In this article:

• Where is it?
• Image specifications
• Adding the upload option
• How participants upload headshots or logos
• How an Admin uploads headshots or logos
• What participants see

Where is it?

You’ll add the option to upload a headshot or logo in the Form Editor, using the Profile form:

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Image specifications

• MeetMax accepts JPG or PNG image files.
• Logo files should be under 100KB. MeetMax automatically scales logos to fit the pages where they’re visible.
• Headshot files should be under 100KB. We recommend a square format, at least 300 x 300 px. MeetMax will crop images to a square format, and scale them to fit the page layouts where they’re visible.

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Adding the upload option

MeetMax’s Form Editor has a custom field type for image uploads. You’ll add this field to the Profile form, which both Attendees and Companies use. Learn more about custom fields here.

In this example, we’ll set up a custom field labeled “Headshot or Logo.” That way the participants can use the same field to upload either one.

If you prefer that people only upload headshots (or only logos), you can label the field that way instead. You can even create separate fields for each type of upload.

Step 1. Head to the Configure tab. Choose Form Layout, then Profile. Then choose Edit Form:

Step 2. In the bottom right corner, click the Create field button:

Step 3. You’ll see a pop-up with details about the new form field:

• Name: This is an internal field and doesn’t allow spaces

• Label: This is the public name of the field that participants will see

• Type of field: Choose File

• Is Public: Choose Yes so the image displays for participants

• Use for profile: Choose Yes

• File Type: Choose Image. That will open some new criteria (see below)

 

Step 4. Specify a width and height for image uploads. We recommend 300 x 300 px.

Set the Fixed Width/Height to No:

Step 5. Click Submit to save the field.

Step 6. You’ll now be back in the Form Editor, with your new field in place. You can make this a Required field, or not.

Be sure to click Save!

This form is highly customizable, like all MeetMax forms. Learn more about editing forms here.

Step 7. From there, you can move this new field to a different spot on the form, or create a new section for it.

You might also want to collect images from some participants, but not others. For example, maybe you want Attendees but not Company Reps to upload headshots. Or maybe you don’t want Guests to see the upload option. You can set this field to be shown only to specific user roles.

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How participants add headshots or logos

Once you’ve added the image upload field, you’ll use the Menu Editor to make sure the Profile form is visible for Attendees and Companies.

With that done, an Attendee or Company can log into MeetMax and see the Profile tab. There, they’ll see the Profile form with your custom field in place:

When they click the Upload button, participants will be able to choose an image file from their computer.

MeetMax defaults to a square crop, so the participant will have a chance to adjust that before clicking Save:

Now the indicator below appears, to confirm that the file has been uploaded. If the participant wants to delete this image, they can click the X:

How an Admin uploads headshots or logos

In some cases, you might want to upload a headshot or logo on behalf of a participant. Maybe you have headshots for all Presenters at your event, or you’ve collected logos from your participating Companies.

In this example, we’ll add a logo to a Company profile. (If you need to add an image to an Attendee profile, the process is the same, but it starts from the Attendee List.)

Step 1. Head to the Company List:

Step 2. Filter the list to locate the Company you need to add a logo for. Then use the Action menu and choose Profile:

Step 3. You’ll now see this Company’s Profile form, here in your admin account. Click the Upload button:

Step 4. You’ll be prompted to choose an image from your computer.

You can adjust the cropping if needed. Then click Save:

Step 5. You’ll now see the filename, which indicates that the logo was uploaded.

Click Submit to save:

Step 6. Want to add an image to a different Company? Use the drop down menu at the top to jump there:

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What participants see

When Attendees and Companies log into MeetMax, the most common place they’ll see uploaded images is on their respective Meeting Request pages.

Here’s an example Company’s account page. On the Meeting Requests Received page, we can see the Attendee headshots:

Here’s a sample Attendee’s Request Meeting page, where we see Company logos:

Notice that Chicago Fund above hasn’t uploaded any logo, so the default profile image displays. The same icon displays for any Attendee who hasn’t uploaded an image.