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Can People Fill Out Their Own Profiles?

Updating Profiles via the Attendee Portal, Company Portals, and Event App.

Using Self-Edit Profile Links

People generally like filling out their own profiles, so handing them the reigns is a great option if you don't have all the information for them (but at least their names and emails). You can do this for People profiles (Speakers and Attendees), by sending them self-edit profile links to access Attendee Portal, or Company contacts by sending email invites to company admins to access Company Portal right from the Experience Manager. These contain links that allow them to edit up their own profiles, upload pictures or logos, attach documents, and more. 

First thing you need to do is to access the people / companies  library, and add your profile(s) by selecting the Add option, or using our Excel templates. Read this article to learn how to add content to your libraries.

Self-edit Links to Attendees and Speakers (Attendee Portal)

  1. Navigate to Libraries > People.
  2. Choose the Send Edit Profile Links  option to establish who should receive the self-edit link
  3. Add a subject line and message to explain what attendees should do and why it matters.
    You can use the default text, customize it, or build on our sample message.
  4. Send a Test Email if you would like to review what your self-edit links will look like. 
  5.  When you are ready to send, click the Send option at the bottom.


 

The link in Send Test Email will not be functional— it is for formatting review only. Test emails can only be sent to the event organizers listed in the dropdown

 

Re-send Self-edit Links to Company Admins (Company Portal)

Please note that once you add company representatives (either manually or through import/export) and assign their access, the system will automatically send them an email notification. Kindly refer to this article to learn how to assign access to the Company Portal.

Below is a quick guide on how to resend self-edit links to representatives who have not yet accepted their invitation.

  1. Navigate to Libraries > Companies.
  2. Click Re-send company Portal Invite

 

Unlike sending self-edit profile links from the People Library, the message used for sending a Company Portal invite cannot be customized and uses its own default template.

 

From the Event App

Users can also update and edit their own profiles through the event app by logging in and clicking on the Profile icon in the top-right corner,  then select Edit Profile.

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