The Custom Registration Forms feature gives you the power to gather whatever customer information you need at registration time and use it to build teams, create custom reports or just customize your customer profiles. You can add your own questions to the MySAM registration page on a per-season basis or add your own fields to the customer profile page.

There are four major steps for using Custom Registration Forms on your SAM site: first you will create the custom questions, then you will group the questions into a registration form, next you will choose a registration form for your season, and finally you will put to use the data you've gathered. Once you've started collecting data you can use the newly gathered customer information to group your players into teams using the new Team Builder, you can view the data from the Team Profile Page, and you can report on all the gathered information for an entire season.

Step One: Create your Questions

Navigate to the Custom Fields management page at Administration=>Custom Registration=>Custom Fields.

Create a couple of custom questions that you'd like your customers to answer when they register for a season. Simply select a Field Type, ask your Question as briefly as possible - for example ask "School" instead of "What school do you attend?" - add a Description, set your Size, and add default Values if appropriate. A preview of your new question field will appear as you create it. Press the "Save" button to save your question. A list of existing questions will be shown on the management page once you've created at least one, and you will have the option to edit or inactivate any questions you've created by clicking on the "Edit | Remove" links.


Please see the Custom Fields Quick Reference for more details on how to use this management page.

Step Two: Group into Forms

Navigate to the Custom Forms management page at Administration=>Custom Registration=>Custom Forms.

Now you can use the questions you created in the last step. Click on "New Form" and enter a name for your form in the box that appears in the list of forms. Then use your mouse to click and drag any of the questions listed under "Available Fields" into the area labeled "Form Fields".  Once you have assembled the questions you want to ask for a particular season, click "Save".



The "Customer Profile Page" Form is special, and cannot be renamed or deleted. Any fields you add to the Customer Profile Page will show up on the SAM Customer Profile, where your hosts can enter data when they register or edit a customer. If you want these questions to be asked during MySAM registration, you will want to add these fields both to the Customer Profile Page and to another form that you will then add to a season registration (next step).

Please see the Custom Forms Quick Reference for more details on how to use this management page.

Step Three: Select a Form

Navigate to Administration=>Seasons.

Now let's use one of our new forms to start collecting customer data.  You can add a form to a new season when you create it, or you can add a form to an existing season.  Pick one of your upcoming seasons and click on "edit".  Go to the field labeled "Registration Form". Here you will see a list of the Custom Registration Forms you created in the previous step. Simply select the form that contains the questions you want to ask of people who are registering for this season and then click on "Save Season".



We advise you to go to your MySAM website and do a test registration for your season to be sure everything looks right. You don't need to complete the registration, just follow the steps to register for the season and quit before you complete the shopping cart step. You should see your custom registration questions on the team/class/camp registration step.