How to Add a Registration Form to the UA-NY.org Website

Prerequisites

• Familiarity with WordPress, or similar webpage editing tools
• Admin access to UA-NY.org website

Adding Form

• Log into UA-NY.org site
• Select “Forms” from the left-hand menu bar; default view is list of existing forms
• Identify an existing form that matches desired form, e.g., “Workshop Registration”
• Roll the mouse over the form name, and a menu will appear underneath it; select “Duplicate”
• The duplicated form will appear in the list with a “(1)” after it
• Click on the new form or…
  • Roll the mouse over it, and a menu will appear underneath it; select “Edit”

Change the form name

• Select “Settings…Form Settings” from the menu bar at the top under the form title
• Update the Form Title and the Form Description
• Scroll down to the bottom, make sure “Enable anti-spam honeypot” is selected
• Click “Update Form Settings”

Check the registration email settings

• Select “Settings…Notifications” from the menu bar at the top under the form title
• Click “Admin Notification”
• Check the “Send to Email” and “From Email” are set to the appropriate email address
  • For example, shareaday@nullua-ny.org or workshop@nullua-ny.org
  • Information for updating how emails to these addresses are forwarded
• Update “Subject” line as necessary
• Scroll down and click “Update Notification”

Edit form

• Select “Edit” from the menu bar at the top under the form title
• To edit one of the fields on the form, click on the field, and edit options will expand; edit as necessary
• To add additional fields, click on the appropriate button in the panels on the right
• When finished, click “Update”

Adding the form to a web page or post

• Click on Forms in the left-hand menu bar
• Identify the form you want to add from the list
• Make sure it is activated—the toggle to the left of the form name should be green, not grey
• Edit the page or post (it is important that it be refreshed after you have activated the form, or the form will not appear properly)
• Add a new paragraph where you want the form to appear
• A plus sign in a black box will appear to the right, reading “Add block” when you mouse over it; click this
• Select “Form” from the dropdown
• This will insert a Gravity Forms block, with a dropdown to select which form
• Select the new form from the dropdown
• Update the page/post

To see form entries

• Select “Entries” under “Forms” from the menu bar on the left
• Remember to respect attendees’ privacy, and DO NOT SHARE this information outside the organizing committee

To download form entries

• Select “Import/Export” under “Forms” from the menu bar on the left
• Select the form name from the dropdown list
• Select the desired fields (if in doubt, “Select All”)
  • Optionally select a date range, for example, if you have previously downloaded entries and want to exclude those
• Click “Download Export File”
• The page will download a CSV file that can be opened in Excel or Word
  • You can use the information in this file to create an email list to update with reminders or other event information
  • Remember to respect attendees’ privacy, and DO NOT SHARE this information outside the organizing committee