Skip to main content
All CollectionsHELP CENTER - MANAGERS3️⃣ Manage sourcing
πŸ“ How to create a registration form (participants and projects)
πŸ“ How to create a registration form (participants and projects)

Create and customize participant and project registration forms

Updated over 2 weeks ago

Creating a registration form is essential for gathering applications from participants and projects in your program. Here’s a step-by-step guide:


​

1️⃣ Purpose of the Forms

Participant Form

Use Participant forms to evaluate individual participant applications and collect relevant data (age, city, occupation...).

Project Form

Use Project forms to evaluate project submissions from participants and determine their eligibility for your program.


​

2️⃣ Steps to Create a Registration Form

Add a New Step

1. Navigate to Program Setup > Forms in your admin dashboard.

2. Click + Add Step to define the structure of your form. A pop-up window will appear.

3. Fill out the details for the step and click Add.

Add Questions

1. After defining a step, click + Add Field to insert questions.

2. Choose the question type (e.g., text, dropdown, file upload).

3. Configure visibility settings:

β€’ Mandatory: Require the question to be answered.

β€’ Visibility: Decide if the field is visible to program managers, jury members, or public profiles.

πŸ’‘ Tip: Fields can be customized to collect only the data you need. Avoid adding unnecessary questions.


​


3️⃣ Using Predefined Questions

To save time, you can reuse questions from previous programs:

1. Go to the questionnaire you want to copy.

2. Click the three dots beside the desired question, then choose Export. This will download the question.

3. On the new form, click the three dots, choose Import, and upload the saved question.


​

4️⃣ Publishing and Sharing the Form

1. Once your form is finalized, click Publish.

2. Copy the generated form link and share it with potential participants or teams.


​

🌟 New Features!

Import and Export Questions

Re-using questions from past programs is now seamless with the export/import feature described above.

Advanced Field Options

β€’ Add tags to fields for improved filtering in reports.

β€’ Use conditional logic to show or hide fields based on user responses.

Enhanced Accessibility

Forms are now optimized for mobile viewing and support multiple languages.


​

FAQs

Q: Can I edit a form after publishing?

A: Yes, but changes to published forms are immediately reflected. Inform participants of any significant updates.

Q: Can participants save progress and complete the form later?

A: Yes, forms include an auto-save feature to enable this.

Q: How can I track form completion rates?

A: Use the Statistics tab under Program Insights for detailed analytics.

Did this answer your question?