Custom Profile Fields

What are Profile Fields and how are they useful?

They are the first step in being able to filter data, reports and then set up Segments.

Adding custom profile fields like "Job role" or "Location" allows you to create segments for specific roles or locations. This can enhance reporting, allow assigning separate admins to manage individual segments, and streamline enrolment processes.

An example of how to create a job role custom field:

• Click on "Settings" from left tab.
• Click on "User profile fields" in the bottom left section.
• To enable the field and configure it, tick the checkbox next to "Custom field #".
• Type in the title of the field, in this case it is "Job Role".
• Click "Type" to show the dropdown menu and select one: - Text input allows users to enter free text. - Select list limits the user to a predefined list. The predefined list will be entered in the next step.
• If you choose "Text input", keep in mind that entries with different capitalisation or spelling will be treated as separate inputs (e.g., "Carer" and "carer" will be recognised as different entries).
• If "Select list" is chosen, list all the options to show in this field.
• If the field is mandatory, tick the Required check box. A user account won't be created unless this field is filled out.
• If the field should only be visible to admins, tick the Hidden from users check box. In this case, this field will be up to admins to fill out only.
• Once done, scroll to the bottom of the page and click on "Save changes".

Select the arrow to watch a quick demo: