Introduction
Custom fields allow you to personalize attendee profiles by adding specific information relevant to your event, such as interests or expertise. These fields enable more tailored networking and session recommendations, enhancing the attendee experience.
What are custom fields?
Custom fields are additional fields that allow you to enhance sessions, items, exhibitors, or people profiles with tailored fields for preferences, interests, or any other important information. These fields help categorize participants within the event app, offering a more personalized and efficient experience.
The People tab displays all individuals participating in the event, including Attendees, Exhibitors, Speakers, Staff, and Media.
Learn more about managing custom fields for People's pages here.
How to create custom fields for People
Log into the Studio
From the dropdown menu on the left, select the People tab.
Click on People settings to add custom fields for your Attendees.
Click on Create custom field.
5. Define the Label (how the custom field will appear on the People page).
6. Choose a Format from the dropdown menu:
Short text: for brief entries.
Long text: for longer entries.
Multiple texts: for multiple text entries.
Single choice: for selecting one option from a list (e.g., Country or City).
Multiple choices: for selecting multiple options from a list (e.g., Group member status or Proficiencies).
URL: for links, such as Websites or LinkedIn profiles.
Number: for numerical entries like Age.
Date: for date entries like Birthday.
File: PDF (.pdf), Word Documents (.doc, .docx), PowerPoint Presentations (.ppt, .pptx), Images (.png, .jpg)
Multi-level choices: Also called "tree fields, they let you create nested hierarchies, for example, Industry > Technology > Artificial Intelligence > Generative AI, so that attendees can browse and filter content at any level of detail.
To ease the workload of event organizers, we prove ready-to-use custom fields that can be seamlessly integrated into your event setup process.
Suggested custom fields available:
Company Size — Single choice: from "1" to "1001 or more" (includes "Prefer not to say")
Job Level — Single choice: Early-Career Professional, Experienced Professional, Senior & Specialist, Manager, Director, Executive (C-Suite), Other
Job Functions — Single choice: Operations & Production, Sales & Marketing, Finance & Legal, HR, Technology & Data, Other
Attendance Goals — Multi-choice: Networking, Exploring new products, Selling solutions, Learning about industry trends, Finding investment opportunities, Attending sessions, Just curious, Other
Market Locations — Single choice: Africa, Asia, Central Asia, Europe, Latin America & Caribbean, Middle East, North America, Oceania, Global & Multi-Regional, Other
Company/Organization Type — Single choice: 12 options from Startup to Corporate to Government to Healthcare & Life Sciences
Pre-designed to gather insights on event marketing effectiveness.
Includes commonly used options and allows for custom additions.
Plus, values are automatically translated according to the event languages enabled. The supported languages for this feature are: en, fr, de, es, it, pt, zh, and ja.
You can also create custom fields directly from people's profiles.
You will need to go to the People Settings to add choice values and modify the question's properties.
How to create a Multi-Level custom field?
Multi-Level custom fields are created by importing an Excel file that defines the tree structure. Follow these steps:
In the Studio, go to Content > People> People Settings.
Click Create Custom Field.
Select Multi-Level Choices as the format.
Click Download Excel Template to get a pre-formatted file with the correct column headers for your event languages.
Fill out the template (see the section below for guidance).
Click Upload and select your completed Excel file.
The Excel template contains one row per node in your tree. Here is what each column means:
node_id: A unique identifier for this node. Use short, lowercase text without spaces (e.g.,tech,ai,gen_ai). Required.parent_id: Thenode_idof this node's parent. Leave empty for root-level nodes (top of the hierarchy). Optional (empty = root).label_en,label_fr, etc.: The display name of this node in each of your event's languages. One column per language is included automatically in the template. At least one label is required.
⚠️ Important rules for the Excel file:
The multi-level field can have a maximum of 7 levels deep. Files with more than 7 levels will be rejected.
Do not delete or rename any header columns in the template.
Each
node_idmust be unique across the entire file.The order of rows within the same branch determines the display order of values in the app.
How to assign Multi-Level field values?
Open the Attendees' profile
Locate the Multi-Level custom field in the appropriate section.
Click Assign Values to open the selection side panel.
Browse the multi-level field and check the values you want to assign.
Save your changes.
A summary of the selected values and their hierarchy path is displayed directly on the detail page for easy reference.
How to manage your custom fields settings
Once you have created your custom field, you can edit it to add the filters and manage the visibility.
General settings
Modify the label to ensure it clearly describes the information the field is intended to capture, making it easier for attendees to understand and fill out.
Add a placeholder to help the attendees know what type of information is needed.
Organize your custom fields by adding them to relevant sections. This helps in structuring the data effectively on the user profiles, ensuring that similar information is grouped together and easily accessible.
Edit the values only for single and multiple choices custom fields.
Single Choice Fields: Ensure each option is clear and distinct, making it easy for users to select the appropriate value.
Multiple Choice Fields: Allow users to select multiple values, which is useful for fields like skills, interests, or areas of expertise.
Providing well-defined choices helps in accurate data collection and improves the overall user experience by making profiles more informative and useful for search and recommendations.
Multi-level choices: Create hierarchical, nested custom fields, enabling powerful filters and helping attendees find the most relevant content.
Properties settings
Searchable field: when this property is enabled, the values of this field are taken into account in the search. Be selective about which fields are included in search results to avoid diluting the relevance of the search function. Too many fields can make it harder for users to find pertinent information.
Displaying custom fields on Attendee profiles
As you can choose to display custom fields on attendees' profiles, this will allow your attendees to add specific data in their profiles to be used for AI recommendations or in the search bar. 🛠️ Learn how to set up AI recommendations
You can also use hidden custom fields to ask specific questions to your attendees (eg.: "How did your hear about us").
Why Use Custom Fields?
🎯 Targeted data collection for segmentation and personalization
🤝 Improved networking by connecting people based on shared skills/interests
🤖 Smarter recommendations by powering the platform’s AI engine
📊 Event insights that help you optimize communication and event success
Leveraging custom fields helps categorize participants within the event app, making it easier for attendees to find and connect with others who share similar interests or expertise. This not only improves the attendee experience but also maximizes the potential for meaningful interactions and connections.