Custom fields are essential for getting the most from your Zapnito site. Here's how to set them up.
Custom fields are optional, customisable fields that you can ask your users to fill in on registration and when editing their profile. They are typically used to gather information such as 'areas of expertise' and 'areas of interest' and power several of the widgets on the expert profile page.
(Note that in order for your users to input their custom field selections, they will need to be in a group with the 'Select custom fields' ability.)
Create your custom fields
A lot of our customers find it can be useful to setup the custom field options in advance before you create them on the site itself.
If you'd like to download a template we have created for this, let us know at firstname.lastname@example.org.
Once you have your custom field options in mind, head to the cog in the top right hand corner of the page and click Settings. Scroll down to the Registration Settings header and select the Custom Fields tile.
From here, you will be able to create fields for both Person and Organisation-type users (i.e. companies can be asked to provide different data to that requested of people).
These fields can be:
- Optional or mandatory
- Single or multiple choice
- Unlimited in terms of how many answer options you can provide however we recommend that they're kept relatively short for better UX
Once you have setup your custom field options, they will be displayed to users both during the onboarding process and on the edit profile page.
Please note that, once a custom field has been created, the user type associated with the field cannot be changed.
Edit your custom fields
If you would like to delete an entire field, click the 'Delete' button under the dropdown menu on the right-hand side of the page.
If you would like to reorder your list of custom fields, you can use the sliders on the left-hand side of the page to drag the fields up or down the order. Your changes will be saved automatically.
To edit or delete individual values within a field, click the ‘Manage’ button next to the field you want to edit where you will find a list of values. Here, you can choose to rename a value or delete it entirely.
You can add an extra value to an existing field using the text field at the top of the 'Manage' page.
Any questions? Leave a comment on the this article or email us at email@example.com.