How to Use Rules for RSVP

RSVP Form Rules

Overview

Rules provides a way for your RSVP form to perform certain actions like hiding and showing a field based on a condition. This gives you a flexible way to customize the form to perform actions based on the input.

Starting

To access the rules feature, click on the RSVP page in your Dashboard. After you click on the "Edit RSVP" button, you'll see a button for "Rules".

Rule Basics

Rules are made up of Conditions and Actions. The condition is how the rule will be matched in order to take action. It's only when a condition is met where the action will actually take place.

Conditions

Your condition is based on your form fields. Each condition contains one of the fields from your form, a comparison and a value. In the example above, the conditions are using the "Your full name" field. It is chosen to use "is" so that it must match exactly to our value which is "Jane Williams" and "Diana Lee". The comparison options are "is", "is not", "includes", and "excludes". Each comparison is described as follows:

  1. "is" will match exactly the value
  2. "is not" will match if the value is not what the guest inputs
  3. "includes" will partially match on the given value
  4. "excludes" will match if it doesn't contain the value as a subset

You can have as many conditions as you need per rule. The rule can either match when all the conditions apply or only when 1 of the conditions match.

Actions

An action will either "HIDE" or "SHOW" a given form field. You can have multiple actions per rule. When a rule is set up to "HIDE", then the field will be displayed until the condition is met. When the condition is matched, then the field will be hidden. In reverse, when a field is set to "SHOW", only when the condition matches, then the field will actually be displayed. Otherwise, the field will be hidden.

Please note: when you take action on the same field in multiple rules, you'll have issues and the rules won't work properly because we are checking all the rules.

Adding Rules

To add a rule, simply click on the "Add Rule" button to get started.

Adding a Condition

Each rule will have at least 1 condition. You can have many more conditions. To add a condition on a respective rule, click on the "Add Condition" button.

Customizing the Condition

You can change what field you would like to check. And you change the comparison used and also what value you'd like to check.

Removing a Condition

If you've added multiple conditions, you can remove any of them by clicking on the red "x" button.

Adding an Action

Each rule will have at least 1 action, but you can add as many actions as you need.

Removing an Action

Similar to removing a condition, you can remove an action if you press the red "x" next to the action.

Examples

Limit +1 guests

A common rule our customers have been looking for is a way to limit +1 RSVPs from certain guests. The following example will help you to set your own rule:

The basic concept here is you'll want a list of designated guests that are allowed to bring a +1. All other guests not included will never see the +1 guest fields. This will allow you to control who can bring a +1.

Our conditions are saying that if any guest is one of the three guests that matches the names above, then we'll show them the "Are you bringing a guest?" and "Your guest's full name" fields. If a guest types in their name that isn't one of the 3 above, then they won't ever see the +1 guest fields. You can add as many guest names that are allowed to bring a +1 by clicking on the "Add Condition" button which will allow as many guests as you need.

Show corresponding fields based on choice

Let's say you wanted to show a number of guest name fields based on a dropdown of choices. In our example above, we want to show a corresponding number of fields if a guest chooses to bring 1,2,3 or 4 guests. Here's how you set up your form:

You can add a "Dropdown" field to denote the number of choices. In our example above, we allow the guest to choose from 0 to 4 guests. If they do choose to bring at least 1 guest, then we want to show the corresponding fields to capture the guest information.

Here's how to set up the rules for it:

We need to have a separate rule for each number of guest because we can only reference a single action field per rule. Although you can have multiple action fields, you can only reference an action to specific field one time.

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