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Create Custom Attendee Fields
Create Custom Attendee Fields

Expo Pass has pre-populated standard fields. Adding custom attendee data fields to your event allows additional unique data to be available

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

β“˜ This article is for Event Organizers

Expo Pass has Standard fields (ex. first name, last name, company, job title, phone and address) that are available for use in your events, whether on your badge and/or through registration.

Adding custom attendee data fields to your event allows additional unique data to be available in your event.

❗ Important: When creating Custom Attendee Fields to be mapped within an Integration (Zapier, Swoogo, etc.), you MUST choose Text as the type of Custom Attendee field in Expo Pass. Mapping through integrations will not work with Single or Multiple Choice fields.


Create Custom Attendee Data Fields

πŸ’‘ Expo Pass Standard Fields: First Name, Last Name, Email, Job Title, Company, Street Address, City, State, Country, Zip Code

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. Click Add Custom Field

  • Custom Attendee fields can be added as text, single choice, or multiple choice answer options.

    • Once you select your Custom Field type and data is collected, you cannot change the field type. You must create a new one.

  • Custom identifier examples: Member/Non-Member, Dietary Restrictions, Event Education Level, Credentials, etc.

❗ Important: If you select single or multiple choice options and intend on uploaded data, the data answers on your upload must be IDENTICAL to the answers listed in Expo Pass (this included capitalization and spacing).

5. Once you click Create Custom Field, it will then be visible on the list below the Expo Pass standard Attendee Fields.

6. From here you can click EDIT to the right of the Custom Field to change the name of the field or the options and Delete the custom field.

❗ Important: If you DELETE a Custom Attendee Field or remove a field option answer after attendee data has been collected via upload or registration, you will LOSE YOUR DATA and it will NOT be able to be recovered.

πŸ’‘Note: Once a Custom Attendee Field type has been selected, there are only certain instances where it can be changed after data has been collected:

  • Text to any other option will result in attendee data being deleted

  • Single or Multi Select to text will result in the data being listed comma separated in the Attendee Data Table.

  • Changing from Single Select to Multi Select and vice versa will result in attendee data being deleted

πŸ‘‰ Once you create your custom attendee fields, they will also be visible in the Attendee Data table and available as fields to add onto your Badge Print layer as merge fields.


Next Up: Managing Your Standard and Custom Attendee Field Settings

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