Springly makes it easy to organize your meetups, workshops, and other events by letting you create an event form (or ticketing campaign). This article covers:
1. Why create your event form on Springly?
The benefits are many:
- Fast, guided form creation β no time wasted,
- Online credit card payments: no more chasing checks or handling cash,
- Sign-up form: collect the information you need from registrants at the time of registration,
- Real-time registrant tracking. See each person's chosen ticket type and whether payment has been received. Spot late payers and follow up with a message in just 2 clicks β keeping your cash flow secure,
- Automatic ticket and invoice delivery,
- Ticket scanning at the door,
- Automatic recording of sales and payments in your accounting.
2. Where to find, configure, and manage your event forms?
Your event forms are accessible from Forms > Events in the left-hand sidebar.
If it doesn't appear, enable the feature from Settings > Feature Selection, and turn on "Events".
3. How to create your event form?
Go to Forms > Events, then click the "+ Create an Event" button.
Step 1. General Information
These are the key details that will be visible on your event form.
Enter the name of your event in this section (required).
The description and image are optional, but we strongly recommend them β they'll make people want to sign up.
This section is also where you can enter the address, date, and time of the event.
You can also add terms and conditions or attachments (e.g., the event flyer).
Don't worry β you can update this information at any time.
π Note: Check out how to customize the appearance of your forms to make them visually appealing.
Step 2. Pricing
Create your ticket options by clicking "+ Create an option".
For each option, enter a name and a price (free or fixed amount).
You can choose from several pricing types:
- Main ticket β at least one is required to publish your form, and registrants can only select one of this type. E.g., "Standard Ticket" and "Youth Ticket (Under 25)",
- Optional add-on β e.g., ordering a meal,
- One-time donation β give attendees the option to donate at the time of registration,
- Open-ended question β e.g., Do you have any allergies?,
- File upload β e.g., parental consent form.
If you offer many pricing options, create pricing groups to keep things clear and easy to navigate. Simply click "Add a pricing group", give it a name, and drag your options into it.
Clicking the + options button gives you access to more advanced settings. These are enabled from General Settings > Configuration under the Forms & Ticketing tab. Everything is explained in this article: Choosing the settings for your forms and ticketing.
Step 3. Form
This section lets you collect information about your registrants.
Here you'll find:
- the general fields set by default in the platform
- the custom fields you've set up for your nonprofit from Settings > Community. For more information, see the dedicated article.
Fields can be required at sign-up, hidden, or simply optional.
Step 4. Payment and Confirmation
Choose the payment methods you accept at sign-up:
- credit card β single payment
- credit card β installment payments (in this case, you set the number of installments and the interval between each one)
- other offline payment methods: checks, cash, other
Even if your event is free, you must select at least one payment method to save your ticketing form. However, registrants who have nothing to pay will not see these options at sign-up.
Confirmation email and advanced options
In this section, you can also customize the message in the confirmation email β a great opportunity to add a personal thank-you note!
Additional advanced options are available, such as receiving an email notification for each new sign-up.
Step 5. Publication
The first question to ask yourself is: do you want people to be able to register on their own through your form (whether they pay online or not)?
If the answer is "yes" (which we recommend), choose one of the first 2 options:
- Via a link
- Published on the website
This won't prevent you from adding people manually.
If the answer is "no", select "No online sign-up". All that's left is to save β you're done.
This article explains the difference between an online form and an offline form.
Let's assume you've chosen online sign-ups β here's the final configuration step.
Publishing via a link
Specify who can access the page:
- anyone with the link you share
- specific people based on custom rules (Community, Members, etc.). In this case, they must be logged into their account on your Springly platform.
You can also set availability dates for your event form. Outside of these dates, people won't be able to register. Administrators can update the dates at any time β for example, to extend registration.
Publishing on the website
The On the website option lets you publish the event form on a page of your Springly website. For the form to be visible, the page hosting your form must be added to a site menu from Website > Menu and Pages.
As mentioned above, you can set availability dates for your form.
To access the form via this link, your website must be active (not in maintenance mode). You can manage this from Settings > Website.
4. Save and publish your form
Once all sections are configured, click Save.
The form's status will then appear as Published. You can later change this status by switching the form to draft, sales suspended, or archived.
If the form fails to save, the section with missing information will be highlighted in red. Fill in the required details and save again.
If you saved your form as a draft to preview its appearance, remember to go back to the Configuration tab, change the status from "Draft" to "Published", and save.
Now it's time to share your form link so people can register! You'll find it in the "Distribution" tab. This is also where you can publish the form on an external website by embedding the form as an iframe.
Learn more:
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