There are two options to including a document in your event page, a document for review and a survey to complete.
Adding a Document
Adding a document to the event page will create a link that allows the registrant to view and download the document. There is also an option to allow the registrant to acknowledge it.
1. Navigate to the event page Event Setup tab, then the Document sub-tab.
2. Click on Select file... to select the file to upload. This file should be a pdf and a file size of 10 MB or less.
3. Once you have selected the file it will be shown under the Select File button. Click on Upload to add the document to the page.
4. With the document uploaded, enter the Document Name and a Headline.
5. If you wish to require acknowledgement, you can toggle Requires Acknowledgement to YES.
6. If you need to replace the document, you will click on Remove File, then follow the same process again to add the new document.
7. If you are finished with the event setup step, you can click Next at the bottom of the page to continue to the next step.
8. When a document is included, the document will appear on the event form with the link highlighted in blue. If it requires an acknowledgement, there will be a box to the left of the headline.
Adding a Survey
Under the document tab can also choose to replace the standard document and instead launch a previously created survey/form. The survey/form will allow the registrant to answer questions and then submit them before completing their event registration. The results of that survey/form can then be launched on the main Events grid under the “Survey Result” column.
1. Enter the name of your survey in the Document Name field.
2. Include instructions for completing the survey in the Headline field.
3. If you wish to add a confirmation, you can set Requires Acknowledgement to YES to add a checkbox to the page.
4. Set Use Survey/Form toggle field to "YES". Once active this page will display additional fields.
5. Survey/Form - Select which Survey/Form should be linked to this Event.
6. Save Submissions as a Document - When set to "YES" a PDF file containing the answers submitted within the Survey/Form will be saved on the registering Constituent's record.
7. Document Category - Select which category should be assigned to the document created for the submitted survey/form.
8. Click Update to save your changes.
Note: The Survey/Form doesn't require the Constituent Field > Name & Email question because the results will be tied just to the constituent who completed the survey. But, if you want the person's name to display when you click on the link under the Survey/Form Results on the Events grid, you should include that question on your survey.
9. On the event page you will find the link to the survey under the Amount Due field. The survey completion cannot be required, even with the Requires Acknowledgement turned on, however they will not be able to complete the registration unless that box is checked.
