How Do I Display a Group on my Registration Form?

Navigation: Contacts > Group

There may be instances where you would like to attach a group to a registration form you have currently displaying to be selected when new people are registering.

To do so, please follow the steps below:

Step 1: To begin the process of putting a group on your registration form, hover over ‘Contacts’ in the main menu and select ‘Groups’ in the drop-down menu that appears.

Step 2: Next, select ‘Add new’ or ‘Edit’ if you have already created the group.

Step 3: A pop-up box will then appear with the options for setting up your group.

One of the questions you will be asked is, ‘Display the option for prospects to register for this group: On your registration form’ – select, ‘Yes’.

Step 4: Once you have selected ‘Yes’ you will be asked to ‘Select your registration form’.

Here, you will select which form(s) you would like your group to appear on. Simply tick the box next to the name of the form you want the group to appear on, then click ‘Ok’.

Step 5: Once you are happy with your choices and the rest of the group settings, click ‘Save and Finish’.

Step 6: By default, the group will appear at the bottom of the form(s) you selected. If you would like it to appear somewhere else on the form(s), you will need to go to ‘Settings’ > ‘Forms’.

Step 7: Once there, select the form you would like to edit in the ‘Build/edit form for’ drop-down menu. You can then drag and drop the group to where you want in the box on the lower right-hand side which is comprised of multiple grey boxes.

Step 8: When you are done, hover over ‘Save’ and click ‘Save and finish’.

You will now have successfully added your group to your form(s) for selection