How to Create an Event Registration Web Form

An Event Registration Web Form allows attendees to register and submit payments for events.


Before You Begin

  • Credit Card and Web Form modules require a paid subscription or Eleo Opportunity Grant. Free Trial users must upgrade. Click the Support icon for help.
  • Make sure you have an Event and at least one Activity set up before creating an Event Registration Web Form.



Accessing Web Forms

  1. Click on the Web Forms tab in your main navigation on the left hand side.



  1. It will prompt you to log into Eleo Web Forms. Use the same username and password as you do for Eleo. Your email will need to be in all lowercase letters for this sign in page.

    Creating a Form

  2. Once you are in the Web Forms page, select Create.


Select Form Type

  1. Choose the type of form you would like to create. In this case, you will select Event Registration.

    Select Format Type

  2. Then choose the Format Type you would like.
  • Standalone Page - link to open the form in a new tab/window.
  • Embedded - The form will be embedded directly on your website, allowing visitors to complete it without leaving your site. We include a warning as we cannot guarantee compatibility with all websites, but most clients integrate our forms without any issues.

Select Template

  1. Select the template you would like to use for your form.


USER TIP - Click on the eye icon in the bottom right corner of any template to see a larger preview of it.

Example:


Basic Form Information

7. Fill out the following:
  • Enter a form name
  • Status :
    Active – Live and ready to be used.
    Not Active – Form is unavailable and cannot be completed (e.g., disabled or unpublished).
    Pending – Form is in progress and not yet ready to go live.
    Closed – Form was previously active but is now unavailable because the timeframe has ended.
  • Start Date – The date when the form begins accepting submissions.
  • End Date (optional) - The date when the form will stop accepting submissions, if applicable.
  • Event - event this form is collecting registrations for
  • Activity - one activity needs to be chosen here, but you will be able to add additional activities later if needed
  • Fund - choose the fund where all gifts from this form should go.
  • Enable Payment Collection - choose if you want this form to allow online payments

Then press Next.


Logo and Header Images

  1. You will navigate through the sections on the left-hand side, while a live preview appears on the right. You can add or remove a logo and header image, and adjust the logo’s height and position as needed. When finished, select Next to continue.



Form Header Title and Text

  1. Next, add a Header Title and, if you’d like, some header text. If you’re not customizing the text, be sure to delete the default placeholder.

    If your selected form type includes the Display Field Paging option, you can enable it and customize the label names for each page.


It will look something like this, so the registrant can easily see which part of the form process they’re on.

When you're finished, click Next to continue.


Form Fields

  1. You will now see the standard fields for the form type you selected. If needed, you can add additional fields by clicking the Add button on the right-hand side.

Clicking Add will display the following options:

Choose the type of field you’d like to add. If you want to include more Event Activities, select Activity. For standard Eleo fields, make sure the type matches the existing field. For custom fields, just pick the option that works best for what you need. When you’re ready, click Next.

This page may look a little different depending on the field type you select, but the setup process is generally the same. In this example, we’ll look at the Activity field.

  • Field Label: Enter the name you’d like displayed on the form.
  • Activity Selection: Choose the Activity from the dropdown. The Restrict Quantity To and Amount values will carry over from your Event Module setup, but you can adjust them if needed. You can also choose whether to display this amount on the form (we recommend keeping it visible).
  • Max Quantity Message: Add a message to display if the maximum quantity is reached (e.g., Call for more info or to be added to the waitlist).
  • Field Mapping: Link the field to an Eleo field if needed. Activity fields will already be mapped automatically.
  • Required Field: Mark the field as required only if participants must enter a number for this activity. If they may select other options instead, leave it unchecked.
  • Description: Add any clarifying details. You can display the description directly on the form or as hover help.

When everything looks good, click Save.


Repeat the process for any other fields you need.

You can also use the green action icons on the right:

  • Edit – Modify any field on the form.
  • Remove – Delete a field you no longer need.
  • Up/Down Arrows – Reorder fields by moving them up or down.

Note: You can skip this step for now and add or modify fields later if needed.

When you are done with fields, click Next.

Payment Fields and Text

  1. Feel free to change the Payment Page header and the text below it if you'd like. Then, click Next.


Form Footer Fields and Text

12. Enter a Footer Title and Footer Text (optional) to display at the bottom of the form. When you are done, press Next.


Form Font and Color Settings

  1. Customize the form's font and colors, with a preview displayed on the right-hand side. When you are done, press Next.

Confirmation Page

  1. Select your Confirmation Page options. This page will appear once the form is submitted.
    • You can choose to display the form's header and footer on the confirmation page (this varies based on the template you choose)
    • Add your own custom message.
    • Include form fields that will populate with the submitted information.
When you're finished, click Next to continue.

Confirmation Email

  1. Lastly, set up your confirmation email (optional).
    • Choose to have the email sent upon form submission by checking the box (recommended). This can act as their thank-you message and receipt.
    • Customize the "From" email address to make it easier to identify.
    • Add a subject line for the email.
    • Optionally, copy the email to up to three recipients (yourself and two other staff members).
    • Write the body of your email and include form fields (selected from the right-hand side).
When you're finished, click Create Form to complete the setup.


Viewing an Existing Form

Once the form is created, it will open to a page like this. You will also be able to find it under the Forms tab in the Web Form site.


Information Tab

This section shows the basic details of your web form, including its name, type, format, submission status, and the dates when submissions are accepted.

  • To allow online payments, check Enable Payment Collection (if it isn’t already enabled).
  • To give registrants the option to pay at the event, check Enable Pay at Event.
  • If you enable Pay at Event, type the message you want users to see next to the optional checkbox.
  • To give registrants the option to cover the processing fee, check Enable Processing Fee Coverage. (This must first be set up under Site Settings - See Manage Your Web Form Options for instructions on how to set this up.)

Here’s an example of how these options will appear on the form.


If you need to make changes to any of these areas, simply click the Edit Information button in the top right corner.
You’ll also find buttons in the top right to Preview Form, or open the Form Editor for edits.

Form URL and Button HTML Code

You can also find the Form URL here, which you can copy and share with your webmaster or post in various locations, such as via email or on social media. Plus, if you'd like to add a button with the link, we’ve included the code for that too.

Health Check

This box will display any items that may require your attention.
Items in red text need to be addressed for the form to function properly.
Items in orange are informational and won’t impact the form’s functionality.

Pending Submissions

As submissions to this form come in, they will appear in the Pending area. To review and process the data into Eleo, click the Process button. Please note, the payments are processed immediately by your payment processor, but you need to process the data to add or update the contacts and gifts. We keep submissions in Pending so you have a chance to link them to an existing record, in case someone entered their name differently but you know they’re already in your database.

Processed Submissions

All previously processed submissions for this form will be listed here. Press View All to review them. You can also press the Download button here to download all the web form data into a file.

User Tip: Event Registration submissions don’t just create a Contact and gift record. They also automatically add the registrant as a participant in the Event Module, along with their corresponding activity and activity payment.

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