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You can change elements of the user onboarding information form. Then you can decide which information shows up in users' full profiles and quick profiles.

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Onboarding form

An example onboarding form. See the tables below for details.


Onboarding form fields

Choose which information users share when they create their profile:

Element

Options

1

Basic information

(info) Change heading text Basic Information
(error) Remove any fields
(minus) Lock any fields so users can’t change preset information

2

Additional information

(info) Change heading text Additional Information
(info) Change or remove any fields
(plus) Add custom fields (answer format must be free text response)

3

Company

(error) Remove field

4

My Availability and Away Dates

(error) Remove fields
(info) Change selectable time range in the Online at /Offline at dropdowns 5AM-9PM

5

Additional questions

(info) Change or remove any questions
(plus) Add custom questions (answer format can be select one, select many, or yes/no)

These fields help users control their privacy:

Element

Options

6

Allow other people to message and meet with you

Select one:
(tick) Make on the default answer
(tick) Make off the default answer

7

Share contact information (with exhibitors)

Select one:
(tick) Make with partners I’ve interacted with the default answer
(tick) Make with no partners the default answer

...

Element

Options

Password length

(info) Change the minimum password length 8 characters

Password reset magic link

(tick) Email a password reset link instead of a temporary password

Required items

(minus) Require attendees to fill out specific items
By default, the only required items are First and Last name, Email, Password, and agreement to the Terms of Service.

Force profile completion

(minus) Send users directly to their profile after logging in, to complete their information (only for SSO or integration registration methods)

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Personal profile design

An example full profile. See the tables below for details.

An example quick profile. See the tables below for details.

There are two views of a user’s personal profile: The full profile and the quick profile. The quick profile appears as a preview when attendees click on another user. Then they can view the full profile.

You can choose which elements show up on each profile view. Our recommendation is to only include the most important elements in the quick profile. The full profile can be more complete.

Element

Options

1

User information

From the Onboarding form fieldsthat you chose to include, select:
(tick) Which information appears in the full profile
(tick) Which information appears in the quick profile

2

Contact buttons

(error) Remove scheduling button from either of the profile views
(error) Remove messaging button from either of the profile views

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