Before starting
If you have activated the Website feature, someone that is logged in can access their profile information, their purchase history, and their activity on the site.
They can also view/edit certain fields of their profile. This article explains how to set up these field step by step.
You can always collect extra information from your Contacts. Review this article for more details.
Step by step: Configure visible and editable fields for your Contacts
Once all the desired fields are created, you can define which ones can be viewed and edited by users when they are on their profile page.
To set up this information:
- From the left side menu, go to Community > Settings
- You will find the basic profile information, plus all your custom ones. Head over to the custom fields.
- Click on the pencil icon for the field that you want to modify.
- In the pop-up window, edit the visibility of the field and choose if it can be edited or not by each contact.
- Save the changes and perform this operation for each of the fields that you want to set up.
Also, you can, for each of your membership campaigns, donation campaigns, etc. ask people to fill out/update certain information. The information that you choose to collect is set up in the campaign settings.
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