In this article:
- Where is it?
- Enabling Custom Records
- Creating a custom record
- Adding data to the custom record
- What Attendees see
- What Companies see
Where is it?
Once you’ve enabled Custom Records for your event, you’ll administer them from the Configure tab:
Enabling Custom Records
To add the Custom Records feature to your event, head to the Configure tab. Choose Event Settings, then Enable Features:
Scroll to the bottom of the page, to the Other section.
Under Enable Custom Records, choose Yes. Then click the Save button:
Creating a custom record
In this example, we’re setting up custom records for a meeting planner conference.
- The Attendees here are meeting planners. They’re currently working on upcoming events in different locations.
- The Companies are event facilities. They’re in different locations and offer different kinds of services.
Our custom records will help our Attendees match to the right Companies, and vice versa.
This example involves creating two custom records, but you don’t always have to have two records. You can create as many or few as you need. |
Creating the Attendee custom record
- Step 1. Head to the Configure tab. Choose Custom Tables:
- Step 2. On the Custom Tables page, you’ll be prompted to create a new record. Give it a public Label - in this case, we’re creating a record for Attendees, called Upcoming Events.
- After adding a label, click the Create field button:
- Step 3. From this point, you might notice that the process is exactly like creating a custom field in the Form Editor.
- Let’s create a field for Event Type. We’ll use the Radio type of field, so the Attendee will be able to choose one option from our list:
- Click Submit to save the new field.
- Step 3. Here, we’ve added some more fields to capture details about the Attendees’ upcoming events.
- When your custom record is complete, click the Save button:
- The new record now appears on the Custom Tables page. You can use the Action menu any time to edit or delete it:
-
The Records option in this menu lets you view form responses.
Creating the Company custom record
Now, let’s set up a custom record for the Companies, so they can showcase their properties and the services they offer.
Click the Add button to create another custom record:
From there, the steps are exactly the same as above. So we’ll cut to the finished custom record:
Adding data to the custom record
MeetMax automatically adds your custom records to the Profile form.
When an Attendee or Company logs into MeetMax, the Profile page displays all of the custom records you’ve created:
When the participant clicks on that icon, and the custom record form opens in a pop-up:
When the participant fills out the form , they'll see their responses on the Profile page. They can edit or delete them any time:
By default, every Custom Record you create displays on all Profile forms. In our example above, we want Attendees to see a different Custom Record than Companies do. If you need this, reach out to MeetMax Support. |
What Attendees see
When an Attendee logs into MeetMax, they’ll go to the Meeting Requests tab. There, they’ll see all the Companies that have set meeting availability and completed their profiles:
Participant account pages will be branded for your event, and contain the menu options you’ve enabled. |
The Attendee can click on any Company name to see the custom record details:
What Companies see
Once Attendees start requesting meetings with a Company, the Company can log in and see them in the Meeting Requests tab:
Click on any Attendee name, and their custom record details will appear:
Alternatively, you can have custom records display on a Custom Page, in Attendee or Company accounts or on your event’s public site. |