You can use a Jotform to add people to an Event. Check our main FAQ on Jotforms to understand how you can use a form to either create a new Contact record, or update an existing Contact.
To add a Contact to an Event via a Jotform you will need to do the following steps:
1. Add the Event Look-Up to your Jotform
Look for the ID of the Event to you want to add people to. You'll find this ID in brackets next to the Event Name:
Add a (hidden) field to your Jotform containing the Event CRM ID
IMPORTANT: Enter this in the Default Value setting, rather than the Placeholder setting.
Back in OpenCRM, go to Settings > Integrations > Jotform Settings.
Find the relevant form and select the Edit option under the Actions header:
On the field mapping screen, make sure that the Event field from the Jotform is ticked under the Link Records option:
2. Set the Relationship between the Contact and the Event
Under the Event, you have a number of tabs where you can add Contacts - they could be added to Staff, Attendees or Recruitment:
There are two fields that control where the Contact is added. These are located in Settings > Additional Settings > Web Forms Settings:
Use these fields to set the Relationship (ie which tab the contacts sits under) and the Status, which is relevant to the Attendees tab.
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