In the majority of Easypromos apps, users participate in the promotion by filling in the registration form page that the administrator configures and adapts to the needs of the brand/company. This registration form is set up in the Editor of the promotion. Below we explain the most important information about the registration form:

1. How to configure and customize the registration form page of a promotion or contest

2. How to order the registration form fields

3. How to access to registration form data

1. How to configure and customize the registration form page

1. Enter the 'Editor' of the promotion.

2. To configure the registration form, go to Pages > Login and registration > Registration:

Note: In the "Contents" section, you will be able to edit the registration form title and introduction, and to upload a header image. In White Label promotions, you will also find a to insert Javascript, HTML and your own code.

Click on the "Add element" button to add the fields you are interested in asking the participants for in the registration form. 

In the Premium and the White Label versions, you can complete the form with all the additional fields, drop-down- lists, and checkboxes that you need.

Note: The configuration of the additional fields is not included by default in the promotions created with the Basic version. It can be added to the promotion as an extension for $19USD/19 EUR.

The registration form can be configured with four types of fields:

1. Predefined fields

2. Additional and customizable fields

3. Private fields

4. Other fields

Note: Firstname and Lastname fields come as default fields and therefore they are not available in the list of fields. 

1. Predefined fields

The administrator has the opportunity to ask the user for the following:

• First name and Last name. These fields are always enabled by default. 
• Nickname.
• Email.
• Country.
• Year of birth.
• Telephone number.

The administrator can decide which information to ask the user and thus enable the predefined fields accordingly. The fields enabled by the administrator must be filled in by users in order for them to finalize their registration in the promotion.

Important: The information entered by users will be private. In other words, only the administrator can see the data provided by users in these fields.

Nickname:

For promotions that have the Login system enabled, the option to add the "Nickname" field in the registration form is presented, which allows the user to participate with a name or nickname of their choice. This field has the following characteristics:

• A minimum of 3 characters and a maximum of 30 are accepted.
• Emojis and all characters are accepted (except for “,” “:” “;” “single quotation marks and double quotation marks).
• The Nickname ​​entered by the user must be unique.
• If the "Nickname" field is enabled, the Emails Platform includes the smart tag user_nickname that allows it to be used to send emails and address users by their nickname.
• In case of publishing the Ranking page, the nickname ​​of each participant will be displayed instead of the "First name" and "Last name" fields.

If included on the registration form, the field presents the advantage that the administrator can optionally hide the "First name" and "Last name" fields of the registration form. In this way, the user can participate without indicating their real name in the form.

E-mail:

The Email field is one of the most important registration fields because it allows obtaining the email addresses of the users that register in the promotion so that they can be contacted later. For this reason, this field comes with some configuration options that we explain below:

1. Field label: It allows to insert the message to ask users for their email addresses in the registration form.

2. Possibility of restricting which emails can participate in the promotion: By default, all emails are allowed to participate in the promotion, but you have the possibility to restrict which emails can participate, through the following two options:

• a) Emails and domains allowed: This feature allows you to limit the registration to an email or a set of emails or, if you prefer, to a specific email domain. Use it to organize a promotion to a closed group of users, for example, the employees of a company. In this case, only users who use an email or the email domain you have configured will be able to register in the promotion. You can enter several emails or email domains (one per line).
• b) Emails and domains not allowed: By default, no email is banned from participating in the promotion, but you have the possibility to insert an email or set of emails or a domain or domains that you won't allow registering in the promotion. Users who try to participate with the specified email or email domain won't be allowed to register and will receive an "invalid email" message. You can enter several emails or email domains (one per line).

You will find these two options in the "Security Options" tab:

3. Enable email validation: This option allows the user to validate the email entered when registering for the promotion. To do this, after registering for the first time in the promotion, an email will be sent to your email with a link that you must validate so that your participation is valid and you can thus continue with the process of participating in the promotion. To enable this option, you must access the "Login" tab and make sure the following box is checked:

By clicking on the "Edit email content" option you can customize the email that will be sent to users:

4. Disclaimer: This allows you to enter a legal text that will appear in the registration form of your promotion. It is optional and does not exclude the terms and conditions.

2. Additional, customizable fields

Additional fields are available in the Premium and White Label versions of Easypromos. The administrator can add new fields, which are different from the predefined ones, to the registration form. These can include address, ID number, province, t-shirt size, and so on.

Note: The customization of the registration form with additional text fields is not included by default in promotions created with the Basic version. It can be included as an extension for $19USD/€19EUR.

They also allow the administrator to include a questionnaire, requiring users to answer a series of questions in order to register for a promotion. In this way, the administrator can obtain value-added information as well as personal details from the user.

Note: for questionnaires, question and answer contests and market studies, we recommend the Quiz applications.

It is possible to add as many additional fields as required. The administrator can choose between four types of fields:

1. Additional text field

2. Dropdown list

3. Radio buttons

4. Autocomplete list

Additional text field

It allows the administrator to enable new text fields in the registration form, which can be used to request more information or ask extra questions to the users. The administrator can add as many extra text fields as required and, for each field, set up the following options:

• Title: The text field can be customized with a title, which is the text that will appear in the registration form.
• Reference: Text to identify this field in the entries list. We recommend you to use a maximum of 2 words.
• Text length field: Depending on what the field is to be used for, the administrator can enable either a short text field or, if more space is needed for the answer, a long text field. The short text field has a limit of 200 characters, while the long one can go up to 65,000 characters.
• Validation method: This option allows you to validate the content that the user writes in the text field, using, for example, an alphanumeric code based on the criteria defined by the administrator.
• Is this field mandatory? It is possible to decide whether to make this field obligatory for the user or not to fill in.

Here you can see a registration form with 2 additional text fields:

Dropdown list

An administrator can enable dropdown lists in the registration form. These can be useful if an administrator wishes to ask the users a series of questions in a survey format. In this case, the administrator can ask a question by giving various options from which the user must select one. It is possible to add as many dropdown lists as are required. For each list, the following parameters may be configured:

• Title: The administrator can customize the title of the drop-down list. This will appear in the registration form as a question.
• Reference: Text to identify this field in the list of participants. We recommend you use maximum 2 words.
• List options: In this field the administrator can write the different options that the drop-down list will display, separated by a comma or one option per line.
• Add a list of options with keys: If you have the list of options in your own format, with key values ​​encoded by your own system, this option allows you to enter the list of options encoded with the keys. Example: Let's imagine a drop-down list to present a list of countries. In this case, in the client's CRM, the value of each country is encoded by a series of keys (for example Spain > ESP, France > FR, Australia > AU, Italy > IT, Canada > CA, etc.). Thus, with this option, the administrator will be able to upload the keys of each of the options and match them with each option on the list that the user will see when filling out the registration form. Find out how it works and how to configure this option.
• Is this field mandatory? The administrator can make it obligatory to select one of the options in the list.

Here we show what the registration form looks like with a dropdown list enabled:

Radio buttons

The administrator can use this type of field to show all the answer options at a glance. The user must select one of the options suggested by simply clicking on it. This format might be useful when a survey to collect information about your users. For each radio button field, the following parameters may be configured:

• Title: Customize the title of the radio button field. This will appear in the registration form as a question.
• Reference: Text to identify this field in the entries list. We recommend you use maximum 2 words.
• List options: In this field, the administrator can write the different options that form part of the radio button list, separated by a comma or one option per line.
• Add a list of options with keys: If you have the list of options in your own format, with key values ​​encoded by your own system, this option allows you to enter the list of options encoded with the keys. Example: Let's imagine a radio button list to present a list of countries. In this case, in the client's CRM, the value of each country is encoded by a series of keys (for example: Spain > ESP, France > FR, Australia > AU, Italy > IT, Canada > CA, etc.). Thus, with this option, the administrator will be able to upload the keys of each of the options and match them with each option on the list that the user will see when filling out the registration form. Find out how it works and how to configure this option.
• Is this field mandatory? The administrator can make it mandatory to select one of the options in the list.

Here we show what the registration form looks like with a radio buttons list enabled:

Autocomplete list

The user enters text into the field provided and the application suggests the possible answer. This option can be interesting if you want participants to guess the answer from a list of options, but without explicitly suggesting the possible answers.  For each autocomplete list the following parameters may be configured:

• Title: Customize the title of the autocomplete list. This will appear in the editing form as a question.
• Reference: Text to identify this field in the list of users. We recommend you use maximum 2 words.
• List of options: In this field, the administrator can write the different options that form part of the autocomplete list. 
• Is this field mandatory? The administrator can make it mandatory to select one of the options in the list.

Here we show what the registration form looks like with an autocomplete list enabled:

3. Private fields

These fields are additional and can not be public:

1. Opt-in field

2. Date field

3. Documents field

4. Hidden field

5. Identity document

6. Signature

Opt-in field

The Opt-in field allows you to add checkboxes that the user must complete before finalizing the registration form.

When the administrator defines the terms and conditions, a checkbox will always appear by default in the registration form that requires users to accept these conditions in order to continue with the registration process.

Additionally, the administrator has the opportunity to add up to 5 new checkboxes, as shown in the image below. These checkboxes are useful, for example, to ask the users if they would like to receive or subscribe to a newsletter.

For each opt-in field, the following parameters may be configured:

• Title: Write a text explaining what kind of permission the user is giving when accepting this checkbox.
• Reference: Text to identify this field in the list of participants. We recommend you use maximum 2 words.
• Set up as mandatory: The administrator can make it mandatory to confirm user participation.
• Checked by default: Enable this option if you want to show the opt-in checked by default.
• Double confirmation via email: Additionally, you have the possibility to configure and send an automatic email to each participant with a confirmation link that the user will have to click to confirm that they have checked the opt-in checkbox of the form. In this way, with this functionality, you will be able to obtain the explicit consent of the users for the processing of their personal data, in accordance with the good practices indicated in the General Data Protection Regulation from the European Union, which requires clearer information on how the personal data is processed. 

  Note: The functionality of enabling a double confirmation for checkboxes is only available for Premium and White Label promotions. 

Here we show what the registration form looks like with an opt-in field enabled:

When you check or download the list with the participants, you will find this field information in the column titled "VERIFICATION FIELD N1 ", and if more than 1 verification field is configured, these fields will be displayed in numbered columns.
Two values will be shown:

• "0", if users have not checked the box
• "1", if users have checked the box

Date field

This field allows asking for an extra date in the registration form. It can be used to point out what day the product was bought, their child's birthday, what day they attended the event, etc.

Document field

This field allows the user to upload a file to the promotion organizer. This can never be a public field. Any text, picture, or PDF file can be uploaded. The field allows you to set the maximum file size from 1MB to 10MB. It can also be set up as a mandatory field.

Hidden field

The hidden field allows you to define a fixed value to identify the participations of your promotion.

Identity document

This field can be used to request users to indicate their identity document and presents the main characteristic that it comes with pre-defined validation rules that allow to automatically verify that the identity document that the user writes when participating in the promotion complies with the configured identity document format. To do this, it will only be necessary to indicate which identity document must be validated, and the system will confirm that the value entered by the users in the registration form complies with the corresponding format.

Follow the steps shown below to use the Identity document field with automatic validation:

1. Add a new field in your Entry from, and select the "Identity document" field type:

2. Next, specify what type/s of identification document you want to be considered as valid. To do this, click on the "Add document" button:

3. A pop-up window will open, which allows you to choose the type of identification document(s) that you want to validate. Select the country where the promotion will be launched and the system will display all the identification documents that can be validated for that specific country:

4. Add the document type(s) to be validated.

Users will need to enter a valid identity document, which will be confirmed against the list of documents included in the configuration:

Note: The value entered by the user must be unique, meaning it should not have been previously entered by another user. For security, user-entered data will never be shown to other users in the promotion.

Note: The "Identity document" is only available for promotions that work with the Login system. It is not available for Easypromos Classic promotions.

Signature

This field allows a user to sign the registration form. The system stores the image of the participant's signature, which is included in the participation file.

Note: The "Signature" field is only available for promotions that work with the Login system. It is not available for Easypromos Classic promotions.

4. Other fields

In the case of organizing a Contest (Writing Contest, Photo Contest, Video Contest, etc.), the registration form will also show the fields that allow users to participate by uploading content, whether it is a text ( "Comments" field) or an image or video ("Media" field). Thus, depending on the type of contest, the administrator can enable the corresponding field:

• Writing-based contest: The "Comments" field allows the user to write a text in order to enter the contest. The user can submit a text of up to 65,000 characters.
• Photo contest: The "Media" field allows the user to choose an image file and upload it to the application.
• Video contest: The "Media" field allows a user to take part in a contest by writing the URL of a YouTube or Vimeo video or a video file directly.

Note: Review these contests tutorials to learn more about how to configure these fields.

2. Can the fields be rearranged in the form?

The order of the fields in the registration form is the following:

1. Full name of the user.
2. Predefined fields in the following order:

• E-mail
• Phone
• Birthdate
• Country
• Comments field

3. Additional fields: These fields can be arranged from the promotion Editor/Registration form page.

• Drop-down list
• Radio buttons
• Autocomplete List
• Date Field
• Documents fields
• Opt-in Field

Note: In the checkboxes, first the terms and conditions and then the additional checkboxes are shown.

3. Access data from the additional fields

The administrator will have access to this data from the list of registered users and will also be able to export it to a CSV file. In the following image, you can see how the additional fields are shown for each participant in the list of entries. The administrator can see the information that each user submitted when entering the promotion, and they can also download this information as an Excel file:

In addition, the administrator has a statistics module that can help complete participants’ data. Learn to analyze the results with the Easypromos statistics module.