The Custom Registration Forms feature gives you the power to gather whatever customer information you need at registration time and use it to build teams, create custom reports or just customize your customer profiles. You can add your own questions to the Dash Online registration page on a per-season basis or add your own fields to the customer profile page.
There are four major steps for using Custom Registration Forms on your Dash site: first you will create the custom questions (fields), then you will group the questions into a registration form, next you will choose a registration form for your season, and finally you will put to use the data you've gathered. Once you've started collecting data you can use the newly gathered customer information to group your players into teams using the Team Builder, you can view the data from the Team Profile Page, and you can report on all the gathered information for an entire season.
Step One: Create your Questions
Navigate to the Custom Fields management page by going to Settings and selecting "Custom Forms" under the Customers section. Click on Fields from the Form Builder page. This will take you to the Manage Custom Fields page shown below. At the top of this page you'll see a "+" symbol to create new fields. At the bottom of the page is a list of existing, available fields.
Create a couple of custom questions that you'd like your customers to answer when they register for a season. Simply select a Field Type, ask your Question as briefly as possible - for example ask "School" instead of "What school do you attend?" - add a Description, and add default Options if appropriate.
If you would like to make this a Required question at time of registration, click the box. Press the "Save" button to save your question. A list of existing questions will be shown on the management page once you've created at least one, and you will have the option to edit or inactivate any questions you've created by clicking on the "Pencil or Trash Can" icons.
Please see the Custom Fields Quick Reference for more details on how to use this management page.
Step Two: Group into Forms
Navigate to the Custom Forms management page by going to the Gears Icon (Settings page) and selecting Custom Forms under the Customer section.
Now you can use the questions you created in the last step. Click on "+" and enter a name for your form in the box that appears. Then click on the "add field" button. A list of existing fields will appear to select from. You will need to select each field one by one. If you have not created your field yet, click the "Create new field" button.
For example, if I wanted to ask every new adult customer that signed up via Dash how they heard about us, I would make it a "Required" Field and associate it with the Online Registration Form. This question and answer will also automatically appear on the Customer Profile page.
The "Customer Profile Page" Forms are special, and cannot be renamed or deleted. Any fields you add to the Customer Profile Pages will show up on the Dash Customer Profile, where your staff can enter data when they register or edit a customer. If you want these questions to be asked during the initial Dash Online registration, you will want to add these fields to the Online Registration Form (see next step).
Another special form is called "Online Registration". Any questions you add to this form will be asked when a customer is creating a brand new Dash Online account. This same question and the answers will appear on the Customer Profile page so that you can ask customers when you are working with the customer in person.
Please see the Custom Forms Quick Reference for more details on how to use this management page.
Step Three: Select a Form
Navigate to your Season Maintenance page by clicking Seasons within the Programs menu. Find the Season you are working with or Click the "+ New Season" button if you are starting from scratch.
Now let's use one of our new forms to start collecting customer data. You can add a form to a new season when you create it, or you can add a form to an existing season. Pick one of your upcoming seasons and click on the "edit icon". Go to the field labeled "Registration Form". Here you will see a list of the Custom Registration Forms you created in the previous step. Simply select the form that contains the questions you want to ask of people who are registering for this season and then click on "Save Season".
We advise you to go to your Dash Online website and do a test registration for your season to be sure everything looks right. You don't need to complete the registration, just follow the steps to register for the season and quit before you complete the shopping cart step. You should see your custom registration questions on the team/class/camp registration step.
Step Four: Use the DataNavigate to the Reports Icon and select "All Reports". Under Programs choose Custom Registrations.
There are several ways to use your new data. First off, let's just take a look at all the answers your customers have given. If no-one has answered yet, you may want to do a test registration. Go to the Custom Registration Report, select a Season, and press "Search". The name of Registration Form will be shown if you select a season with an associated form. You will get an error message if you select a season without a Registration Form associated with it. You may optionally select a Level and/or Team to filter your data. You may click on "Open in Excel" to save the data to your computer as a spreadsheet, allowing you full manipulation of the data. Please note, at this time we are arranging the data as one row per customer per question and answer. Soon we will update this report to show one row per customer/team, with the questions as columns and answers combined to one row, allowing for easier data use. If you need to change an answer that appears on this report, you can do this by clicking on the answer until it changes color. The form will autosave. We cannot delete answers at this time.
If you have added any questions to the Customer Profile Page (Adult or Child profile) on the Custom Form manager, your questions will now be part of the Customer Profile. Your custom fields will be shown in the section labeled "Custom Fields".