Preliminary requirements for creating new forms

Form Details

These are the basic details you must send the Forms-Wizard team so we can set up your form:

• Form title – can be changed later.
  Note that the title will appear on invoices if you plan to charge your participants via the form. 
• Sub-domain (the desired URL for the form) – in English, lowercase letters only. Minimum of 3 characters. This URL is permanent.
• Form language – Hebrew/English.
  
  

Event Details and Organizers

• Event details – date, time, and location.
• Organizers details – contact name, email, phone etc.
  
  

Form Fields

Prepare a list of all the questions you want to ask your participants.

A few pointers:

• Mark which questions are mandatory and which aren’t.
• Provide us with all the options for multiple-choice questions.
• Let us know if you plan to charge for registration and how much.
• Also make you we know if some options have specific inventories/ 
• Point out conditioned questions.
  E.g., only those who choose “Other requirements” will see the “Please specify” question.
  
  

Invitees and Invitations

• Optional. If the form is meant for specific people, we need their details.
• The list needs to be on an excel file, with columns matching the form’s fields. E.g., if the form asks for a “First name” separately from the “Last name,” the file can’t contain one field for a “full name.”
• You need to specify which field will be used to identify the participants upon entering the form and make sure that each participant has a unique entry for it (with no duplications).
• Should you wish to distribute invitations via Forms-Wizard, you will need to provide us with the content for the invites.
• We wrote some suggestions regarding invitation distribution you should read.
  
  

Texts

• Thank you text – this is the text your participant will see once they submit their form. We can add unique elements to it, like an “Add to calendar” button.
• Confirmation text – this is the text your participants will receive via email or SMS once they complete their registration. Special elements such as a registration summary table, and QR codes can be incorporated into it. We have some tips for you on writing successful registration confirmations here.
  
  

Graphics

• Logo, banner, and background are pretty much a must these days – you need them to engage your visitors.
• Graphic recommendations are all listed here.
• The form’s colors will be set according to them.