRazr logo, click to go to platform\" class=\"wp-image-3757 lazyload\" style=\"aspect-ratio:3.443396226415094;width:189px;height:auto\" sizes=\"auto, (max-width: 365px) 100vw, 365px\" data-src=\"https:\/\/connectionpoint.com\/help\/wp-content\/uploads\/2023\/04\/FR-logo-for-footer.png\" data-srcset=\"https:\/\/connectionpoint.com\/help\/wp-content\/uploads\/2023\/04\/FR-logo-for-footer.png 365w, https:\/\/connectionpoint.com\/help\/wp-content\/uploads\/2023\/04\/FR-logo-for-footer-300x87.png 300w, https:\/\/connectionpoint.com\/help\/wp-content\/uploads\/2023\/04\/FR-logo-for-footer-360x105.png 360w\"><\/a><\/figure>\n\n\n\n<figure class=\"wp-block-image is-resized\"><a href=\"petfundr.com\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"307\" src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" alt=\"PetFundr logo, click to go to platform\" class=\"wp-image-3778 lazyload\" style=\"aspect-ratio:3.3355048859934855;width:173px;height:auto\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" data-src=\"https:\/\/connectionpoint.com\/help\/wp-content\/uploads\/2023\/05\/petfundr_logo60-1024x307.png\" data-srcset=\"https:\/\/connectionpoint.com\/help\/wp-content\/uploads\/2023\/05\/petfundr_logo60-1024x307.png 1024w, https:\/\/connectionpoint.com\/help\/wp-content\/uploads\/2023\/05\/petfundr_logo60-300x90.png 300w, https:\/\/connectionpoint.com\/help\/wp-content\/uploads\/2023\/05\/petfundr_logo60-768x230.png 768w, https:\/\/connectionpoint.com\/help\/wp-content\/uploads\/2023\/05\/petfundr_logo60-360x108.png 360w, https:\/\/connectionpoint.com\/help\/wp-content\/uploads\/2023\/05\/petfundr_logo60.png 1128w\"><\/a><\/figure>\n\n\n\n<figure class=\"wp-block-image is-resized\"><a href=\"https:\/\/crowdfundr.com\" target=\"_blank\" rel=\"noreferrer noopener\"><img loading=\"lazy\" decoding=\"async\" width=\"365\" height=\"106\" src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" alt=\"Crowdfundr logo, click to go to platform\" class=\"wp-image-3758 lazyload\" style=\"aspect-ratio:3.443396226415094;width:189px;height:auto\" sizes=\"auto, (max-width: 365px) 100vw, 365px\" data-src=\"https:\/\/connectionpoint.com\/help\/wp-content\/uploads\/2023\/04\/CF-logo-for-footer.png\" data-srcset=\"https:\/\/connectionpoint.com\/help\/wp-content\/uploads\/2023\/04\/CF-logo-for-footer.png 365w, https:\/\/connectionpoint.com\/help\/wp-content\/uploads\/2023\/04\/CF-logo-for-footer-300x87.png 300w, https:\/\/connectionpoint.com\/help\/wp-content\/uploads\/2023\/04\/CF-logo-for-footer-360x105.png 360w\"><\/a><\/figure>\n\n\n\n<figure class=\"wp-block-image is-resized\"><a href=\"https:\/\/cocopay.co\" target=\"_blank\" rel=\"noreferrer noopener\"><img loading=\"lazy\" decoding=\"async\" width=\"365\" height=\"106\" src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" alt=\"Cocopay logo, click to go to platform\" class=\"wp-image-3759 lazyload\" style=\"aspect-ratio:3.443396226415094;width:220px;height:auto\" sizes=\"auto, (max-width: 365px) 100vw, 365px\" data-src=\"https:\/\/connectionpoint.com\/help\/wp-content\/uploads\/2023\/04\/CCP-logo-for-footer.png\" data-srcset=\"https:\/\/connectionpoint.com\/help\/wp-content\/uploads\/2023\/04\/CCP-logo-for-footer.png 365w, https:\/\/connectionpoint.com\/help\/wp-content\/uploads\/2023\/04\/CCP-logo-for-footer-300x87.png 300w, https:\/\/connectionpoint.com\/help\/wp-content\/uploads\/2023\/04\/CCP-logo-for-footer-360x105.png 360w\"><\/a><\/figure>\n<\/div>\n<\/div>\n","protected":false},"excerpt":{"rendered":"<p>Gather any necessary information from sub-campaign owners and fundraisers by customizing form fields during registration. All fundraisers are required to provide their full name and email address. However, there&#8217;s an&#8230;<\/p>\n","protected":false},"author":3,"featured_media":4712,"comment_status":"closed","ping_status":"closed","template":"","meta":{"footnotes":""},"doc_category":[67],"doc_tag":[],"class_list":{"0":"post-4999","1":"docs","2":"type-docs","3":"status-publish","4":"has-post-thumbnail","6":"doc_category-sub-campaigns-registration"},"year_month":"2026-04","word_count":534,"total_views":"2079","reactions":{"happy":"0","normal":"0","sad":"0"},"author_info":{"name":"Shannon Belliveau","author_nicename":"shannon","author_url":"https:\/\/connectionpoint.com\/help\/author\/shannon\/"},"doc_category_info":[{"term_name":"Sub-campaigns: Registration","term_url":"https:\/\/connectionpoint.com\/help\/help-category\/sub-campaigns-registration\/"}],"doc_tag_info":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.3 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Customizing the Registration Form<\/title>\n<meta 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