Event Registration: A2Z RegTech: Create New Option Group

Create a new Option Group

IdeaOption groups support questions that are asked on the registration form, essentially serving as an "answer bank." They are used for questions that do not require an open-text field answer.  

To create an option group, follow the steps below:

  1. Choose the event from the company dashboard
  2. In the left-side navigation, click the down arrow next to the Registration module to expand the menu options
  3. Click Option
  4. Click Add New button
  5. Type a name for the group in the Group Name field
  6. Click Save

Next, start adding answer options to the option group:

  • Type the name of the option in the Option Name field
    • Tip: keep it simple
    • Note: This name cannot be edited once registrations begin
  • Type details or copy the option name into the Details field
  • To limit how many registrants can select this option, enter a number in the Capacity field (optional)
  • To control the display order, enter a number in the Display Order field (optional)
  • Click the Add Pricing button to associate a cost with this option (optional)
  • To add tax, toggle on the Taxed button
    • You can set up the tax rate in Settings

Repeat these steps to add multiple options to your Option Group.

If you do not create your option groups before creating the form, you will need to toggle between the Form tab and the Option Group tab.

Notes
Each option group can be used only once per form. If you want to use the same set of options for multiple questions, you must create a separate option group for each question. 

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