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Managing Standard and Custom Attendee Field Settings
Managing Standard and Custom Attendee Field Settings

How to manage and edit your attendee field settings in your event.

Kacie Ferguson avatar
Written by Kacie Ferguson
Updated over a week ago

β“˜ This article is for Event Organizers

Expo Pass's attendee fields allow Event Organizers to manage the data in their event for attendees. There are 2 types of Attendee Fields:

  • Standard: These fields are pre-populated on your event

    • Standard fields include: First Name, Last Name, Email, Job Title, Company, Street Address, City, State, Country, Zip Code

  • Custom: These fields are created by the Event Organizer to allow for custom data to be collected or uploaded to the event.

Once you have created your Custom Attendee Fields, you will need to manage all Attendee Field Settings.


Attendee Field Setting Definitions:

Below you will find a general definition for each of the attendee field settings.

  • Field Name: the name of the attendee field

  • Type: the type of attendee field

  • Editable by Attendee: Enabling this setting allows an Attendee to edit their data via the mobile app.

    • These will all be ON by default to start.

πŸ’‘ Tip: If you want attendees to be able to VIEW their data without being able to edit it in the mobile app, uncheck this box.

  • Hidden from Attendee: Enabling this setting prevents an Attendee from seeing or editing this field via the mobile app.

  • Hidden from Exhibitor: Enabling this setting prevents Exhibitors from seeing this data when scanning a badge for Lead Retrieval.

πŸ’‘ Tip: Use this to customize what data you want Exhibitors to have when they download their attendee scanned leads.

  • Required for Check-In: Enabling this setting requires an Attendee during check-in to submit a value for this field if none has previously been provided. They will not be allowed to proceed unless they do so at the iPad Kiosk.

πŸ’‘ Tip: If you are using Expo Pass for Onsite or Pre-Registration and have a question marked as Required on the registration form, you should also check this field as Required at Check-In and vice versa.

  • Cannot be Blank: Enabling this setting forces an Attendee to submit a value for this field when editing/creating an entry. This should be used when the Event Organizer does not want to allow a field to have its data cleared.

    • This setting will also take effect on existing Attendees in the system that are missing vital pieces of data, forcing the data to be provided in order to interact with the Attendee (editing, check-in, etc.)

πŸ’‘ Tip: If you have a field that is editable by attendees, and want ensure that the data cannot be cleared from the system by Attendees or Admins, you should check Cannot be Blank.

**Please work with your Success Specialist for any Cannot be Blank Needs.


Manage Attendee Field Settings

1. Login with your credentials into Expo Pass and choose the appropriate event.

2. Click on the Attendees section of your event.

3. Select Attendee Field Setup

4. Check the box to enable a setting listed above. Uncheck a box to disable the setting.

5. Before you leave the page, click SAVE at the bottom to save your settings.

6. The Edit button on the Custom Fields allows you to edit the field name or type. See more in Custom Attendee Fields.

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