How can I add fields of my own to People profiles?

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  This article is for our new Experience Manager.

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Custom fields are standard text fields within People profiles that allow you to display and collect any information you like.

In the top menu of the People library you will find an option for Custom Fields where these can be created and managed. 

Creating Custom Fields

1. Select the Add Field option found under the Custom Fields area of the People library.

2. On the panel that displays enter the field name as it should display. 

3. Set the visibility permissions of the field by selecting Who Can View This Field?

4. Set the editing permissions of the filed by selecting Who Can Edit This Field?

 

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Adding Content To Custom Fields
Content can be added to custom fields by the organizer, or by the user depending on the editing permissions that have been set. The following options are available to help in adding content to People profiles: 

From the People Library
Organizers will have access to add content to the custom fields they have created by editing People profiles. 

  1. Click on the People profile you would like to edit.
  2. Scroll to the bottom of the details page to see the Custom Fields available.
  3. Add content and select Save. 


Using the Excel Template
Organizers will have access to add content to custom fields en masse using the template offered in the People library. 

  1. Select the Import/Export option to choose Import People from the dropdown menu. 
  2. On the panel that appears, select the the link to Download the people template to act as your starting point. 
  3. Select Download Template. 
  4. On the template that downloads, a heading for each custom field will be listed as a heading including Custom Field in brackets.
  5. Input your data, and save your changes on the template. 
  6. Select Import People once again (if the panel is no longer open) to upload the updated template. 


From a Self-Edit Link 
Users will have access to add or edit content in custom fields while completing their profiles via a self-edit link.

  1. Click the Edit Your Profile button within the Self-Edit Link that was sent.
  2. Select the Personal Information option on the page that loads.
  3. Scroll to the Other Information area to add content to any custom fields that have been set to allow users to edit. 
  4. Click on Save Profile to update.  


From the Event App
Users will have access to add or edit content in custom fields while creating or editing their profile from the Attendee Dashboard. 

  1. Select the menu on the right hand side of the app. 
  2. Log in using an email address.
  3. If it is the first time using an EventMobi app, create a password. If the email address has logged into an EventMobi app in the past, use the password that was created, or select Forgot Password to reset this information. 
  4. Select the Profile button found at the top of the Attendee Dashboard. 
  5. Scroll to the Other Information area to add content to any custom fields that have been set to allow users to edit. 
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