Module 9 of 12
Creating and Connecting Event-Specific Registration Forms
Duplicate the registration form for each active seminar, connect the correct form to each event popup, and make sure every registrant is tied to the right seminar date.
What to show on screen
- Locate the master registration form in the client's sub-account
- Duplicate and rename one form for each active seminar
- Connect each form to the correct event popup inside the seminar funnel
- Verify that every Register button opens the right form
Each seminar date needs its own registration form. The forms are cloned from the master registration-form template, renamed using the firm name and event date, and then connected to the matching popup inside the seminar funnel. This setup is what allows the system to know which seminar the contact is registering for before the related workflow begins.
What you will complete
- Preserve the original registration form as a reusable template
- Clone one form for every active seminar
- Rename each form using a consistent naming convention
- Open the correct seminar funnel
- Connect each registration button to the correct popup
- Add the matching event-specific form to each popup
- Confirm that every seminar date uses a different form
- Prepare the forms for the event-specific workflows covered in the next module
Every seminar date must use a different form
If two events share the same form, the system cannot tell which seminar the contact registered for. Event-specific workflows, confirmation messages and reminder timing will be attached to the wrong seminar.
Why this step matters
Event identification
The form captures the seminar ID and date through hidden fields populated by URL parameters.
Workflow routing
Each event's registration triggers the correct confirmation, reminder and follow-up sequence.
Reporting accuracy
Registrations are tied to the right event so the dashboard and pipeline stages remain accurate.
Advisor clarity
The advisor can see exactly which seminar each contact registered for without manual tagging.