Last Updated 2/7/2019.
We understand that organizing an event includes a lot of last minute changes. In an effort to make life a little easier for you, we have introduced Editable Partner Fields. Creating Partner Fields that your Partners can edit themselves straight from their Partner Dashboards saves you time by removing the need to reimport a Partner List or manually edit changing information. Read on below to learn how you can add editable fields to your Partner's Partner Dashboards.
Adding Editable Partner Fields
1. Create your 'Event'.
2. Go to the Event Settings page
3. Find the Partner Dashboard configuration option on the settings page
4. Navigate to the 'Editable Partner Fields' section of the page. From here, you can select the fields you wish to make editable for your Partners, from the dropdown menu.
5. If you would like to remove a field, click on the 'x' on the righthand side of the selection. Removing a field will make it un-editable on a Partner Dashboard.
6. Hit 'Save'.
The View From the Partner Dashboard
Now that you've added editable fields, you're probably wondering where your Partners update their custom data. Partners can edit their fields in the 'Your Information' section of their Partner Dashboards.
The dashboard will list all editable fields you chose in the modal. Partners can make changes in each respective text box. Once they have made their changes, they'll hit 'Save'.
Note: Any changes made will automatically update in your campaign and their Invite Material.
How can I edit a Custom Data Value?
You can rename or merge your Partner Custom Data from the Explore Dashboard. From here you can rename or merge your Partner fields. For a step-by-step process on how to edit Custom Data click here.