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Editing Organization Registration Form

Creating a tailored registration form is one of the most valuable things you can do as an organizer. It ensures the first step of your participants' event journey starts smoothly and that you collect all necessary information from their first touchpoint.

The b2match registration form builder allows you to create tailored forms for both participants and organizations. In this article, we will explain how to edit the organization registration form to suit your needs and collect the right information.

How can I manage the organization form?

The main content area is the place where you rearrange, add, or delete registration fields. 

Org main content area
The registration form works on the drag and drop principle.

To reorder the questions on the registration form, simply click it, hold, and drag it to the desired place.  

To add a new question to the form, find it in the Form fields list on the right sidebar, then click, hold, and drag it to the desired spot in the main content area . 

This principle works both for core fields and custom fields. Learn more about configuring custom fields in our article Creating & editing custom fields.

How can I edit a core field?

Core fields are system-defined and offer limited editing capabilities compared to custom fields. 

You can configure which participant types the question will be visible and required for.

To configure the field, first find it in the All fields or Core fields right sidebar.

Next, hover over it, and then click on the pencil (Edit) icon.  

Edit icon org form
Then, simply tick the checkboxes to set visibility and required status for the desired participant type. If the setting applies to all, use the All participants checkbox

Edit visibility for org reg fields

Tip: After you are done editing the registration form, don’t forget to click on the Save form button to ensure you have saved your work.

The Organization type and Areas of Activity fields are special core fields specific to the organization form.

To use them in your registration form, you must first define the available options (e.g., “Startup”, “Enterprise”, “Biotech”, “Fintech”) within your Event Configuration settings. Once configured there, you can add and edit these fields in the form builder like any other core field.

How can I remove a field from the registration form?

To remove a field from the registration form, hover over the field in the main preview, and click on the x (Delete) icon next to it. 

Removing org reg field

Keep in mind that you can always see which fields are included in the registration form.

In the Form fields sidebar, a green checkmark next to a field means it is currently included in the form.

If a field has a checkmark but is on a white background, it means the field is included in the form but is not visible to all participant types. 

If a field doesn’t have a checkmark but instead has 6 dots next to it, it means the field is not included in the form. 

Field status-1

How can I preview the registration form?

You can preview the form at any time to see how the participants will experience it.

Note: Keep in mind that you save your changes by clicking on the Save form button, to ensure all your desired questions are shown up in the registration form.

To preview how your participants will see the form, click on the Preview form button in the upper right corner of the main content area

Org main content area-1
To preview the form as a specific participant type, select it from the dropdown in the upper-left corner.

Pax type reg org form

If your event is multilingual, you can also preview the registration in the different languages of your event. To do this, simply select the language from the drop-down. 

Multilingual org form preview

On the left side you will see how the registration will look in full with all the steps included. 

If you wish to see a full preview of the registration as it will appear on the website, click the Preview icon at the top of the  right sidebar or the Registration button in the main header.

To go back to editing the form, simply click on the Edit form button and continue editing the form. 

If you didn't find an answer to your questions, please get in touch with the Support Team here.