In this article:
- Where is it?
- Why are profiles important?
- Enabling profiles
- Customizing the Profile form
- What Attendees see
- What Companies see
Where is it?
You’ll customize your event's Profile form in the Configure tab:
When Companies and Attendees log into MeetMax, they'll see the Profile tab and icon:
This page will be branded for your event, and contain the menu options you’ve enabled. |
Why are profiles important?
Profiles do a number of helpful jobs in your event.
- Attendee and Company profiles help create better 1x1 meetings. When an Attendee logs into MeetMax, they’ll see details about each Company they can meet with. Companies can also access Attendee profiles. These details help everyone, including event Admins, understand which meeting requests to prioritize.
- You can also display presenter profiles with your event’s presentations.
- If you add any Custom List Pages to your event's web pages, you can also display profiles there.
Enabling profiles
- Step 1. Head to the Configure tab. Choose Event Settings, then Enable Features:
- Step 2. Scroll to the Profiles section. Under Will this event ask Attendees to create a public profile, choose Yes.
- Step 3. Several other Profile-related settings will open. For now, leave these in their default state:
- Step 4. Scroll to the bottom of the page and click the Save button:
Customizing the Profile form
The default Profile form is fairly minimal. You can add more fields depending on the needs of your event.
The Attendee and Company profiles use the same form. You can, however, set any field to be visible only to specific user types. |
- Step 1. Head to the Configure tab. Choose Form Layout, then Profile, then Edit Form:
- Step 2. In the Form Editor, you can add a few default fields, as shown below.
- Step 3. If you need other fields, you can also create custom fields for this form:
Headshots and logos
One custom field we recommend creating is a file upload field for participants to add their headshots and/or logos. Learn more about this here.
Other optional profile details
The Profile form can include even more custom details, like attached press releases, product galleries, and more. Learn about these options here.
What Attendees see
When an Attendee logs into MeetMax, their account page will have a Meeting Requests tab. Here, they’ll be able to see all Companies that have set their meeting availability and completed a profile:
The Attendee can click on any profile tile to see more details:
By default, Company Reps have no individual profile pages. They’re represented by the Company profile page. If you'd like to have Company Rep profiles enabled for your event, reach out to our Support team. |
What Companies see
When a Company admin logs into the Company account, they'll see a different version of the Meeting Requests page.
Any Attendees who’ve completed their profiles will have those details available on this page:
The Company admin can click the Attendee’s name to see their profile details: