Things to know about Profile Data

• The unique information that identifies a Registrant in an Account is called profile data.

• The Certain Platform includes over 40 standard data-entry fields that you can include on Registration Forms to gather profile data (i.e., First Name, Last Name, Company, Email Address, Phone, etc.) located under Plan > Forms > Registrant Details.

• Profile data is stored at the Account Level. This saves data-entry time and helps record-keeping, since profile data can be reused whenever the person registers for any Event associated with the Account in Certain Platform.

Using Custom Questions to collect additional Profile Data

Account Settings > Registration > Custom Profile Data

To collect profile data from Registrants that cannot be gathered using the standard Certain data fields, an Administrator can easily create one or more Custom Questions on their Account and add those Custom Questions to a Registration Form. Once created, a Custom Question will display under Plan > Forms > Registrant Details.

An Account may have up to 40 Custom Questions for its Profile records.

Custom Questions are especially useful when gathering information that is not likely to change if the Registrant attends multiple Events. For example, "What division of the company are you in?" or "Social Security Number:". Since there are no standard Certain data fields designed to collect such information, you will need to create your own. You may also supply answer choices, when appropriate.

Custom Questions and their corresponding answer fields can take various forms — some may be yes/no questions, some may require text entries, and others may be answered using check boxes, for example.

Typically, a Registrant provides the answers to Custom Questions during the registration process. However, in some cases, event management staff may wish to supply or edit profile data. 

Re-Order Questions

Account Settings > Registration > Custom Profile Data

You may reorder the Custom Questions that are associated with an Account on each Form, in each Event, under Plan > Form > Registrant Details in the Select Fields section.

Default Profile Fields

Account Settings > Registration > Custom Profile Data

The fields in the Fields to Display box on the right are the default profile fields to be included in the Registration Forms of all events in this Account. They are also the fields available for use in 'Display Questions' Inline Actions in a Logic Section on a Registration Form.

The Data Fields in the Fields to Display box are listed in a table below the two boxes, updated whenever you save changes. For each Data Field in the table, you can select the Require check box to make that Data Field required in Forms, and you can customize the Text to Display – the label used for that field on a Form.

Users may modify the default set of profile fields in their individual events.

Default Import Mappings

Account Settings > Registration > Custom Profile Data

In the Default Import Mappings section, the fields in the Fields to Import box on the right are the default Profile fields available for mapping to imports of Registrations into an Event.

Default States Available

Account Settings > Registration > Custom Profile Data

The Default States Available section is where you can select the countries for which you want the default states to be available to this Account. These selections control which states are available in the State/Province drop-down lists on your Forms. *Note: States are not available for all countries.

Default Countries Available

Account Settings > Registration > Custom Profile Data

The Default Countries Available section is where you can select the countries you want to be available by default to this account. (All 247 countries are selected by default, and you can deselect countries as needed.) 

*Note: The settings for countries and states cascade down to the Form level in an Event (where they can be edited per Form).