Custom Records to expand Profiles

Does your event involve matching buyers with sellers? It can be very helpful if everyone can see what the sellers offer, and what the buyers want. That’s where Custom Records come in handy.

Where is it?

Once you’ve enabled Custom Records for your event, you’ll administer them from the Configure tab. Head to Custom Tables:

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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:

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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 here 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. 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 2. 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:

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Adding data to the custom record

Our custom records are now attached to the Profile form.

By default, the Attendee and Company profile pages will display all of the custom records you’ve created. If you want different records to display for each role, like we would in this example, reach out to MeetMax Support.

Your participants will see a prompt like this on their Profile pages:

Click on that icon, and the custom record form opens in a pop-up:

The form responses display on the Profile page, and the participant can edit or delete them:

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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: