How do I edit the registration form for Company Reps?
Attendees and Company Reps use the same registration form in MeetMax. But what if you need to capture certain information only from Company Reps?
No problem - in the Form Editor, you can set fields to be visible only to Company Reps.
- Step 1. In this example, let’s add a field to this shared registration form. It’s a Yes-or-No field titled Share my contact info:
-
You can do this process with any existing or newly-added field in the form. You can also do this with any custom fields you’ve created. - Step 2. Let’s say you want Company Reps to be required to fill out this field, but you want it hidden from Attendees.
- To edit the permissions for this field, head to the Type column and click the link:
- Step 3. You’ll see a pop-up with the field’s details. Click the Require/Hide sub-options tab:
- Step 4. Use the checkboxes to adjust the permissions for this field. In this example, we’re making it Required for Company Reps, and Hidden for Attendees.
- Click Submit to save the field:
- Step 5. Now you’re back in the Form Editor. This field has new check marks to indicate that it has specialized permissions. Click Save to update the form:
When a Company Rep registers for your event, they’ll now see this required field. Attendees using the same form won’t see it.
