Using PDF Forms to Automate Conference Registration

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Automating conference registration using PDF forms is a breeze! This presentation proposes a workflow to automate registrations using Adobe LiveCycle Designer and Adobe Acrobat Professional.

The best part of this approach is that organizers require minimal infrastructure to design and distribute the form. Delegates can fill and submit the form using the free-to-download Adobe Reader software.

The presentation also includes a link to a form that is already live.

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Using PDF Forms to Automate Conference Registration

  1. 1. 11
  2. 2. 2 Adobe Acrobat Professional lets you… ...with minimal infrastructure expenses. …automate registration for your conference… The bottomline…
  3. 3. 3 What you need to create the form… A license of Adobe Acrobat 9 Pro Extended. Adobe Reader or Adobe Acrobat 7.0.5 or above. What delegates need to fill it in…
  4. 4. 4 PDF form YOU DELEGATES Download the PDF form from the conference website. Fill in the form using Adobe Reader or Adobe Acrobat and submit the form. If necessary, retain a print copy of the filled- in form for accounting/reference purposes.Double click the filled-in form and add it to a ‘responses’ file. Review the responses in Adobe Tracker. Create an archive PDF when all responses have been received. Export the responses to a CSV spreadsheet. The workflow… Host the form at the conference website. Create the PDF form using Adobe LiveCycle Designer bundled with Acrobat 9 Pro. Set up the form for distribution.
  5. 5. 5 Click this icon to view the filled-in PDF. Fields of the form Number of responses; one response per tracker row A closer look at the Adobe Response Tracker
  6. 6. 6 So where’s the sample? Well, here! For guidelines on creating and distributing a form, see http://bit.ly/Kr1jw. For user guidelines on submitting a distributed form, see http://bit.ly/35bQHv.
  7. 7. 7 After distributing the form, do not modify the [form name]_distributed.pdf file until you upload it. Have a distribution list of the intended recipients Have a dedicated webmail ID as part of the DL. Use this ID to send an auto-acknowledgement mail to the participants. Add the filled-in forms to the responses file every few days. Back up the responses file frequently. Recommended practices
  8. 8. 8 Automatic collection of form responses Easy printability of forms as against HTML forms Form responses can be redirected to a separate folder using a simple Outlook rule or a webmail filter Form responses can be archived and exported to MS Excel for analysis Minimal infrastructure required at the delegates’ and organizers’ ends Benefits
  9. 9. 9 About the author… Samartha Vashishtha works as a technical writer with Adobe Systems. He is also a bi- lingual poet and a keen follower of technology trends. If you are on Twitter, follow him at http://twitter.com/samarthav. Direct queries or feedback on this presentation to vashishtha@gmail.com. That’s all folks!

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