Using Custom Contact Fields

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There are 45 standard fields within your Address Book for every contact, ranging from the expected (name, email address, title) to the thorough (home, fax, nickname). However, there's probably something else your organization needs to know about the people attending their events. Ensure that information is tracked with custom contact fields.

Once added, custom contact fields can be displayed during registration, included in reports, and imported to and exported from the Address Book.
 
NOTE: If the data you're collecting is specific to one event (e.g. meal or topic preferences), use registration questions instead.


Adding a Custom Contact Field

1 Access the Custom Fields page. Begin by clicking Admin in the top right. Hover over Account and, under General, click Custom Fields.

Ensure Custom Contact Fields is selected in the dropdown.

2 Add the custom contact field. Determine if you want to create a consent type field or an open ended or choice type field.

To add a consent field, click Create Consent Field. This will require contacts to give their consent for you to use their personal information, which allows you to abide by GDPR requirements. Give it a name, then give the field a code, which is necessary to generate a data tag for the new field. Add the Acceptance Text, which will appear next to the radio button that a registrant selects.
 
User-added image

Click Save.
 
NOTE: Once a contact answers a consent type field, the Consent Text can no longer be edited.

Click Create Custom Field. Name the custom contact field. Feel free to reuse this name in the Code textbox. The code is necessary to generate a data tag for the new field. Consider entering help text to provide further guidance. This will display to fellow users in the Address Book and invitees during registration. In the example below, XXX-XXX-X has been entered to illustrate the proper format for student IDs.

 
NOTE: As outlined in Cvent's Terms of Use, you should never use a custom contact field to collect sensitive data.
User-added image

Select a field type. Your choices include:
 
  • Open Ended Text - Date/Time - Provides a series of drop-downs for each collected field. To make date selection faster, enable a pop-up calendar.
User-added image
 
  • Open Ended Text - One Line
  • Open Ended Text - Comment Box - Generates a text box with a set character limit.

User-added image
 
  • Choice - Single Answer (Drop-Down) - Displays your entered answers in a dropdown. If you have more than 100 answer choices, a "Select Answer" button replaces the dropdown, allowing the registrant to search the choices in the pop-up that appears.
  • Choice - Single Answer (Vertical) - Displays your entered answers as a vertical list of radio buttons.
  • Choice - Single Answer (Horizontal) - Displays your entered answers as a horizontal list of radio buttons.
  • Choice - Multiple Answers (Multi-Select Box) - Allows selecting more than one answer by clicking while holding CTRL on the keyboard.
 

User-added image
 
  • Choice - Multiple Answers (Vertical) - Positions your entered answers alongside a vertical list of check boxes.
  • Choice - Multiple Answers (Horizontal) - Positions your entered answers alongside a horizontal list of check boxes.

Click Save. The custom contact field will now be attached to every contact in your Address Book.

3 Add advanced logic, if necessary. Single and multiple answer custom fields can be linked together to provide more relevant answer options. For example, after selecting "New England" for Region, only locations in the appropriate states would be listed in the next question asking for their specific office.

To add this logic, click the neighboring tab, Advanced Logic. Select Yes, then a source question from the dropdown. This question will determine which answers a invitee will see.

A table will appear below with the columns displaying the current question's answers, and the rows showing the source question answers. Match the correct source question answers to the question's answers by checking the boxes.

Click Save.



Displaying Custom Contact Fields in a Classic Event

1 Access the Contact Fields page. Make sure your new custom contact fields appear during registration for your next event and your invitees will do the work for you.

Under Solutions at the top of the page, select Events. Choose your Classic event. Hover over Website & Registration and, under Registration, click Registration Settings. If applicable, select a registration path.

The Basic Settings tan opens by default. Click the tab to the right, Contact Fields, then Edit.

2 Choose what fields are displayed. In the Personal Fields section, click Add Field.... Choose which header it will appear under from the dropdown, then select the field.

 
NOTE: As outlined in Cvent's Terms of Use, you should never use a custom contact field to collect sensitive data.
User-added image

Use the textboxes in the Label column to rename the fields. Under the Display column, decide how the fields will show up. Your options include:
  • Required displays the field and will not let invitees continue until they've filled it out.
  • Visible displays the field but invitees can ignore it.
  • Read-Only displays the field but will not let them change it.

Click Save. If you have multiple registration paths, you will need to repeat this process for each one.

 
NOTE: While it's not advised, you can always delete the custom contact field.

Displaying Custom Contact Fields in a Flex Event

1 Access the Site Designer. Under Solutions at the top of the page, select Events. Choose your Flex event. Hover over Website & Registration and, under Registration, click Registration Process. If applicable, select a registration path from the dropdown. Then click Open Site Designer.

2 Choose which fields are displayed. Click Build on the right hand side of the designer. Scroll down to the Standard Contact Fields, or Custom Contact Fields section and click and drag the field onto the canvas.

 
User-added image

The Styling and Configuration options will display to the right of the canvas. Use the Field Label to rename the field, then use the Label Placement dropdown to position the text above the field or to the left of the field.

Under "Display as," decide how the field will show up. Your options include:
  • Optional displays the field but invitees can ignore it.
  • Read-Only displays the field but will not let them change it.
  • Required displays the field and will not let invitees continue until they've filled it out.
Once you're done, click Save to save the draft, or click Publish to make it visible to invitees. If you have multiple paths, you will need to repeat this process for each one.
 

Did this article resolve your issue?

Yes
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What can we do to make this article better?

What can we do to make this article better?

Did this article resolve your issue?


Excellent! Thank you for your feedback

Did this article resolve your issue?


We are sorry to hear that!  For more assistance, open a case and a Product Consultant will contact you directly.

  • 1
  • 2
  • 3
  • 4
  • 5
There are 45 standard fields within your Address Book for every contact, ranging from the expected (name, email address, title) to the thorough (home, fax, nickname). However, there's probably something else your organization needs to know about the people attending their events. Ensure that information is tracked with custom contact fields.

Once added, custom contact fields can be displayed during registration, included in reports, and imported to and exported from the Address Book.
 
NOTE: If the data you're collecting is specific to one event (e.g. meal or topic preferences), use registration questions instead.


Adding a Custom Contact Field

1 Access the Custom Fields page. Begin by clicking Admin in the top right. Hover over Account and, under General, click Custom Fields.

Ensure Custom Contact Fields is selected in the dropdown.

2 Add the custom contact field. Determine if you want to create a consent type field or an open ended or choice type field.

To add a consent field, click Create Consent Field. This will require contacts to give their consent for you to use their personal information, which allows you to abide by GDPR requirements. Give it a name, then give the field a code, which is necessary to generate a data tag for the new field. Add the Acceptance Text, which will appear next to the radio button that a registrant selects.
 
User-added image

Click Save.
 
NOTE: Once a contact answers a consent type field, the Consent Text can no longer be edited.

Click Create Custom Field. Name the custom contact field. Feel free to reuse this name in the Code textbox. The code is necessary to generate a data tag for the new field. Consider entering help text to provide further guidance. This will display to fellow users in the Address Book and invitees during registration. In the example below, XXX-XXX-X has been entered to illustrate the proper format for student IDs.

 
NOTE: As outlined in Cvent's Terms of Use, you should never use a custom contact field to collect sensitive data.
User-added image

Select a field type. Your choices include:
 
  • Open Ended Text - Date/Time - Provides a series of drop-downs for each collected field. To make date selection faster, enable a pop-up calendar.
User-added image
 
  • Open Ended Text - One Line
  • Open Ended Text - Comment Box - Generates a text box with a set character limit.

User-added image
 
  • Choice - Single Answer (Drop-Down) - Displays your entered answers in a dropdown. If you have more than 100 answer choices, a "Select Answer" button replaces the dropdown, allowing the registrant to search the choices in the pop-up that appears.
  • Choice - Single Answer (Vertical) - Displays your entered answers as a vertical list of radio buttons.
  • Choice - Single Answer (Horizontal) - Displays your entered answers as a horizontal list of radio buttons.
  • Choice - Multiple Answers (Multi-Select Box) - Allows selecting more than one answer by clicking while holding CTRL on the keyboard.
 

User-added image
 
  • Choice - Multiple Answers (Vertical) - Positions your entered answers alongside a vertical list of check boxes.
  • Choice - Multiple Answers (Horizontal) - Positions your entered answers alongside a horizontal list of check boxes.

Click Save. The custom contact field will now be attached to every contact in your Address Book.

3 Add advanced logic, if necessary. Single and multiple answer custom fields can be linked together to provide more relevant answer options. For example, after selecting "New England" for Region, only locations in the appropriate states would be listed in the next question asking for their specific office.

To add this logic, click the neighboring tab, Advanced Logic. Select Yes, then a source question from the dropdown. This question will determine which answers a invitee will see.

A table will appear below with the columns displaying the current question's answers, and the rows showing the source question answers. Match the correct source question answers to the question's answers by checking the boxes.

Click Save.



Displaying Custom Contact Fields in a Classic Event

1 Access the Contact Fields page. Make sure your new custom contact fields appear during registration for your next event and your invitees will do the work for you.

Under Solutions at the top of the page, select Events. Choose your Classic event. Hover over Website & Registration and, under Registration, click Registration Settings. If applicable, select a registration path.

The Basic Settings tan opens by default. Click the tab to the right, Contact Fields, then Edit.

2 Choose what fields are displayed. In the Personal Fields section, click Add Field.... Choose which header it will appear under from the dropdown, then select the field.

 
NOTE: As outlined in Cvent's Terms of Use, you should never use a custom contact field to collect sensitive data.
User-added image

Use the textboxes in the Label column to rename the fields. Under the Display column, decide how the fields will show up. Your options include:
  • Required displays the field and will not let invitees continue until they've filled it out.
  • Visible displays the field but invitees can ignore it.
  • Read-Only displays the field but will not let them change it.

Click Save. If you have multiple registration paths, you will need to repeat this process for each one.

 
NOTE: While it's not advised, you can always delete the custom contact field.

Displaying Custom Contact Fields in a Flex Event

1 Access the Site Designer. Under Solutions at the top of the page, select Events. Choose your Flex event. Hover over Website & Registration and, under Registration, click Registration Process. If applicable, select a registration path from the dropdown. Then click Open Site Designer.

2 Choose which fields are displayed. Click Build on the right hand side of the designer. Scroll down to the Standard Contact Fields, or Custom Contact Fields section and click and drag the field onto the canvas.

 
User-added image

The Styling and Configuration options will display to the right of the canvas. Use the Field Label to rename the field, then use the Label Placement dropdown to position the text above the field or to the left of the field.

Under "Display as," decide how the field will show up. Your options include:
  • Optional displays the field but invitees can ignore it.
  • Read-Only displays the field but will not let them change it.
  • Required displays the field and will not let invitees continue until they've filled it out.
Once you're done, click Save to save the draft, or click Publish to make it visible to invitees. If you have multiple paths, you will need to repeat this process for each one.
 

Did this article resolve your issue?

Yes
No

What can we do to make this article better?

What can we do to make this article better?

Did this article resolve your issue?


Excellent! Thank you for your feedback

Did this article resolve your issue?


We are sorry to hear that!  For more assistance, open a case and a Product Consultant will contact you directly.

  • 1
  • 2
  • 3
  • 4
  • 5
There are 45 standard fields within your Address Book for every contact, ranging from the expected (name, email address, title) to the thorough (home, fax, nickname). However, there's probably something else your organization needs to know about the people attending their events. Ensure that information is tracked with custom contact fields.

Once added, custom contact fields can be displayed during registration, included in reports, and imported to and exported from the Address Book.
 
NOTE: If the data you're collecting is specific to one event (e.g. meal or topic preferences), use registration questions instead.


Adding a Custom Contact Field

1 Access the Custom Fields page. Begin by clicking Admin in the top right. Hover over Account and, under General, click Custom Fields.

Ensure Custom Contact Fields is selected in the dropdown.

2 Add the custom contact field. Determine if you want to create a consent type field or an open ended or choice type field.

To add a consent field, click Create Consent Field. This will require contacts to give their consent for you to use their personal information, which allows you to abide by GDPR requirements. Give it a name, then give the field a code, which is necessary to generate a data tag for the new field. Add the Acceptance Text, which will appear next to the radio button that a registrant selects.
 
User-added image

Click Save.
 
NOTE: Once a contact answers a consent type field, the Consent Text can no longer be edited.

Click Create Custom Field. Name the custom contact field. Feel free to reuse this name in the Code textbox. The code is necessary to generate a data tag for the new field. Consider entering help text to provide further guidance. This will display to fellow users in the Address Book and invitees during registration. In the example below, XXX-XXX-X has been entered to illustrate the proper format for student IDs.

 
NOTE: As outlined in Cvent's Terms of Use, you should never use a custom contact field to collect sensitive data.
User-added image

Select a field type. Your choices include:
 
  • Open Ended Text - Date/Time - Provides a series of drop-downs for each collected field. To make date selection faster, enable a pop-up calendar.
User-added image
 
  • Open Ended Text - One Line
  • Open Ended Text - Comment Box - Generates a text box with a set character limit.

User-added image
 
  • Choice - Single Answer (Drop-Down) - Displays your entered answers in a dropdown. If you have more than 100 answer choices, a "Select Answer" button replaces the dropdown, allowing the registrant to search the choices in the pop-up that appears.
  • Choice - Single Answer (Vertical) - Displays your entered answers as a vertical list of radio buttons.
  • Choice - Single Answer (Horizontal) - Displays your entered answers as a horizontal list of radio buttons.
  • Choice - Multiple Answers (Multi-Select Box) - Allows selecting more than one answer by clicking while holding CTRL on the keyboard.
 

User-added image
 
  • Choice - Multiple Answers (Vertical) - Positions your entered answers alongside a vertical list of check boxes.
  • Choice - Multiple Answers (Horizontal) - Positions your entered answers alongside a horizontal list of check boxes.

Click Save. The custom contact field will now be attached to every contact in your Address Book.

3 Add advanced logic, if necessary. Single and multiple answer custom fields can be linked together to provide more relevant answer options. For example, after selecting "New England" for Region, only locations in the appropriate states would be listed in the next question asking for their specific office.

To add this logic, click the neighboring tab, Advanced Logic. Select Yes, then a source question from the dropdown. This question will determine which answers a invitee will see.

A table will appear below with the columns displaying the current question's answers, and the rows showing the source question answers. Match the correct source question answers to the question's answers by checking the boxes.

Click Save.



Displaying Custom Contact Fields in a Classic Event

1 Access the Contact Fields page. Make sure your new custom contact fields appear during registration for your next event and your invitees will do the work for you.

Under Solutions at the top of the page, select Events. Choose your Classic event. Hover over Website & Registration and, under Registration, click Registration Settings. If applicable, select a registration path.

The Basic Settings tan opens by default. Click the tab to the right, Contact Fields, then Edit.

2 Choose what fields are displayed. In the Personal Fields section, click Add Field.... Choose which header it will appear under from the dropdown, then select the field.

 
NOTE: As outlined in Cvent's Terms of Use, you should never use a custom contact field to collect sensitive data.
User-added image

Use the textboxes in the Label column to rename the fields. Under the Display column, decide how the fields will show up. Your options include:
  • Required displays the field and will not let invitees continue until they've filled it out.
  • Visible displays the field but invitees can ignore it.
  • Read-Only displays the field but will not let them change it.

Click Save. If you have multiple registration paths, you will need to repeat this process for each one.

 
NOTE: While it's not advised, you can always delete the custom contact field.

Displaying Custom Contact Fields in a Flex Event

1 Access the Site Designer. Under Solutions at the top of the page, select Events. Choose your Flex event. Hover over Website & Registration and, under Registration, click Registration Process. If applicable, select a registration path from the dropdown. Then click Open Site Designer.

2 Choose which fields are displayed. Click Build on the right hand side of the designer. Scroll down to the Standard Contact Fields, or Custom Contact Fields section and click and drag the field onto the canvas.

 
User-added image

The Styling and Configuration options will display to the right of the canvas. Use the Field Label to rename the field, then use the Label Placement dropdown to position the text above the field or to the left of the field.

Under "Display as," decide how the field will show up. Your options include:
  • Optional displays the field but invitees can ignore it.
  • Read-Only displays the field but will not let them change it.
  • Required displays the field and will not let invitees continue until they've filled it out.
Once you're done, click Save to save the draft, or click Publish to make it visible to invitees. If you have multiple paths, you will need to repeat this process for each one.
 

Did this article resolve your issue?

Yes
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Did this article resolve your issue?

What can we do to make this article better?

Did this article resolve your issue?

What can we do to make this article better?

Did this article resolve your issue?


Excellent! Thank you for your feedback

Did this article resolve your issue?


We are sorry to hear that!  For more assistance, open a case and a Product Consultant will contact you directly.

  • 1
  • 2
  • 3
  • 4
  • 5
There are 45 standard fields within your Address Book for every contact, ranging from the expected (name, email address, title) to the thorough (home, fax, nickname). However, there's probably something else your organization needs to know about the people attending their events. Ensure that information is tracked with custom contact fields.

Once added, custom contact fields can be displayed during registration, included in reports, and imported to and exported from the Address Book.
 
NOTE: If the data you're collecting is specific to one event (e.g. meal or topic preferences), use registration questions instead.


Adding a Custom Contact Field

1 Access the Custom Fields page. Begin by clicking Admin in the top right. Hover over Account and, under General, click Custom Fields.

Ensure Custom Contact Fields is selected in the dropdown.

2 Add the custom contact field. Determine if you want to create a consent type field or an open ended or choice type field.

To add a consent field, click Create Consent Field. This will require contacts to give their consent for you to use their personal information, which allows you to abide by GDPR requirements. Give it a name, then give the field a code, which is necessary to generate a data tag for the new field. Add the Acceptance Text, which will appear next to the radio button that a registrant selects.
 
User-added image

Click Save.
 
NOTE: Once a contact answers a consent type field, the Consent Text can no longer be edited.

Click Create Custom Field. Name the custom contact field. Feel free to reuse this name in the Code textbox. The code is necessary to generate a data tag for the new field. Consider entering help text to provide further guidance. This will display to fellow users in the Address Book and invitees during registration. In the example below, XXX-XXX-X has been entered to illustrate the proper format for student IDs.

 
NOTE: As outlined in Cvent's Terms of Use, you should never use a custom contact field to collect sensitive data.
User-added image

Select a field type. Your choices include:
 
  • Open Ended Text - Date/Time - Provides a series of drop-downs for each collected field. To make date selection faster, enable a pop-up calendar.
User-added image
 
  • Open Ended Text - One Line
  • Open Ended Text - Comment Box - Generates a text box with a set character limit.

User-added image
 
  • Choice - Single Answer (Drop-Down) - Displays your entered answers in a dropdown. If you have more than 100 answer choices, a "Select Answer" button replaces the dropdown, allowing the registrant to search the choices in the pop-up that appears.
  • Choice - Single Answer (Vertical) - Displays your entered answers as a vertical list of radio buttons.
  • Choice - Single Answer (Horizontal) - Displays your entered answers as a horizontal list of radio buttons.
  • Choice - Multiple Answers (Multi-Select Box) - Allows selecting more than one answer by clicking while holding CTRL on the keyboard.
 

User-added image
 
  • Choice - Multiple Answers (Vertical) - Positions your entered answers alongside a vertical list of check boxes.
  • Choice - Multiple Answers (Horizontal) - Positions your entered answers alongside a horizontal list of check boxes.

Click Save. The custom contact field will now be attached to every contact in your Address Book.

3 Add advanced logic, if necessary. Single and multiple answer custom fields can be linked together to provide more relevant answer options. For example, after selecting "New England" for Region, only locations in the appropriate states would be listed in the next question asking for their specific office.

To add this logic, click the neighboring tab, Advanced Logic. Select Yes, then a source question from the dropdown. This question will determine which answers a invitee will see.

A table will appear below with the columns displaying the current question's answers, and the rows showing the source question answers. Match the correct source question answers to the question's answers by checking the boxes.

Click Save.



Displaying Custom Contact Fields in a Classic Event

1 Access the Contact Fields page. Make sure your new custom contact fields appear during registration for your next event and your invitees will do the work for you.

Under Solutions at the top of the page, select Events. Choose your Classic event. Hover over Website & Registration and, under Registration, click Registration Settings. If applicable, select a registration path.

The Basic Settings tan opens by default. Click the tab to the right, Contact Fields, then Edit.

2 Choose what fields are displayed. In the Personal Fields section, click Add Field.... Choose which header it will appear under from the dropdown, then select the field.

 
NOTE: As outlined in Cvent's Terms of Use, you should never use a custom contact field to collect sensitive data.
User-added image

Use the textboxes in the Label column to rename the fields. Under the Display column, decide how the fields will show up. Your options include:
  • Required displays the field and will not let invitees continue until they've filled it out.
  • Visible displays the field but invitees can ignore it.
  • Read-Only displays the field but will not let them change it.

Click Save. If you have multiple registration paths, you will need to repeat this process for each one.

 
NOTE: While it's not advised, you can always delete the custom contact field.

Displaying Custom Contact Fields in a Flex Event

1 Access the Site Designer. Under Solutions at the top of the page, select Events. Choose your Flex event. Hover over Website & Registration and, under Registration, click Registration Process. If applicable, select a registration path from the dropdown. Then click Open Site Designer.

2 Choose which fields are displayed. Click Build on the right hand side of the designer. Scroll down to the Standard Contact Fields, or Custom Contact Fields section and click and drag the field onto the canvas.

 
User-added image

The Styling and Configuration options will display to the right of the canvas. Use the Field Label to rename the field, then use the Label Placement dropdown to position the text above the field or to the left of the field.

Under "Display as," decide how the field will show up. Your options include:
  • Optional displays the field but invitees can ignore it.
  • Read-Only displays the field but will not let them change it.
  • Required displays the field and will not let invitees continue until they've filled it out.
Once you're done, click Save to save the draft, or click Publish to make it visible to invitees. If you have multiple paths, you will need to repeat this process for each one.
 

Did this article resolve your issue?

Yes
No

Did this article resolve your issue?

What can we do to make this article better?

Did this article resolve your issue?

What can we do to make this article better?

Did this article resolve your issue?


Excellent! Thank you for your feedback

Did this article resolve your issue?


We are sorry to hear that!  For more assistance, open a case and a Product Consultant will contact you directly.

  • 1
  • 2
  • 3
  • 4
  • 5
There are 45 standard fields within your Address Book for every contact, ranging from the expected (name, email address, title) to the thorough (home, fax, nickname). However, there's probably something else your organization needs to know about the people attending their events. Ensure that information is tracked with custom contact fields.

Once added, custom contact fields can be displayed during registration, included in reports, and imported to and exported from the Address Book.
 
NOTE: If the data you're collecting is specific to one event (e.g. meal or topic preferences), use registration questions instead.


Adding a Custom Contact Field

1 Access the Custom Fields page. Begin by clicking Admin in the top right. Hover over Account and, under General, click Custom Fields.

Ensure Custom Contact Fields is selected in the dropdown.

2 Add the custom contact field. Determine if you want to create a consent type field or an open ended or choice type field.

To add a consent field, click Create Consent Field. This will require contacts to give their consent for you to use their personal information, which allows you to abide by GDPR requirements. Give it a name, then give the field a code, which is necessary to generate a data tag for the new field. Add the Acceptance Text, which will appear next to the radio button that a registrant selects.
 
User-added image

Click Save.
 
NOTE: Once a contact answers a consent type field, the Consent Text can no longer be edited.

Click Create Custom Field. Name the custom contact field. Feel free to reuse this name in the Code textbox. The code is necessary to generate a data tag for the new field. Consider entering help text to provide further guidance. This will display to fellow users in the Address Book and invitees during registration. In the example below, XXX-XXX-X has been entered to illustrate the proper format for student IDs.

 
NOTE: As outlined in Cvent's Terms of Use, you should never use a custom contact field to collect sensitive data.
User-added image

Select a field type. Your choices include:
 
  • Open Ended Text - Date/Time - Provides a series of drop-downs for each collected field. To make date selection faster, enable a pop-up calendar.
User-added image
 
  • Open Ended Text - One Line
  • Open Ended Text - Comment Box - Generates a text box with a set character limit.

User-added image
 
  • Choice - Single Answer (Drop-Down) - Displays your entered answers in a dropdown. If you have more than 100 answer choices, a "Select Answer" button replaces the dropdown, allowing the registrant to search the choices in the pop-up that appears.
  • Choice - Single Answer (Vertical) - Displays your entered answers as a vertical list of radio buttons.
  • Choice - Single Answer (Horizontal) - Displays your entered answers as a horizontal list of radio buttons.
  • Choice - Multiple Answers (Multi-Select Box) - Allows selecting more than one answer by clicking while holding CTRL on the keyboard.
 

User-added image
 
  • Choice - Multiple Answers (Vertical) - Positions your entered answers alongside a vertical list of check boxes.
  • Choice - Multiple Answers (Horizontal) - Positions your entered answers alongside a horizontal list of check boxes.

Click Save. The custom contact field will now be attached to every contact in your Address Book.

3 Add advanced logic, if necessary. Single and multiple answer custom fields can be linked together to provide more relevant answer options. For example, after selecting "New England" for Region, only locations in the appropriate states would be listed in the next question asking for their specific office.

To add this logic, click the neighboring tab, Advanced Logic. Select Yes, then a source question from the dropdown. This question will determine which answers a invitee will see.

A table will appear below with the columns displaying the current question's answers, and the rows showing the source question answers. Match the correct source question answers to the question's answers by checking the boxes.

Click Save.



Displaying Custom Contact Fields in a Classic Event

1 Access the Contact Fields page. Make sure your new custom contact fields appear during registration for your next event and your invitees will do the work for you.

Under Solutions at the top of the page, select Events. Choose your Classic event. Hover over Website & Registration and, under Registration, click Registration Settings. If applicable, select a registration path.

The Basic Settings tan opens by default. Click the tab to the right, Contact Fields, then Edit.

2 Choose what fields are displayed. In the Personal Fields section, click Add Field.... Choose which header it will appear under from the dropdown, then select the field.

 
NOTE: As outlined in Cvent's Terms of Use, you should never use a custom contact field to collect sensitive data.
User-added image

Use the textboxes in the Label column to rename the fields. Under the Display column, decide how the fields will show up. Your options include:
  • Required displays the field and will not let invitees continue until they've filled it out.
  • Visible displays the field but invitees can ignore it.
  • Read-Only displays the field but will not let them change it.

Click Save. If you have multiple registration paths, you will need to repeat this process for each one.

 
NOTE: While it's not advised, you can always delete the custom contact field.

Displaying Custom Contact Fields in a Flex Event

1 Access the Site Designer. Under Solutions at the top of the page, select Events. Choose your Flex event. Hover over Website & Registration and, under Registration, click Registration Process. If applicable, select a registration path from the dropdown. Then click Open Site Designer.

2 Choose which fields are displayed. Click Build on the right hand side of the designer. Scroll down to the Standard Contact Fields, or Custom Contact Fields section and click and drag the field onto the canvas.

 
User-added image

The Styling and Configuration options will display to the right of the canvas. Use the Field Label to rename the field, then use the Label Placement dropdown to position the text above the field or to the left of the field.

Under "Display as," decide how the field will show up. Your options include:
  • Optional displays the field but invitees can ignore it.
  • Read-Only displays the field but will not let them change it.
  • Required displays the field and will not let invitees continue until they've filled it out.
Once you're done, click Save to save the draft, or click Publish to make it visible to invitees. If you have multiple paths, you will need to repeat this process for each one.
 

Did this article resolve your issue?

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What can we do to make this article better?

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There are 45 standard fields within your Address Book for every contact, ranging from the expected (name, email address, title) to the thorough (home, fax, nickname). However, there's probably something else your organization needs to know about the people attending their events. Ensure that information is tracked with custom contact fields.

Once added, custom contact fields can be displayed during registration, included in reports, and imported to and exported from the Address Book.
 
NOTE: If the data you're collecting is specific to one event (e.g. meal or topic preferences), use registration questions instead.


Adding a Custom Contact Field

1 Access the Custom Fields page. Begin by clicking Admin in the top right. Hover over Account and, under General, click Custom Fields.

Ensure Custom Contact Fields is selected in the dropdown.

2 Add the custom contact field. Determine if you want to create a consent type field or an open ended or choice type field.

To add a consent field, click Create Consent Field. This will require contacts to give their consent for you to use their personal information, which allows you to abide by GDPR requirements. Give it a name, then give the field a code, which is necessary to generate a data tag for the new field. Add the Acceptance Text, which will appear next to the radio button that a registrant selects.
 
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Click Save.
 
NOTE: Once a contact answers a consent type field, the Consent Text can no longer be edited.

Click Create Custom Field. Name the custom contact field. Feel free to reuse this name in the Code textbox. The code is necessary to generate a data tag for the new field. Consider entering help text to provide further guidance. This will display to fellow users in the Address Book and invitees during registration. In the example below, XXX-XXX-X has been entered to illustrate the proper format for student IDs.

 
NOTE: As outlined in Cvent's Terms of Use, you should never use a custom contact field to collect sensitive data.
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Select a field type. Your choices include:
 
  • Open Ended Text - Date/Time - Provides a series of drop-downs for each collected field. To make date selection faster, enable a pop-up calendar.
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  • Open Ended Text - One Line
  • Open Ended Text - Comment Box - Generates a text box with a set character limit.

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  • Choice - Single Answer (Drop-Down) - Displays your entered answers in a dropdown. If you have more than 100 answer choices, a "Select Answer" button replaces the dropdown, allowing the registrant to search the choices in the pop-up that appears.
  • Choice - Single Answer (Vertical) - Displays your entered answers as a vertical list of radio buttons.
  • Choice - Single Answer (Horizontal) - Displays your entered answers as a horizontal list of radio buttons.
  • Choice - Multiple Answers (Multi-Select Box) - Allows selecting more than one answer by clicking while holding CTRL on the keyboard.
 

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  • Choice - Multiple Answers (Vertical) - Positions your entered answers alongside a vertical list of check boxes.
  • Choice - Multiple Answers (Horizontal) - Positions your entered answers alongside a horizontal list of check boxes.

Click Save. The custom contact field will now be attached to every contact in your Address Book.

3 Add advanced logic, if necessary. Single and multiple answer custom fields can be linked together to provide more relevant answer options. For example, after selecting "New England" for Region, only locations in the appropriate states would be listed in the next question asking for their specific office.

To add this logic, click the neighboring tab, Advanced Logic. Select Yes, then a source question from the dropdown. This question will determine which answers a invitee will see.

A table will appear below with the columns displaying the current question's answers, and the rows showing the source question answers. Match the correct source question answers to the question's answers by checking the boxes.

Click Save.



Displaying Custom Contact Fields in a Classic Event

1 Access the Contact Fields page. Make sure your new custom contact fields appear during registration for your next event and your invitees will do the work for you.

Under Solutions at the top of the page, select Events. Choose your Classic event. Hover over Website & Registration and, under Registration, click Registration Settings. If applicable, select a registration path.

The Basic Settings tan opens by default. Click the tab to the right, Contact Fields, then Edit.

2 Choose what fields are displayed. In the Personal Fields section, click Add Field.... Choose which header it will appear under from the dropdown, then select the field.

 
NOTE: As outlined in Cvent's Terms of Use, you should never use a custom contact field to collect sensitive data.
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Use the textboxes in the Label column to rename the fields. Under the Display column, decide how the fields will show up. Your options include:
  • Required displays the field and will not let invitees continue until they've filled it out.
  • Visible displays the field but invitees can ignore it.
  • Read-Only displays the field but will not let them change it.

Click Save. If you have multiple registration paths, you will need to repeat this process for each one.

 
NOTE: While it's not advised, you can always delete the custom contact field.

Displaying Custom Contact Fields in a Flex Event

1 Access the Site Designer. Under Solutions at the top of the page, select Events. Choose your Flex event. Hover over Website & Registration and, under Registration, click Registration Process. If applicable, select a registration path from the dropdown. Then click Open Site Designer.

2 Choose which fields are displayed. Click Build on the right hand side of the designer. Scroll down to the Standard Contact Fields, or Custom Contact Fields section and click and drag the field onto the canvas.

 
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The Styling and Configuration options will display to the right of the canvas. Use the Field Label to rename the field, then use the Label Placement dropdown to position the text above the field or to the left of the field.

Under "Display as," decide how the field will show up. Your options include:
  • Optional displays the field but invitees can ignore it.
  • Read-Only displays the field but will not let them change it.
  • Required displays the field and will not let invitees continue until they've filled it out.
Once you're done, click Save to save the draft, or click Publish to make it visible to invitees. If you have multiple paths, you will need to repeat this process for each one.
 

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