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How to Implement Group Registration Forms
How to Implement Group Registration Forms

Leverage Group Registration forms to collect important data when onboarding new participants to any learning group

Saige Support avatar
Written by Saige Support
Updated over a week ago

Overview

Leverage the Group Registration Form feature to streamline the onboarding process for cohorts of learners. These forms are implemented with Group Settings and used when anyone new is invited to a learning group.

  • Use these when desired to collect the type of data needed.

  • These forms not only ensure that each learner provides consistent and necessary information before accessing courses, but they also allow admins to organize, track, and segment their audience more efficiently. There are two types of forms that can be used: Forms and Assessments.

Form Creation

  1. Create a form using the form creator.

    1. Access the form creator from the homepage, by clicking the 'home' icon on the main left menu bar. More on creating forms here.

  2. Once the form is created, go to the Group Settings tab of any group (Group Settings -> Branding & Customization -> Registration Form).

  3. Locate the desired form from the drop-down list of forms available in the 'Registration Form section.

  4. Click 'Save' to finalize the selection.

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Completing the Form

Once enabled, learners signing up will be prompted to complete the registration form before they can access other platform features.

View and Download Responses

Admins can access registration form responses by clicking on the "View Registrations" button located above the drop-down list in the Group Settings -> Branding & Customization -> Registration Form:

  • After clicking on the "View Registrations" button, admins are automatically redirected to the form page where form response reports can be reviewed and downloaded in CSV or Excel formats.

  • Additionally, registration form data can be accessed by generating the 'Registered Users' report from the Reporting page, which can be found in the left navigation menu.

Note: Registration forms are not shown to course editors, site/group admins, or instructors.

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