How-to: Customize Your YouLi Registration Form

YouLi's default registration form is VERY simple - to reduce friction and gather emails quickly. But you can also add more fields to customize the Registration Form, as needed.

 

AVAILABLE PLANS: Our premium plans - PRO, Crew, Venture, and Enterprise

What is this feature? 

See it in action!

First, look at this sample Custom Registration Form. Notice some new fields added to it?

 

Then, be sure to watch this 15 min introduction on what it can do & for details on how to set it up

 

 

Early Access

  • You'll need to contact YouLi Support to enable this feature as we are still refining the full functionality. If you'd like to be part of our early adopters, just contact us via chat or a Support Ticket
  • Once enabled, watch the video below to learn how to use it.

 

A short history on YouLi Registration Forms - what they were & what they've become

What the standard Registration Form includes

  • At YouLi, we have always believed registration forms should be SHORT. This is because we believe you should capture minimal contact information before you lose them to the distractions of the internet.
  • That's why our registration forms (by default) only include:
    • first name
    • last name
    • email
    • phone number (optional)
    • an optional message.
  • However, we realize there are reasonable cases when a registration form should contain MORE than just those basic system fields.
  • In the past, we have told you to make a TASK and the Traveler can complete that after registration. 
  • Now, we are allowing you to create a special task of type "PROFILE & REGISTRATION FORM...."

And now, here are the possibilities with the new Custom Registration Form!

  • By creating a TASK with the REQUIRED RESPONSE TYPE "PROFILE & REGISTRATION FORM," you can configure:
  1. What information is collected on registration - supports both BOOKING STYLE methods
    1. Checkout Flow 
    2. Register to Pay
  2. What information makes up the Traveler "Profile"
  3. What information is required on the REGISTRATION FORM
  4. COMING SOON: What information is shown to other Travelers to enable more networking.

 


Need more help? 

Reach out to the YouLi Support Team via the chat box at the bottom of your screen or submit a Support Ticket request. If you need more advanced support, schedule a 1:1 Consulting session with one of our experts, and we will walk through Traveler flow options & best practices.