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. If you want to check your groups’ abilities, email us at firstname.lastname@example.org)
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 email@example.com.
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 up to five 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.
Edit your custom fields
If you would like to delete an entire field, click the ‘x’ icon in the top right hand corner of the box which will remove it straight away.
You can also delete an individual value by again, clicking the ‘x’ below the one you want to get rid of.
To add an extra value to an existing field, head to the bottom of that particular field and select Add value. Moreover, if you want to adjust the order of the values within a field, you can use the sliders to move them up or down the list.
When you’re happy with your changes, remember to hit the green save button at the bottom of the page!