Event Registration Web Form
Simplify registration for any event with this web form you can customize, embed in a web page, and email as a link. New entries from the form automatically appear in your sheet that you can share with your team for follow-up.
Template design and key features
Make sure the name is in the Primary Column (used for Smartsheet automated emails)
Show registration status visually using RYG balls
Collect registrant's email addresses for follow up
Track package level in this dropdown — edit dropdown values in Column Properties
Record arrival dates for each registrant
Check off when registrations have been confirmed
Pick confirmation owners from your Smartsheet contacts
Log status details or other brief notes about each registration
Store registration invoices & receipts
Alerts & Reminders
Set alerts for arrival dates & sheet changes
Log registration details, comments, & notes
Enable Gantt view to see a timeline
View & edit registrations in a calendar
Organize registrations into collapsible sections
Collaborate in real-time with your event team
Request updates on confirmation
Collect new registrations from your website
View & update your sheet on the go
Using the Web Form to collect new registrations
Using Web Forms
Create a Web Form
Click the Web Forms tab to create a web form for customers to register directly from your website. Do not include the yellow columns in the Web Form — these columns are for your internal use.
Customize your Web Form
Drag & drop to add new fields. You can customize the confirmation message, and edit the form colors and logo. You can also set an alert to notify you when a new registration is submitted.
New registrations appear at the bottom of the sheet.
Sharing with different access levels
Sharing Your Sheet
Share your registration sheet with your team
Select the Sharing tab to share with your collaborators. Add collaborator email addresses and select a permission level.
- Viewer: can view and export the sheet, but can't make changes
- Editor: can edit information in cells, add attachments, set alerts, & create discussions
- Admin: can add collaborators, edit columns, & change dependency settings
Share multiple sheets in a Workspace
Create a Workspace to share multiple sheets with the same group of people, with consistent sharing permissions on all items in the workspace.
Prevent edits with locked rows & columns
Lock any column or non-blank row to prevent others from changing or deleting key information. Only sheet Owners or Admins can lock, unlock, & edit locked columns & rows.
Collaborating with your event team
Collaborating on Sheets
Collaborate in real-time
Work simultaneously with everyone shared to the sheet. To help you see changes, Smartsheet will notify you when multiple collaborators are working on the sheet.
Highlight everyone's changes
Select the Highlight Changes button to see all recent changes since the last time you viewed the sheet - or within the day, week, month, or a specific date range.
Get a revision history on any cell
Right click on a cell and select View History to see previous values, who made each change, and when.
Format content automatically
Call attention to key information by setting Conditional Formatting rules to automatically format cells based on the values they contain, such as Reconfirmed Registration.
Getting registration updates from your team
Alerts & Reminders
To set an email reminder on any registration in your sheet, select Set Reminder from the row menu. Choose the Alerts tab to trigger Reminders for the whole sheet, or to notify yourself & others of changes to the sheet.
Get automatic updates from your team
Send an update request, a special email designed to allow anyone to update rows on your sheet. Select one or more rows, then use the row menu to send a one-time or recurring request for regular updates.
Connecting with your apps
Smartsheet and Google Apps
Work with your team to update and manage event registration details in Smartsheet and then export to MailChimp for your next event. Update only a few selected contacts, or an entire sheet. Built by Smartsheet Labs.
Attach your Dropbox files directly to event details in Smartsheet. Edited documents update automatically in the Smartsheet attachment, so your files are always current.
Keep your event schedules organized by publishing dates from your sheets to your iCal. As you update your schedule dates in Smartsheet, the dates published to your calendar will refresh to reflect your most recent information.
How to Set Up a Sheet
Columns in Smartsheet