1. Scene Description
In different event scenes, the registration forms used are also different. For example, event 1 and 2 use registration form A to collect only the account's name and phone number, event 3 and 4 use registration form B to collect the account's name, phone number and email address, and event 5, 6 and 7 use registration form C to collect the account's name, phone number, email address and job title, the commonly used registration forms A, B, and C can be used as templates. When creating a new event, you can select the template and generate a corresponding registration form with event content.
2. New Form Template
Go to System Settings > Marketing Campaign Settings > Marketing Scene Registration Form Settings to create a new registration form template for live marketing or conference marketing. Click the [+Add Registration Form Template] button to copy one more default registration form template.
Click [Edit] to enter the micro-page editing page, where you can edit the template.
Click [Set as Default Template] to select this template by default every time a new event is created; click [Delete] to delete this template; click [Set Form Leads Default Mapping] to set the mapping from template form registration information to CRM field.
3. When Creating New Event, Select Template and Automatically Generate Content
When creating a new event, you can select a template, and combine the filled event information to automatically generate [Event Content], and splice it with [Form Template Content] to form the final [Appointment Registration] promotion content.
