Forms

Navigate to: Menu > Acts & Performers > Forms

Overview

Forms let you collect information from performers, promoters, customers and staff, such as tech specs, rider details, hospitality requests, access needs or feedback. Forms can be used online, in the back office, or both, and can be linked to events and products.

The Forms page

•       Add Form: Create a new form

•       Show Active: Show only active forms

•       Show Inactive: Show only inactive forms

•       Show Inactive & Active: Show all forms

•       Manage Boards: Go back to your pipelines in Acts & Performers > Pipelines

Add a form

•       Go to Acts & Performers > Forms

•       Click Add Form

•       Enter the form name and description

•       Set Form Availability to Online, Back Office, or Online & Back Office

•       Set the form to Active or Inactive

•       Add your questions (see Question types)

•       Click Save Form

Question types

Click Add Question and choose from:

•       Question With Text/Contact: The person answers in their own words. This can also be linked to a contact field (see Add contact fields)

•       Single Select Question: The person chooses one answer from a list

•       Multi Select Question: The person chooses one or more answers from a list

•       Check Box Question: The person ticks a box, for example to confirm they agree to terms

•       Date Field Question: The person picks a date

•       Email Field Question: The person enters an email address

•       File Upload Field Question: The person uploads a file, such as a tech rider, stage plot or ID

•       Form Info: Adds information or a description to the form. This is not a question and needs no answer

For each question you can set whether an answer is required. For single and multi select questions, click Add Option to add each answer choice.

Add contact fields

You can link form answers directly to Contacts & Relationships by adding contact fields to your form.

•       Click Add Question > Add Question With Text/Contact

•       Under Contact Fields, select the field you want the answer saved to: First Name, Last Name, Address, City or Post Code

Add an email field

•       Click Add Question > Add Email Field Question

•       Under Contact Fields, choose Email

When someone fills in the form, any details entered in contact fields are automatically saved to their contact record in Contacts & Relationships.

Add a trigger

Triggers link a form to an event or product, so the form is shown when that event or product is bought.

•       Open the form and click Add Trigger

•       Choose Trigger: select whether the form is linked to an event or a product

•       Choose Value: select the event or product to link the form to

•       Choose Form: select the form to use

•       Click Add Trigger to confirm

Copy a form

Open the form and click Copy Form to duplicate it. You can then edit the copy as needed.

Reorder questions

Save your form first. You can then drag and drop questions to change their order.

Submit a form in the back office

Open the form and click Submit Form to fill it in on someone's behalf, for example when taking details over the phone.

View form responses

Option 1: View all answers

•       Go to Acts & Performers > Forms

•       Click View Answers on the form

•       Detailed reports and charts will show

Option 2: View a customer's answers

•       Go to Acts & Performers > Forms

•       Search for the order to see that customer's form responses

Tip: If your form is linked to an event or product, you can also see the form answers on the order info page for that order.

To see the form as it appears online, click View Online Form.