In this article:

• Where is it?
• How to use Admin form fields
• Editing the Admin form
• Admin-only form rules
• Adding data to Admin form fields
• Pulling a report of Admin data

Where is it?

You’ll build Admin forms from the Form Editor.

Head to the Configure tab and choose Form Layout. Choose the type of form, and then Edit Form:

You’ll manage your Admin forms from the Attendee List or Company List pages:

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How to use Admin form fields

Admin form fields are useful if you need to do things like:

• Organize Attendees or Companies into specific groups
• Opt certain participants out of 1x1 meetings
• Opt certain Company Reps out of presentations
• Keep track of high-value Attendees

Basically, the Admin form is there whenever you need to collect internal details or add designations to your participants. Participants won’t see these fields on their forms, but you’ll access them on the backend.

Learn about some useful Admin fields here.

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Editing the Admin form

Step 1. Once you’re in the Form Editor, head to the top of the form. Use the Form version drop down menu to choose Admin:

Step 2. At the bottom of the form, be sure to uncheck the box for Save to both Attendee and Admin form versions.

That will keep any changes you make on the Admin version of the form only:

Step 3. At this point, you can add existing fields or create custom fields for the Admin form. Click Save when you’re done.

If you need to, you can also revert your form to a previous version.

Learn more about the Form Editor here.

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Admin-only form rules

Form Rules are also available on the Admin form. Learn more about Form Rules here.

For Admin forms, rules often involve automatic settings for certain participants. Let’s say, for example, that anyone who’s a Presenter at your event won’t participate in 1x1 meetings.

Below is a sample Admin rule for this. It triggers when a new participant is added with the Company Rep role. On the public form, there’s a Presenting? field. Any Rep who answers Yes is automatically opted out of meeting requests:

This rule will trigger whether the Rep adds a Yes answer on the public form, or you add it from your Admin view (see below).

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Adding data to Admin form fields

For this example, we’ll use the Attendee form. (For the Company form, this process is exactly the same.)

Step 1. Head to the Attendee List page (Or the Company List page, if you’re working with a Company form):

Step 2. Locate an Attendee you need to update. Head to the Action menu, and then choose Contact:

Step 3. You’re now looking at the Admin version of this user’s registration form. You can add or edit any information you need. Here, we’re completing two Admin form fields.

Click Submit to save:

If you need to update another user’s record, you can use the navigation tools at the top of the form. Click the Next button to jump to the next person on the Attendee List:

Alternatively, you can use the drop down menu to choose a different Attendee and jump to their record:

If you've previously imported your list of Attendees or Companies and want to add some Admin fields, our Support team can import an updated list for you.

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Pulling a report of Admin data

You can customize the data you see on the Attendee List and Company List pages.

For this example, we added two Admin fields to the Attendee registration form. We’ve added data to these fields on the backend. Now we need a quick report of that data.

Step 1. Head to the Attendee List page:

Step 2. Next, click on the Columns tab.

Use the drop down menu to choose the Admin fields you need to see. Click Add after each one.

Click Apply to save the changes:

Step 3. The Attendee List now displays the data from the Admin fields:

Step 4. Need to export this list? Head to the top right corner and click Bulk Actions. Then choose Excel to export the list in Excel format: