Profile fields are important because it’s what determines what is available when you set up engagement and profile matching (based on a simple algorithm).
1. Click ‘Profile Setup’ on the Event Settings Panel.
-’Profile Edit Setup’ is what the attendee sees in the virtual event environment under their profile that they can edit themselves.
-’Profile Display Setup’ is what other attendees see when viewing your profile.
2. Click to ‘Profile Display Setup’ and setup accordingly
- The fields that say ‘System’ under ‘Source’ automatically are applied (can toggle display on or off and rearrange field order).
- Field labels can be renamed (make sure they are named intuitively).
-The bottom of this section is where you will find your User Defined Fields (UDF) and registration questions.
3. Click ‘Engagement’ on the Event Settings Panel, then ‘User Matching’
4. Select the fields by clicking the checkboxes of those that should be used in matching user profiles. Keep selections limited to ensure it is straightforward for users.
5. Click ‘Save’
6. Click 'Spaces' on the Events Settings Panel
7. Click into the space that you would like to add User Matching
8. Scroll to the bottom where it says ‘Page Template’
9. Select your template
-It is recommended to use a space hybrid template.
10. Click 'Save’
11. Click back into the space that you were working on, scroll down, and click ‘Launch Editor’
12. Add User Matching via the space editor where you see fit, by clicking ‘Add Content’ under Absolute Properties
-User Matching can be added as a hot spot, a button, or an inline component.
13. Click ‘Save’