Edit dialog form

In the " Edit Dialog Form " area, you design the form that event recipients will fill out.

In the "Edit Dialog Form" area, you design the form that event recipients will fill out. This form is a key component of invitations, address qualification processes, and surveys, as it is used to capture feedback, contact details, answers, and other information.

Depending on the event type, the form comes with appropriate preset fields. You can customize, add to, or remove these defaults to create a form that perfectly suits your specific needs.

Adding form fields via drag & drop

On the right side of the form builder, you will find various form fields and components. You can drag and drop these elements directly into the form. This allows you to build the dialog form step by step without requiring technical expertise.

The available elements are organized into groups, making it easier to find the right field type for the information you wish to collect.

Using input fields

Standard form fields are available in the "Inputs" section. These include text fields, text areas, email, number, date, and date picker fields.

A text field is suitable for short entries such as names, job titles, or locations. A text area is useful when you need to capture longer responses or comments. Use the email field when requesting an email address. Number and date fields help ensure the data collected is structured and easier to analyze.

Using selection fields

Selection fields allow you to add options from which the user can choose. Examples include Yes/No, single-choice, multiple-choice, country selection, gender, language selection, shipping method, and salutation.

Selection fields are particularly useful when you want to analyze responses efficiently later on. Instead of comparing free-text entries, you work with clear, predefined answer options.

Special selection fields - such as distribution list selection or "My Data" distribution list selection - are also available for events. These allow you to link responses directly to existing structures within myconvento.

Creating surveys with matrix fields

A matrix element is available for surveys. A matrix is suitable when multiple statements or criteria need to be rated using the same set of response options.

This is useful, for example, for satisfaction surveys, ratings, or structured feedback questions. The responses are easier to compare and analyze in terms of percentages later on.

Adding additional functions

In the "Other" section, you will find special components that go beyond simple input fields. These include, among others, CAPTCHA, download, hidden field, Google Maps, registration status, terms of use, dynamic ID, and upload.

A CAPTCHA can help reduce automated submissions. The download option allows you to make files available, while the upload option enables participants to upload files via the form. Terms of use are useful when you need to obtain consent. A hidden field or dynamic ID can be used for technical mapping purposes.

Adding layout and content

In addition to form fields, there are layout elements available. These include headings, horizontal lines, HTML text, media library images, page breaks, and free text.

These elements help structure the form clearly. You can use headings and lines to separate sections. Free text or HTML text is suitable for notes, explanations, or additional information. The media library image option allows you to embed images from the media library into the form.

Checking the form preview

While editing, you can view a preview of the dialog form. This allows you to check how the fields will appear to participants.

Use the preview to verify the order, clarity, and completeness of the form. Especially with longer forms, it is important to maintain a clear structure so that participants quickly understand what information is required.

Further actions

The actions available in the form builder allow you to access the event preview, layout preview, the actual dialog form, or generated code, among other things. You can also return to the event details. The form layout section is treated separately, as the focus here is on designing the form's layout.

Summary

In the "Edit dialog form" section, you assemble the content and fields for your event form. You can add input fields, selection fields, survey elements, special function fields, and layout elements using drag-and-drop. This creates a form tailored precisely to your event, capable of capturing structured feedback, registrations, or updates.

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