Profile Fields and Demographics

Profile Fields and Demographics

Things to Know

  • The default fields for your community can be accessed and altered through the “Community” tab in your Admin

  • If your team is using User Groups you can manage their profile fields, teams, and segments separately.

  • The only REQUIRED profile fields are date of birth (for legal purposes), email (for account creation), and name. All other fields are not required by our system but can be required by your team for your users!

How profile fields are requested from new users

All new users are requested to input their profile fields during step 8 of the onboarding process. The only REQUIRED profile fields are date of birth (for legal purposes), email (for account creation), and name.

Onboarding process.png

Managing profile fields as a user

Users can manage their profile fields by heading over to their profile>settings cog>edit profile. As an Admin you get to decide what fields are available and what fields are required. A user can change their information at any time but they are not automatically prompted if your team makes any adjustments to required or available profile fields.

Managing profile fields as a user.png
 

Managing the default profile fields as an Admin

If you head over to the Admin, on the left hand navigation scroll down to the section called “Configuration” and hit “Community” this gives you access to the default profile fields and more. I highly recommend creating user groups to gain more control over your profile fields.

Screen Shot 2020-09-15 at 12.03.19 PM.png
 

Managing profile fields for a specific user group

Once a user group is enabled you can select which fields are requested, which are required and which should be visible to other users. To create a user group, on the left hand navigation scroll to the section called user configuration>user groups> and hit new user group. These fields can be managed at any time.

Screen Shot 2020-09-15 at 12.07.56 PM.png

 

 

What profile fields are available?

Race

Age (required)

Gender

Zip Code

First & Last Name (required)

 

 

Alias

Email (required)

Role

Bio

Industry

 

School

School Year

Organization

Location

Social Links

Race

Our current race options are limited and single select. We are looking to improve this feature, please be on the lookout for an email.

race (1).png

 

Age / Birthday

Birthday is required by our system for legal reasons.

 

birthday (1).png

 

Gender

We recently updated our gender options to be more inclusive.

gender (1).png

Zip Code

This is great for mapping out all of your users.

zipcode (1).png

 

First and Last Name

While it is shown as not required in the Admin IT IS IN FACT REQUIRED for the time being. We just created the alias system but it is not fully set in place yet.

 

 
first and last name.png
 

 

Alias

We are still working to get this working within other areas of the app but a user can add their desired alias.

 

 
Nickname or Alias.png
 

 

Email

An email address is required to create an account and access the content within your app.

 
Email.png
 

 

Role

This could be the role of a user within your organization.

Role (1).png

 

Industry

Users can select their industry from our default list of industries. The users industry will display on their profile.

Industry (1).png

 

School & Graduation Year

Users can select from the schools already added to the app or add their own school. You can also have school year enabled.

To learn more about creating, deleting, and editing schools click here.

School (1).png

 

Organization

Let users share their business name or other organizational affiliation. User can select from the list of organizations currently inside the app or add their own organization.

To learn more about creating, deleting, and editing organizations click here.

Organization (1).png

 

Location

Let your users share their location. The location will be displayed on the user’s profile

location (1).png

 

Social Links

This includes Facebook, Twitter, Instagram, Snapchat, LinkedIn, Telephone, Profile URL

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