Custom Fields are input fields, of various types viz. file upload, simple text box, dropdown fields, radio buttons, date field, country field and more, that is used on Attendee Registration Form, Review Submission Form, and Abstract Submission Form. Using Form Builder, Admin can add as many custom fields as he/she wants, in the forms.
Month: November 2015
Can I delete fixed fields?
No , You can’t delete it. Fixed fields are necessary to collect the basic information from attendees. So even if event admin does not create custom fields, he/she will still be able to accept registrations from attendees.
How do I add a Custom Field in the forms eg., a textbox, or a field to let attendees upload files?
Go to admin backend -> Login ->
Click on Custom Field button located in second menu -> click on Add
New Field button -> Select Field Type , Fill Name and Description,
select Include in (Where you want to include this field) , choose if field
will be mandatory or not -> click on save button.
Imported a CSV file using Import Contacts function but I do not see contacts in my list.
The
way to make sure your data in excel sheet is clean is to copy the data
from source, paste it into notepad, and then copy from notepad and paste
it in to excel sheet. Notepad cleans all unwanted, hidden characters in
the text being imported.
Simply download our sample file
to use as the template and paste your notepad-cleaned data in that
sample file and then import it using the Import contact function.
PS.
This is not something you would be doing for long since we are soon
going to implement an automated cleaner to clean all the unwanted
characters from the source.
How to display user type in notification emails?
Let’s say, you are registering reviewers and want to notify them that they have been registered as reviewer.
To display reviewers that they have been registered
as ‘Reviewer’ on your conference site, use this shortcode wherever you
want to display it: {user_type}
For example, to
display this message “Hi, you have been made a Reviewer for the CNEG
conference”, you need to add usertype shortcode like this: “Hi, you have
been made a {user_type} for the CNEG conference”.
This will display the usertype for which this user has been registered. Please ignore the apostrophe.
What are different usertypes and how do I use them?
There’re four main usertypes:
User-types
—————-
Administrators – Create unlimited staff users and let them manage the platform with their own login credentials. Access control is yet not enabled. We’re on it.
Contacts – Contacts are what you add from your dashboard or people who register using the registration form. Contacts user types also get a dashboard to log in on the website, submit abstracts etc but they’re not attendees and do not display in the attendee list. How to let register people as attendees? See below.
Attendees – Attendees are people who buy tickets. You can also make contacts as attendees manually by going to their profile and clicking on Make attendee button. Attendees user types are displayed in the attendee list on the website.
Reviewers – Reviewers are people who register as reviewers (to review abstracts and papers) from the website. Currently, reviewers cannot be made as attendees. In case, they’re also attending the event, then they have to register as contact and then an admin can make them as attendee by going to their profiles, or, they can buy the tickets, if you have any, and become attendees.
Sub-types
—————
Moderators – Moderators are sub-type of attendee usertype. To make someone a moderator, you need to make him/her an attendee first, if he/she is not already an attendee, and then click on Make Moderator button in the profile.
Speakers – Speakers are sub-type of attendee usertype. To make someone aspeaker , you need to make him/her an attendee first, if he/she is not
already an attendee, and then click on Make Speaker button in the
profile.