Custom Fields

Custom fields allow you to add additional information to Attendees and Exhibitor Leads.

Custom Field Types

• Text
• Rating
• Choice

Attendee custom fields are editable under Design: Features and Layout > Features & Menu.

Read/Write Settings

Can Read:

• Manager - Only visible to in the Touchpoint CMS, by Dashboard Managers
• Attendee - Only visible to the attendee
• Everyone - Visible from the Attendee list within the app

Can Write:

• Manager - Only editable within the Touchpoint CMS, by Dashboard Managers
• Attendee - Only editable by the attendee from their profile page in the app

Displayed within the App

Custom Field Values displayed under My Account.

In order for a custom field to be displayed under the My Account section of the app the field must be set to Can Read: Attendee or Can Read: Everyone as well as Can Write: Attendee.

Custom Field Values displayed on the Attendee List.

In order for a custom field to be displayed under the Attendees list feature of the app the field must be set to Can Read: Everyone.

Custom Field Values as Dynamic Data Fields (DDF)

In order to use the value of a Custom Field dynamically within the content of a Page feature the field must be set to Can Read: Attendee.

It will then show as an option in the DDF dropdown within the WYSIWYG editor.

Exhibitor Leads - Custom Fields

Exhibitors can customize their lead form to suit their organization's needs.

Selecting "Manage Custom Fields" from the exhibitor's page within the VIP portal will present the custom field dialog.

Adding custom fields.

Custom Fields set on an Exhibitor will take precedent over any defaults set across all Exhibitors.

For instance, if there were a custom field of "Lead Type" set for all exhibitors but an individual exhibitor wished to keep that field and also add another field of "Rating", they would need to create the "Lead Type" field again within their individual Exhibitor's fields as well as creating the "Rating" field.