The data collection form is a native module that lets you easily and in a structured way collect key information from participants during the event. It’s a perfect tool for accepting additional terms, signing up for smaller activities, or giving consents needed to unlock premium features (e.g. networking).
After submitting answers to the form, the participant can display their answers on the screen at any time, but can’t edit them again.
To add a form to your app:
Go to the admin panel and open the Create ➝ Content → Component List tab.
Add the Data collection form module from the list.
Select the module from the side menu and click Create at the top of the page.
You’ll be taken to the form configuration menu, where you need to define its basic parameters:
Choose user groups (Availability): You decide who will see this form at all. If it’s supposed to be publicly available, leave the default tag All users. If it’s a survey only for VIPs, select the appropriate group.
User group (Optional): You specify whether filling out this form should automatically assign a new User Group to the participant (like in the networking example described below). You can read more about groups in this article.
Title: The form name visible to participants in the app (e.g. "Consent for networking" or "Package pickup").
Subtitle (Optional): An additional introductory instruction for the participant.
Available from / Available to: Lets you close the option to fill in the form within specific time frames. After the indicated date, the form becomes inactive.
When the general settings are ready, move on to building the form itself. Click the Add field... button and choose the right format.
You can download the collected answers in the Manage ➝ Participants tab (Export button). The column in the CSV file will have the same name as the one you enter in the ID field of a given question.
Each added field can be Required (it blocks sending the form without an answer) or optional.
Allows the participant to freely enter a short text answer. Perfect for collecting data such as: company name, car registration number or info about how you found out about the event
Name (Nazwa): Question text, e.g. "Enter the company name".
ID: System identifier (don’t use spaces), e.g. nazwa_firmy. If you have several different forms asking about the same thing, use the same ID – this way in the CSV file the answers will land in one, consistent column.
Used to create statements and consents (it requires the participant to “tick” the box). If you need to collect several consents, add more Checkbox fields one under another. This option lets you, for example, accept an additional set of terms before granting access to networking features, e.g. Group chat, Meeting scheduling, or Event gallery. Access will be granted based on the User Group.
Adding links to a Checkbox (Interactive text): If you want a clickable link to appear in the content of the consent (for example, leading to a PDF file with the terms), use numeric markers:
In the field Checkbox text enter a sentence and insert a curly bracket with the digit zero {0}, e.g.: I have read and accept {0}.
The system will display the Field details section below.
In the field Interactive text (Text fragment) enter the word that should replace the bracket (and become clickable), e.g.: Consent to use image; Networking Terms and Conditions.
In the field Link (Hyperlink) paste the URL, e.g.: https://twojastrona.pl/regulamin.pdf
Tip: If you need several links in one sentence, add more brackets incrementally:
{0},{1},{2}and fill in the fields that appear below for each hyperlink.
ATTENTION!
The number in the first added bracket has to be 0. If you want to add more clickable texts, put the numbers in the brackets in order 1, 2, 3,...:
How does the participant see it?
Below you can see the sequence of screens that the participant filling out the form sees.
After clicking on the module in the app, the participant sees a list of forms available to them.
2. After opening the form, they fill in the required text fields and check the checkboxes. Remember to keep the descriptions clear and concise.
3. After sending, the form gets the status "Zakończony" (Completed). The participant can click on it to open a screen with a summary of their submitted answers – it’s a great way for the participant to, for example, show the reception staff a confirmation of accepting the terms and conditions.
Have a great event with Meeting Application!
