Step 1: Creating a Custom field
Step 2: Defining the parameters of the created Custom field
The section in which the field will appear on the company profile. By default, Custom fields are listed in the Information section. You can leave them in this section or create a new section by clicking on Create a section.
- Visible on the page
When this property is enabled, the field is displayed on the Exhibitor profile page
- Editable by the user
When this property is enabled, the field is editable by the members of the Exhibitor booth and can't be filled via an integration
- Included in the search
When this property is enabled, the values of this field are taken into account in the search. Be careful not to activate it on many fields, as the results will lose relevance
As briefly explained before, if the field format is set as Single choice or Multiple choices you will have the option to predefined values, which will limit Exhibitors in the data they can enter, as opposed to a free text field, such as the Short text, Long text and Multiple texts formats.
To do this, click on Add Value, enter the first value option you would like to create and click on the green check button. Repeat this step for all the values that you'd like to list for that field.
You can also change the order in which the Custom field appears by dragging-and-dropping each value using the following icon, right next to the value field:
Now that you have created a Custom field, it must now either be filled by you for each Exhibitor, or left empty for Exhibitors to do it themselves – in which case we recommend you to inform Exhibitors in advance that they will have to complete such task. If you choose to do it yourself as the Organizer, you have three options to complete that task:
- Via a synchronization
You can use this Custom field in your registration tool to import Exhibitors into your event.
- Using our Excel template
Under Data > Exhibitors, click on Add Exhibitors and select the Import via an Excel file option and click on the Download button. Each new Custom field will basically create a new column in the Excel template, after the M column. These columns can easily be identified with the inclusion of (custom) in the heading. Each column and cells can be filled with the data for each Exhibitor, and once fully entered, the Excel file must be saved and imported into the Studio.
When you enter the data, it's important that you respect the format you initially selected when creating the Custom field. For example, if you chose the Single choice format, you should insert only one value per Exhibitor – otherwise, an error message will be displayed when you try to import the file.
- Manually in the Studio
Under Data > Exhibitors click on Add Exhibitors and select the Create manually.
Enter the Exhibitor's name, and click the Create button. At the bottom of the page, the Custom field will be listed with an empty field that you will be able to fill with the relevant data.
Step 4: Activating the Custom field in Filters
In order for the created Custom field to appear as a Filter in the Exhibitors list, you have to activate this new Filter. For this, go to the Event Home and under Event content locate the Exhibitors button. On the right-hand-side of the button click on Edit (pencil icon) then go to the Data tab. There, check the fields you want to appear as Filters.
If your event is multilingual, please note that all the elements that compose a Custom field can be translated.