In this article:

• Where is it?
• Building a custom form
• Notifications of submitted forms
• Previewing the custom form
• Accessing the form responses

Where is it?

Custom Forms live on Custom Pages. You’ll build these from the Configure tab:

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Building a custom form

In this example, our event reimburses Attendees for their travel costs. Let’s create a custom form so everyone can submit their expenses.

Step 1. Head to the Configure tab. Choose Custom Pages:

Step 2. The first time you visit this page, you’ll see the Add Custom Page form, as shown below.

After that, you’ll click the Add button to create new pages.

Step 3. Give the new page a title. That has two parts:

   • Page: The label you add here will appear in the URL of the new page. Don’t use any spaces.

   • Title: This is the page title that will appear on public menus. It’s a good idea to keep the title short.

Step 4. In the Menu field, choose where this page will be visible.

   • You can add it to the Attendee or Company menu, or both.

   • If you want to share the URL of this page in links (such as in batch emails), click Public Site.

Step 5. Use the Type menu to choose Form.

After that, click the Configure Form link:

Step 6. Now the page shows an empty form. Click the Add field button, and you’ll have access to any custom form fields you’ve already created.

Click on any of these to add them to your form:

If you need to create a new field, click the Create field button. Learn more about creating custom fields here:

Once your fields are in the form, you can move them around and create sections.

Step 7. When your form is ready, click Save.

After that, click the Custom Page link, to return you to the editor:

Notifications of submitted forms

As an option, each time someone submits a form response, you can send emails to your team and/or the submitter.

Step 1. Once you’ve saved the form, you’ll see a new field: Email on submission.

If you want to send an email notification each time someone submits the form, set this to Yes.

Step 2. Choose who should receive notifications:

   • Submitter: The person submitting the form gets a summary of their responses, along with any message you enter in the Email intro message field.

   • Host: By default, MeetMax notifies the event host email address. You can add more of your team’s email addresses here, separated by commas.

Step 3. Click Save.

If the Submitter returns to the form and changes their answers later, MeetMax will notify everyone you specified of the updated response.

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Previewing the custom form

We created this example form for the Attendee view, so that’s where we’ll preview it.

Step 1. Head to the Attendee List:

If you create a Custom Form for Companies, you’d go to the Company List to preview it instead.

Step 2. Go to any Attendee record. Click the Login button to see their view of MeetMax:

Step 3. Now you're on the Attendee account page. In the menu bar, you’ll see the new tab with your form's title.

Click on it to access the custom form:

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Accessing the form responses

You can see the form responses on the Attendee List (or Company List). There, you’ll create a custom view using the fields from your form.

All of your custom form fields are now available in the Columns tab. Click each one to add them to the view:

You can add or remove any other fields you like, and then save this view as a custom report to access later.