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Do You Check These 65 Details When Reviewing Your Online
Forms?
In daily life, I often dismiss writing a list because I say to
myself, “how could I forget?” But I do forget, and truth be told, I
know that I’ll forget. And for some reason, I go through this
frustration even though I once trained as a pilot and pilots go
through some of the greatest checklist tedium imaginable.
There were interior and exterior pre-flight checklists,
checklists to go through before starting the engine, while starting
the engine, during taxi, during engine run-up, before takeoff and it
went on and on. Some of the checks seemed very obvious; Doors and
window closed and latched, Windshield clean, Seat belts and harness
fastened. Although I got faster at going through the lists, nothing
was ever skipped over because the consequences were too great.
The same can be said for checking your online registration form.
The form is designed to look simple and be simple to use, but you
may even be surprised at how many details should be checked on the
form. Unlike the pilot, you’re not risking lives if you don’t go
through every item on your checklist, but you could be avoiding much
anxiety if registrations start to come through at the member rate
instead of the non-member rate.
To simplify the review process for the event planner, we’ve
provided a downloadable online event registration checklist which
you can use every time you are reviewing a form. Rest assured that
your online registration provider has already gone through a similar
checklist, but there’s no question that you know your event details
best.
This checklist will focus on the first step in the process which
is to do a visual review of the form design, formatting and event
details.
If you can’t wait to see the
Online Registration Form
Checklist, download it now.
Form Design
Here, you’re simply doing an inspection of visual elements such as
overall appeal, logos and colour use. This is particularly important
if you want to create a consistent look with your website or other
event material.
Think simple and user friendly when you’re reviewing the form
design. For example, the form shouldn’t be so cluttered with large
logos that you’re scrolling down before you see any registration
details and colour use shouldn’t reduce legibility.
Formatting
Now it’s going to sound like we’re back in school! But the event
planner is generally great at noticing any small oversights in
elements such as spacing, alignment, spelling and punctuation.
In most circumstances, it’s possible for things to appear on the
form just as you want them so if you think that something should be
moved slightly to the left then make note of this.
Event details
You know your event details best, so it’s important to go through
every detail from the event name to payment types.
Keep in mind that an online form can often be greatly simplified
so it may not include every detail that is on your paper
registration form. For example, if you have regular, student and
member pricing, instead of multiple selections on your paper form,
the online form can build all of the prices into one simple
selection.
Online Registration Form Checklist
It may suddenly sound like you need to devote hours to reviewing
your online form, but the checklist greatly reduces the time spent
verifying details and gives you the confidence that nothing has been
overlooked.
Next month, we’ll move on to the fun stuff and provide you with a
checklist to use when you’re testing the functions of the form and
submitting test registrations. At this point you’ll try your hardest
to trick and break the form!
Download the
Online Registration Form Checklist.
Please feel
free to contact us if you have any questions or
comments about this article.
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