Hello and welcome to video two in the DJ add-on tutorial series! As mentioned in video one, there are three processes to follow to gather song requests from your clients. There is song selection by planning form, song selection by category and live song selection. In this tutorial demonstration, we will be walking you through the setup of the planning form and song selection by category items.

These are the items you saw in the client experience tutorial where clients can make their song selections for both individual songs that occur at their event and general category playlists.

Let’s start by creating your planning form to capture the individual song selection requests from your client. If you are DJ’ing a wedding, a few examples of these song requests might be first dance, bouquet toss, father daughter dance, etc.

To gather these requests from your client, you will need to start first by creating the planning form. Select the templates icon on the left-hand navigation bar and select “form templates.”

From here you can create a new form by selecting the “add form template” button at the top of the page. Or feel free to reuse one of the sample forms populated to your account and listed below.

Open an existing form by clicking on it from the list. You can make modifications to this form directly or create a copy to work from. To create a copy, select options at the top of the page and select “copy form template.”

For a more in-depth explanation of planning forms and the various fields available to you, please refer to our “planning form tutorial” at help.releventful.com.

In today’s example, I will be creating a brand-new form with the “add form template” button.

Select the plus symbol at the top of the form to expand the menu field options. If you are looking to capture multiple songs from your client, there are a couple of ways you can set this up in the form itself. A two or three column list might be a great fit if you have a long list of songs that you are looking to identify. For example, if I want to ask my client what songs they want played at their reception for special dances, I can list them all together in a two-column list.

To add the two-column list, select “two column list” from the available options in the expanded menu and proceed to select close at the bottom of the window. All newly added fields will be added to the form at the bottom of the page.

Hover over the two-column list field that was added and select the edit pencil to add your customizations.

In the row settings, add a row with the “add row” button for each of the songs you need to ask your client about.

Select the “add title” checkbox to add the song or dance title. This will be the line item the client sees when being asked which song should be played for each dance, or moment in the event.

In the “Column 1” tab, enter in the text that will be displayed as the header for this column at the top of the list. Something along the lines of “dance” or “moment at the event” would be best.

In the “Column 2” tab, enter in the text that will be displayed at the top of the last column, above the actual song that is selected. Something like “Song Selection” or “Song Request” would be best.

To the right of the column 2 title, open the drop-down list and select “song selection” for the data type. This indicates that the song selection settings will be available for the answers provided in this field by the client.

Once selected, a list of song selection settings will appear below. Let’s take a moment and review these settings in more detail.

The first option in the song selection settings is the “add playlist suggestion.” Turn this setting on if you want to suggest one of your top hits lists as example song choices for your client. When enabled, back on the form, you will see a music note icon appear next to the song selection field. This will allow the client to view song suggestions for this field if they are looking for one to select and are unsure which to choose.

You can take this a step further; if you only want the client to choose a song from your suggested playlist, there is an option for this in the settings titled “playlist selection only.” This will prevent the client from entering a song of their choice and push them to choose one from your suggested list instead.

If the playlist settings are enabled for your form, jump back to the row settings tab, and add your desired playlist to the “suggested playlist” drop-down field for each row. If you do not select a playlist for a row, the playlist button will be automatically removed from that row.

Returning back to the song selection settings, the next setting is the “song selection source.” This is where you will indicate to the form settings, the source of the songs presented to your client. Here you will need to identify the song source that is presented to your client that is assigned the form. Open the drop-down menu and select Spotify & Apple Music or “My Songs,” also known as the song manager.

Spotify and Apple Music allow the client to browse all of the songs on these two platforms and select songs at their leisure. If you indicate, “My Songs” from the song manager, the client will only be able to choose from the songs you have presented them from your own list. For more information on creating your song manager list of songs, please proceed to watch the next tutorial in this series titled, “song manager.”

Under the “top hits song selection” setting, choose whether your client will be able to choose songs from Top Hits lists.

If this is enabled, clients can select songs from the top hits’ song list. If this is enabled, make sure that you set the source for the top hits list in the setting that follows. Here you can determine if the top hits list is the Releventful top hits list or one that you have created in the song manager.

Select the “close” button in the bottom left-hand corner of the window to close the setting and return to the form builder.

Now that your form is created, let’s proceed to add this form to your automations so that all of your clients will receive this as a to-do item.