All Visit Create forms consist of a collection of pages. Except for the Welcome (initial) and Complete (final) pages, all the in-between ones can be ordered and arranged to best suit your event’s needs.
Pages can contain one or multiple questions, registration/login buttons, or general event information.
There are various predefined system pages (e.g. Shop, Welcome, Complete) which only allow for minimal editing, such as title and introduction. These are pages that can be used across all events and all organisations.
You can create your own custom pages to be used at event or organisation level in any of your registration forms. Please follow the steps below:
Access from Homepage: Select your event > Form > Pages
You can add new pages, or edit organisation level and event level pages.
System Pages
System pages are available to all clients and events and are used to add specific functionality to registration forms. For all page types. Under current page settings, if you’re making use of group registration functionality you can configure if the page captures information for the main registrant only, the main and group members, or the group members only.
Welcome
All form interactions begin on the welcome page. Use the current page settings function in the form editor to choose which of the registering / updating options are available to the user. To change the text content, edit this directly in the form preview. Alternatively the default text for this page can be configured in the question editor. This page has four possible variants; use the selector in the current page settings to switch between them.
| Sub-Page | Function |
|---|---|
| Default welcome page | the ‘normal’ start page available when registration is possible, subject to being within optional availability dates and any limits imposed on the number of registrations. |
| Closed page | the current date is beyond the optional configured form close date. |
| Maximum registrants reached | an optional maximum number of registrations has been set on the form. This limit has been reached. |
| Not opened page | the current date is before the optional configured form open date. |
Complete
All successful form interactions (finished registrations) end on the complete page. Use the. To change the text content, edit this directly in the form preview. Alternatively the default text for this page can be configured in the question editor. In the case of using a shop workflow (one or more shop pages in the form setup) additional views of the complete page are exposed, dependant on the order and payment scenario.
| Sub-Page | Function |
|---|---|
| Complete registration | This view is exposed on attaining a successful registration. This may include a paid payment |
| Order confirmation | Where items have been added to the basked from shop catalog page(s), the order summary is displayed prior to being directed to the Payment Service Provider’s environment. If selecting an ‘invoice’ payment (this function needs to be offered via shop settings), then the next page will be Complete Registration as there’s no PSP to direct to. |
| Payment page | For Payment Service Providers integrated natively into the Visit environment, this page permits custom text to be added. Note that for many PSPs this doesn’t apply since the system will redirect to their environment (e.g. Stripe) |
| Payment denied | If the payment has failed when using the connected PSP system this page is displayed in Visit and permits suitable messaging to be set. For a successful payment, the registrant will be shown to the Complete Registration page. |
Shop
For registration flows where items can be purchased (for example attendance tickets, access to activities, physical products, add one or more shop pages to the form. For each page, use current page settings to select which of the available catalogs is to be shown. Note that rules may also be used to dynamically change which shop catalog is shown, based on properties of the event, registration and current date/time.
Photo
The photo page can be used multiple times in a form to capture one of the three supported media types. Note to work with identity photo and id card options, the document management subscription is required. Profile photo is available to all clients and events. Set the Document type under Current Page settings. Note if the same page is used more than once in a form (for example two instances of a profile photo page), the previously uploaded photo will be redisplayed.
Profile Photo
Upload an image using the file upload function or the camera on your device. The captured image is available for export via excel or the API (as a hyperlink to it), and can optionally be displayed and printed on documents for example full colour badges. The profile photo is also displayed to exhibitors and visitors using our engagement apps.
Id Photo
Upload an image using the file upload function or the camera on your device. This kind of document is more secure in that it’s not available for export or via the API. It may optionally be displayed and printed on documents for example full colour badges. Within the current page settings you may configure a maximum limit on the quantity of photos which can be uploaded (of type identity photo). To mandate a quantity, also select The Photo is mandatory. When set to mandatory, the minimum quantity can be set to a number lower than or equal to the maximum.
Id Card
Upload an image using the file upload function or the camera on your device. This kind of document is more secure in that it’s not available for export or via the API. It may optionally be displayed and printed on documents for example full colour badges. Within the current page settings you may configure a maximum limit on the quantity of photos which can be uploaded (of type identity photo). To mandate a quantity, also select The Photo is mandatory. When set to mandatory, the minimum quantity can be set to a number lower than or equal to the maximum
Photo Validation
For all document types (Profile Photo, ID Photo, ID Document), we offer three levels of image verification:
None (default): no checks are performed, any image is accepted
Human: the system verifies the image contains a human face
Identity: performs the strictest level of verification, by confirming the photo meets the requirements for a passport-type photo.
Photo upload – Summary
| Type | Document management subscription required | Available in export / API | Can be set mandatory | Multiple images supported |
|---|---|---|---|---|
| Profile Photo | No | Yes | Yes | No |
| Identity Photo | Yes | No | Yes | Yes |
| ID Card | Yes | No | Yes | Yes |
Use the mandatory checkbox and the minimum / maximum dropdowns (if available) to control the number of files captured on the each page instance:
Timeslot
Timeslots are used to restrict daily attendance at an event by splitting an event day into one or more defined periods, each with its own capacity limit. These are configured in the event setup section of Visit Create. To display a system-generated page in a Visit form from which a registrant can pick one of more periods, add the Timeslot system page. Note this can only be used once in a registration form.
From current page settings select whether the registrant can pick a single timeslot only for the whole event, or whether they can select one per event day.
Custom Pages
- Select Add.
- Provide the following page settings:
| Setting | Description |
|---|---|
| Page level | Select whether to add the page to the event or the organisation. |
| Page name | Visit Create uses this name to display the page in the Visit Create interface. Not visible to registrants. |
| Page title | Visit Create displays this on the page in the registration form. Visible to registrants. Enter a title for each translation. For more information on translations, refer to Add and manage translations. |
| Page introduction text | Visit Create displays this text at the top of the page in the registration form. Enter text for each translation. For more information on translations, refer to Add and manage translations. |
| Questions on page | You can use the page to display questions to registrants. To add a question to the page: Select Select questions. Browse the list of questions. Check all the questions you want to add. Select Save. |
- Select Save.
Edit a page
- Hover over the page you want to edit.
- Select Edit.
- Change the page settings. Refer to Add a page for more information about the settings.
- Select Save.