Using Edgeryders Forms

Documentation & Support Collaboration
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Using Edgeryder Forms for events - Step by step guide:

1. What are Edgeryders Forms used for with events?

Edgeryders Forms provide an easy access to join the platform and a specific conversation both for new and sporadically present community members who still have problems navigating the platform.

  • The idea is that the link to the “form” is the only instruction needed to get them onboarded to the event, conversation and platform.
    • Therefore an event form needs to include a description of the event that would serve as an introduction to the topic by itself and states that it is an event organised by Edgeryder + x collaborators.
  • Filling out the form does two things:
    • creating a new or logging into an existing account
    • Posting a comment in a thread defined in the form template
  • The goal of the form is not to generate a list of participants for the event. Registered event participants are everyone who has commented in the thread the form links to for the output posts. The link for the call will be sent via pm to everyone who has commented in that thread, which automatically includes all the ones who filled in the form as well as those who already were on the platform.
    • Therefore it is important to make sure to link the participant information sheet from the beginning in the post header that is linked to the outputs of the form (question here @nadia, should we link that output directly to the event page on the platform (like this one for Messina) or create a new thread? A new thread could generate confusion, linking directly back to the event page would prob best?)

2. The Output Thread:

The form generates comments for a thread of your choosing.
Make sure this thread includes:

  1. A link to the participant information sheet from the consent funnel edited to fit the event in question.
  2. The lines:
    * “All who comment on this post will receive the link for the event call.”
    * “Note that by attending that call you will consent to the recording and transcribing of the call for research purposes as described in the participant information sheet.”
    * “Do not share the link to the call directly but rather share this link if you want to invite someone (put the link to the form).”

3. How to set up the form:

  1. Go to the example form / template, enter edit mode and copy all of the text.
  2. Create a “New Topic” in the Workspace and Webcontent-Sandbox category
  3. Paste the copied text.
  4. Now you can check the preview at https://tell.edgeryders.eu/ new topic number
  5. Redirect the output of the form:Change the “topic” number in the configuration (for example “topic”: 14202) to the number on the end of the URL of the Output Thread you created.
  6. Edit, copy, delete or adjust the texts in the different fields as you need and check the results in the preview. Remember to include an event description that could stand on its own on the top and mention the organisers (edgeryder + collaborators)
  7. Once you are satisfied with your form, you can edit the WebKit page (like this one Messina District Webinar - Webkit [XML]) to include the form. > Enter edit mode in the WebKit post of your event and add/edit towards the end of the post.