In MeetMax, the Contact Name field connects to your Client Rep List. You can use this field on both your Attendee and Company registration forms.
Setting up to use the Contact Name field
As you’re adding your team of Client Reps to MeetMax, you’ll use the Type field to assign one of these two roles:
- Sales Rep: Assign this role to Client Reps you want listed on the Attendee registration form.
- Company Tracking: Assign this role to Client Rep who need to appear on the Company registration form.
You’ll also need to make sure each of these Client Reps has access to the event.
As you’re adding a Client Rep, you can choose the events you want them to access:
Alternatively, you might have a group of Client Reps that you want to flexibly assign to different events. Learn more about this here.
Adding the Contact Name field to registration forms
Most likely, you’ll want to add this field only to the Admin version of your registration forms.
In the Form Editor, you can add the Contact Name field from the menu of default fields:
| This process is the same on the Attendee and Company forms. Your event doesn’t have to use this field for both Attendees and Companies. You can use either or both. |
Contact Name is a drop-down field, but you won’t have to add any choices. MeetMax automatically includes everyone who has the correct role and event access.
What your team sees
In this example, our Client Rep List has three Sales Reps and three people with the Company Tracking role:
After adding the Contact Name field, here’s what we see in the Admin version of our Attendee registration form:
Here’s what we see in the Admin version of the Company registration form:
