Using Self-Edit Links and Sending Company Portal Email Invites
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 links, 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.
- Access the library relevant to the profile you are creating (People or Companies), 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.
- Choose the Send Self-Edit Links option to establish who should receive the self-edit link, and the message that will appear in the email you are sending out.
- Send a Test Email if you would like to review what your self-edit links will look like.
- When you are ready to send, select the Send Self-Edit Links option.
From the App/Event Space
Users can also create and edit their own profiles through the app by logging in and clicking on the Profile icon in the top-right corner of the Event Space.
