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Template | Body - Registration / Booking procedure - 5 Registration: Participant form

In the booking process, it is important to only request the data that is absolutely necessary to register for your offer. Edoobox offers you maximum flexibility here by allowing you to create your own participant form in the Design Manager. In the following documentation, we explain in detail how you can create your form and what other options the template offers you to optimize the registration process.

Available widgets in the participant form

If you decide not to create your own participant form and do not place a widget in this template, edoobox automatically uses all active participant data fields that are activated in the participant data field settings.

Info: additional participant data fields

In the edoobox settings under Subscriber data fields, you can create up to 30 additional data fields in advance from the Limited2 subscription and then link them here.

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Registration template: Participant form: Available widgets A- E

Form field A

To integrate a form field into your template, simply use the drag-and-drop function. For each data field that you want to query during the booking process, drag a corresponding form field into the template. You can find more detailed information on the widget settings for the form field below in the section: Properties and options for participant form fields.

Billing address B

The Billing address widget allows participants to enter a different billing address, such as that of their employer. If you use the reverse charge procedure, adding this widget is essential as it allows you to record the VAT number. The different billing address is saved in the participant's booking and not in the participant's general information. In the widget settings, you have the option of activating the data fields that you would like to query in the billing address.

Login - Register C

With the Login - Register widget, participants can log in via their Facebook profile, for example, or existing participants can log in via the edoobox login. When participants register for the first time, they receive their login details by confirmation email. In order for this information to be sent correctly, it is necessary that the placeholder ##UserAccess## is integrated in the corresponding email template.

Tip: Avoid duplicates

To remind your returning customers of their subscriber account, it is worth integrating the "Login registration" widget into the registration form. When your customers log in via their existing subscriber account , information that has already been entered is filled directly into the corresponding data fields and you receive fewer duplicates.

Price categories D

The Price categories field can be used for collective applications if different price categories are used. This allows the desired price to be assigned to each participant.

Text block E

Use the text block to insert text and images in all active system languages at any point. Select whether the text block should always be displayed or only when the offer overview is open in the iFrame itself.

Properties and options of the participant form fields

Link form field

Before you make any settings in the Form field widget, it is essential that you first link the specific participant data field that you want to query to the widget. The data fields that have not yet been used in the form are displayed in the dropdown.

Please note: incorrect link

If a form field has not been linked correctly, registration can no longer be completed!

Label Text

Next, use the Text label to define how the data field should be labeled in the booking process. If you offer the booking form in different languages , you have the option here to translate the data fields in all active languages.

Field type

By selecting a specific field type, you then determine the design in which the data field is queried. You have the option of choosing between different field types. Each of these field types enables a specific type of data entry that can be customized according to the requirements of your booking form.

Available field types

Field type

Mandatory field
possible

Application

Text field F

Yes

Max. 256 characters

Text area G

Yes

Max. 256 characters

Options Selection H

Standard

Selection from predefined options

List menu I

Standard

Selection from a predefined list

Checkbox J

Yes

Checkbox for a form field

Concealed content K

Yes

For entering data that should not be displayed in the input form.

Date field L

No

For entering dates such as date of birth

File M

Yes

For uploading files such as images, videos or PDFs

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Frontend participant form: Display of different field types

Settings field

The available settings vary depending on the selected field type. The most important settings for the various field types are briefly explained below to help you configure your form fields.

Mandatory field

The form is checked before the form data is sent to ensure that the mandatory fields have been filled in correctly. The check is not carried out until the "Complete registration" button is clicked, so that the person making the booking has the option of skipping forwards and backwards through the registration steps even if the form has not been completed in full.

Info: Mandatory fields

The following three fields are mandatory in the self-created participant form:
First name, last name and e-mail.

Enter data twice

This setting is used in particular for information where correct spelling is important. Participants are required to enter the information twice to ensure that both fields match. This is particularly popular when entering email addresses to ensure that the information is correct without the need for validation by a confirmation code.

E-mail validation

edoobox allows you to check the authenticity of a participant's e-mail address free of charge using a code validation process. An e-mail with a validation code is sent to the specified address. In many e-mail providers, opening the e-mail is sufficient proof of successful validation. If this is not sufficient, the code can also be entered manually to confirm the authenticity of the e-mail address.

Telephone number validation

Edoobox allows you to check the authenticity of a subscriber's telephone number by means of code validation. If a local number is entered, edoobox uses the country from which the registration is made or, if no country code is specified, the country according to the system settings of the browser used.

A mobile number is validated using an SMS code, while a landline number is validated using a voice code via a call. This validation is subject to a charge and the fee per validation is approximately 0.08 EUR, which will be charged to your edoobox account. Validation is only carried out if your account has a minimum balance of EUR 10. The individual transactions can be viewed and checked in the settings under "Billing".

Validation date field

edoobox offers you two different types of validation for the date field:

  1. Date validation: Here edoobox checks whether the date entered by the person making the booking is within a predefined period. This option ensures that the entry fits within the defined framework.

  2. Age validation: With this method, edoobox calculates the person's age based on the date of birth entered. This function allows you to restrict registration to people within a certain age range. The required minimum and maximum age must be within the time period.

Check input with pattern (experts)

When using pattern validation via regex, you can define the desired format for inputs very precisely. However, this method requires specialist knowledge of regex, as you have to define the pattern yourself.

A practical example of regex validation would be checking the email domain if you want to ensure that only participants with certain email domains can register for a course. In our specific case, only people whose email addresses end in school.edoobox.com or education.edoobox.com end.

The corresponding regex pattern used to enforce this restriction is:

REGEX
[a-zA-Z0-9._%+-]+@(schule|bildung)\.edoobox\.de

This pattern ensures that the e-mail address contains one or more permitted characters (letters, numbers, dots, underscores, percent signs, plus signs and minus signs) before the @ sign. The domain must then contain exactly school.edoobox.com or education.edoobox.com be.

Related instructions

Keywords for these instructions

Design Manager ¦ Participant form ¦ Validation ¦ Regex ¦ Billing address

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