In this video, we'll look at using four different ways to ask for and record information in EventsAir: user-defined fields (in the Contact module); custom fields; marketing tags; and notes.​
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Yes – you can clone them within an event or from another event; when you select "Clone from" in the Custom Fields setup, you get a dropdown menu to select an event, and then you can select the field(s) to clone. You just have to give them a different name. Also, when you clone an event, it'll include the custom fields from the original event.
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You have lots of flexibility here, depending on what you want to set up.

If you want people to be able to select numbers (rather than just having a numeric input, where they type in a number), you can create a "Tag" type custom field, and add in the sub-tags you want as selection options.

These are effectively text fields, so you can add specific numbers, or ranges of numbers, or even something like "Less than" or the " < " symbol, followed by a number, etc. However, these can't be calculated in reports etc. (because EventsAir is treating them like a text field).

If you want to use sub-tags but override the order in which numbers appear, add a "sort order" to the sub-tags, as shown below (the fields on the far right are the sorting order):
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When you add your custom field tags to your interactive (registration) site, you have other options too. For example, you can add more than one Contact component to your site, and only include in each one the Contact Custom Fields you want to appear in that section. That way, you can break up the questions into sections with different headings. Alternatively, you could do this with HTML elements.

You can also use radio buttons instead of dropdowns so you can add a “None” (or some other) option.

The screenshot below shows the registration site builder view for a sub-tag list of numbers that have been allocated a sort order (see previous screenshot), compared to one with NO sub-tag sort order.

The first one (with the sort order) is set up as radio buttons, and the second one (no sort order) is set up as a dropdown list.

Here's how this looks on the registration site.

You can see in the registration site preview below, the sort order will override the listing of number "10" putting it immediately below number "1".

The label of the custom field on your site is also up to you - the default label is what you called the custom field when you set it up (see dropdown example below), so you might prefer to leave the label blank. or add something different:

As with Numeric custom fields, an "amount" custom field type will only accept valid numbers. Amount fields don't display a currency in the field on the registration site and only give you the option to mark it as required or not in the builder. The registrant can enter a decimal currency amount (such as 44.95 to mean $44.95) and if a whole number is entered, a decimal and two zeroes will be added when the amount is recorded on the contact record or shown in a merge doc. Amounts entered in this way can be correctly calculated in reports etc.

However, if you specifically want currency symbols to appear on the registration site, AND you want people to choose from a list of currency amounts, you can also set this up via sub-tags, in a similar way as you set up "number" sub-tags. [Remembering, though, that these are treated by EventsAir as text fields.]

If you're doing this, you can add whatever currency symbols and sort orders you would like.

On the site, it looks like this as a dropdown:

And like this as a radio button group (this time with no label, and with a "none selected" option of "I don't want to pay".

Yes – in the Attendees Panel, go to their contact record, and in the Marketing module, select “+” to add a new marketing tag (if it’s not there already). Then just select the tag and add/amend the value (pasting it in if needed), then save.
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Definitely. You can use the marketing tag Additional information of "Tag Only" OR "Sub Tags" to appropriately tag the right groups. Then when sending any communication, you can filter on the tags that you want to send to. The Marketing Tag filter also lets you select “And” or “Or” filter operations.

They're an add-on so you can connect EventsAir to other software platforms you use such as your CRM or member management system. Read more here...

After Education webinars, we email those who registered a link (about a week later) and all previous webinars are also in our library [That's a link to the section of the help site where you’re reading this :) ]