The Contact module is where you collect information about your attendees. There are many pre-built contact fields, and you choose which ones you want to include as part of your registration process. You can also add your own.
When you click on the Contact module (in the Setup Panel), you'll see:
Preferences - this includes optional, user-defined fields. You can re-name them here, and easily add them to the Contact component in your interactive registration site. There are four User-Defined fields here - you name them, and check the box if the field will contain personal data. (See more information below on this topic.) When you add the User-Defined field into your interactive registration site, you can re-label it, and create dropdown options for people to choose from.
Dietary Requirements - these are optional Dietary Requirements [such as allergies, vegetarian preference etc.] that can be listed on contact records (either because you've added them directly, via the Attendees Panel or because attendees select them during online registration). Dietary Requirements can be reported on and shared with food and beverage vendors in reports or through the Dietary Requirements Portal.
Contact Action - Optional items you can create to help you and your team track internal processes. A team member can select to indicate the next action required for this contact. Commonly used "actions" include:
Follow-up Required
Send Confirmation
Send Collateral
Identifying fields that contain Personal Data
For purposes of managing data privacy of its attendees, fields containing personally identifiable data in the Contact record are recognized as private by default (i.e. name, email, photo, address, phone, social media, IP Address).
However, many other fields in EventsAir have the potential of containing personal data.
These fields include:
Contact User Defined Fields
Note Types
Marketing Tags
Custom Fields
To comply with data and privacy regulations, you should review any fields that you or your team have created, and mark them as containing personal data if applicable.
This feature is used by EventsAir to identify these fields for reporting to attendees, and when anonymizing or deleting a contact record for data privacy reasons.
