Configure Profile Layout

Modified on Wed, 09 Nov 2022 at 07:25 AM

The profile settings allow you to customize the attendee details form to suit your business needs. You can customize the attendee details, interests, and networking filters. This customizability helps capture the required information specific to your attendees and your business.

To customize the profile creation form.

  1. Go to People > Profile. This shows the settings pane and an interface view side-by-side. The changes made are shown on the interface view on the right.
    Screenshot 2022-09-12 at 3.43.50 PM.png

  2. Select a Layout. A form is where the attendees enter their personal details and preferences

    1. Form with graphic panel: just a form fields where attendees enter their details
      Screenshot 2022-09-12 at 6.25.31 PM.png

  3. Toggle on/off Sections. Sections help categorize the different forms attendees have to fill in order to complete their profile setup. All sections are toggled on by default. Toggling off any section will hide it from the view.
     Note: Basic Details section is mandatory and can’t be toggled off.

Edit a Section

By default, the profile settings screen is divided into 3 main sections; Basic DetailsMy Interests, and Networking Filters. If you want to customize the section, you can edit and modify it according to your needs. To reach the “Edit section” screen, you can either click the edit icon beside a particular section or go to the right pane, toggle on the sections tabs, and hover over the interface to click on the Edit Section button.


image.png


To edit Section 1:

  1. Under Title and Icon, choose a suitable icon from the dropdown and enter a suitable Section name.
    Screenshot 2022-09-12 at 6.24.46 PM.png

  2. Expand the form field and click the +Add a field button at the bottom.
    Note: The greyed out fields cannot be edited as they are mandatory.

  3. Enter a Field name

  4. Select a response type from the following options:

    1. Short Answer (Text): for allow brief responses as texts

    2. Dropdown: for selecting a suitable option from a list

    3. Multiselect: for selecting more than one option as answers

    4. Number: for allowing attendees to enter numbers
      Screenshot 2022-09-12 at 6.24.19 PM.png

  5. Click Save.

To edit Section 2

  1. Under Title and Icon, choose a suitable icon from the dropdown and enter a suitable Section name.

  2. Expand the Interests dropdown and click the +Add an interest button at the bottom.

  3. Enter the interest name in the text field.
    Note: You can also reorder the interests list and delete an interest from the list.Screenshot 2022-09-12 at 6.22.44 PM.png

  4. Click Save.


To edit Section 3

  1. Under Title and Icon, choose a suitable icon from the dropdown and enter a suitable Section name.

  2. Expand the Looking For dropdown and click the +Add a filter button at the bottom.

  3. Enter the filter title in the text field.

  4. Expand the Offering dropdown and click the +Add a filter button at the bottom.
    Screenshot 2022-09-12 at 6.19.52 PM.png

  5. Enter the filter title in the text field.

    Note: The added filter appears on both Looking For and Offering filters.

  6. Click Save.



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