2. Profile Configuration
The profile configuration section allows you to control the fields that your
registrants fill out the first time they register for an event.
Profile information is kept on file, so registrants will not be asked to enter it
again if they use the same email address to register for a future event.
Profile information requires a password to update.
Event-specific questions, such as workshop selections, meal selections, or
special accommodation requests, or information that can change from event
to event, should not be included on the profile
3. Profile Configuration – Main Page
To edit the profile, click the “Profile Configuration” link under Service Configuration
4. Profile Configuration - Options
Field Label – The label displayed to your registrants when filling out the form
Type – Defines the type of field displayed
Required – Shows if the field is required or optional for registrants
Edit – Allows you to change the settings for a specific field
Insert – Allows you to add a new field to the list, directly beneath the “Insert” link clicked
Actions – The red X box deletes a field. The blue arrows allow you to move a field up or down a page
5. Profile Configuration – Edit a Field
The Edit Screen will allow you to change the Field Label and “Required” drop-
down for each field. Click OK after making any changes.
6. Profile Configuration – Inserting a New Field
Use the radio buttons across the top of the screen to select the type of field
you’d like to add to the profile
7. Profile Configuration – Inserting a New Field
The different types of fields that can be added are:
System Defined – Fields that the system uses for reports in the Reports tab
Custom Text – Text fields that contain information unique to your
organization. Custom fields can be set up as a single line text box, a multi-
line text box, or a numeric text box.
Drop Down List – Displays on the profile as a drop-down menu. Drop-downs are
good for questions that require one standardized answer.
Checkbox Set (Multiple Choice) – Displays on the profile as a group of check
boxes. Checkbox sets are good for questions that can have multiple,
standardized answers, and can be used for filtering bulk mailings sent through
the Mailings tab
Bar Separator – Displays a thick blue line, and allows you to set text within
the bar. Bar Separators are a good way to define sets of fields by topic.
Line Separator – Displays a line break on the page
Instructional Text – Allows you to add text to the page
8. Profile Configuration – Custom Fields
To add a custom field:
- Select the Field Type from the drop-down (Text Box, Multi-Line Text Box,
Numeric Text Box)
- Type the label in the “Field Label” box
- Select if the field is required (“Yes”), optional (“No”), or only visible to
administrators (“Admin Only”)
- Click OK
9. Profile Configuration – Drop Down List
Label the field and indicate if the field is required or optional. Use the fields
under the “List Options” section to list each response for the drop-down. The
blue arrows will move the field up or down. The red X will delete it from the list.
10. Profile Configuration – Checkbox Set
Label the field and indicate if the field is required or optional. Use the fields
under the “List Options” section to list each response for the set. The blue
arrows will move the field up or down. The red X will delete it from the list.
11. Profile Configuration – Bar Separator
The Bar Separator is added as a thick blue line. Enter text in the “Separator
Text” box if you’d like the bar to function as a header for a set of profile fields.
12. Profile Configuration – Line Separator
The Line Separator is added to as a thin gray line. The line separator works well
if you’d like to create extra space between fields.
13. Profile Configuration – Instructional Text
The Instructional Text section can be used to give registrants extra information
about how to fill out specific fields. Select “Yes” to display it on the profile your
registrants see.
14. Profile Configuration - Preview
The Preview button will show
you what the profile will look
like after you have made your
edits.
15. Profile Configuration – Save Your Changes
Be sure to click the “Save” button after making your changes. The “OK” button
on the individual field pages only add the field to the main profile list, and the
changes will be lost if you don’t save the entire profile.
