Registrant Details

As you design a registration form, include registrant detail fields to capture contact and custom information about registrants. Since first and last names are required to identify registrants and their guests, these fields are included by default and can't be removed.

Note: Registrant detail fields display on the registration form for every participant who registers.

To add registrant detail fields to a form, open an event record. Under Online registration forms, add or edit a form and then select Form. From the Form builder, select Build, Registrant details and move the fields to the form.

To reduce the number of times registrants enter contact information as they complete forms, they can indicate when they are signing the same person up for additional registration fees or add-ons.

For example, a person registers a foursome for a golf tournament. They can select Use a previous registrant to select from a list of those four names if they also need to register the group for dinner after the tournament.

Note: If a registrant selects more than one registration fee associated with a participation level, Raiser's Edge NXT saves the participation level from the first fee listed on the form to their record.

To edit the registrant selector fields:

  1. Hover over the registrant selection section on the form and select Click to edit.

  2. If necessary, edit the text to describe new and previous registrants. Under Preview, review how your changes will appear on the form.

    Note: If you selected Allow unnamed guests under Getting started, you can also change the text to describe anonymous registrations.

  3. Select Done.

Note: Registrant first name and last name are required fields included on the form by default and can't be removed. You can also select to include middle name as an optional field and update its label.

To edit the name fields:

  1. Hover over the names section on the form and select Click to edit.

  2. If necessary, edit the text in the name and register anonymously fields. Under Preview, review how your changes will appear on the form.

  3. Select Done.

Registrant email address is not a required field on the form, but you may want to include it to help with constituent matching.

To include the email address field:

  1. From the Form builder, select Build, Registrant details and move Email to the form.

  2. Hover over the email section on the form and select Click to edit.

  3. Select Required to make the email address required for all registrants.

  4. If necessary, edit the text for the labels. Under Preview, review how your changes will appear on the form.

  5. Select Done.

The registrant address is not a required field, but you may want to add it to the form to capture every participant's address for future mailing campaigns.

To include the registrant address fields:

  1. From the Form builder, select Build, Registrant details and move Address to the form.

  2. Hover over the address section and select Click to edit.

  3. Select Require address to make the address fields required for all registrants.

  4. If necessary, edit the text for the labels. Under Preview, review how your changes will appear on the form.

  5. Select Done.

The registrant phone isn't a required field, but you may want to include it to help with constituent matching.

To include the phone field:

  1. From the Form builder, select Build, Registrant details and move Phone to the form.

  2. Hover over the phone section and select Click to edit.

  3. Select Required to make phone required for all registrants.

  4. If necessary, edit the text for the labels. Under Preview, review how your changes will appear on the form.

  5. Select Done.

To help track custom information about participants, such as t-shirt sizes, meal preferences, and seating requests, you can add fields — known as participant options — to collect details that are specific to each event. After you add participant options to an event, include them on forms. For information about how to add and manage participant options, see Participant Options.

To include a participant option:

  1. From the Form builder, select Build, Registrant details and move the participation option to the form.

  2. Hover over the option and select Click to edit.

  3. Select Required to make the option required for all registrants.

  4. If necessary, edit text for the labels. Under Preview, review how your changes will appear on the form.

    Tip: To modify the values available for a participant option, such as to update the text or add a new value, edit the participant option from the event record.

  5. Under Who should this option appear for, select whether to show the option for all registrants or only those who select a specific registration fee. For example, only gather t-shirt sizes for people who receive a t-shirt with their registration.

  6. Select Done.

Note: If someone registers themselves again to update their participant option selection, their participant option on their participant record is not updated unless they did not make a selection the first time they registered.