Profile Fields

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Profile fields are the various pieces of data that you collect about your Members, such as e-mail address, name, phone number, product interests and so forth. Enterprise allows you to define the profile fields that you want to include in your Member profile fields. You do this on the Manage Your Profile Fields page, where you can add, delete or edit profile fields. E-mail address and password are required profile fields for every Member, and you cannot edit or delete these fields.


To add a new profile field, simply enter the information for that field in the bottom row of the table which lists your profile fields.


Profile_fields_900.png


You must enter the following information for each profile field:


  • Field Name: This is the name that will be used by the Enterprise database. It should contain only letters, numbers and underscores (e.g. Favorite_Color).
  • Display Name: This is the text that your Members will see for the profile field on your subscription page (e.g. "What is your favorite color?"). Under normal circumstances, the Display Name should consist of plain text; up to 5,000 characters of HTML can be supplied, however, to allow for more advanced formatting.
  • Confirmation Text: If you'd like to optionally add a "confirmation" to your profile field, enter some text (or HTML) here. Two identical controls will be rendered, instead of one, with the text you enter serving as the Display Name (see above) for the second control. Enterprise will validate that the contents of the two controls are identical before allowing the Member to submit the page. For example, to add a confirmation for the EmailAddress field, you could specify "E-mail address" as the Display Name and "Confirm your e-mail address" as the Confirmation Text; two identical input controls would appear on your member subscribe page, with the first labeled "E-mail address" and the second labeled "Confirm your e-mail address". Some profile field types, such as Checkbox and Label, do not support Confirmation Text.
  • Field Type: Your profile field can capture one of the following types of data:
  1. Text: If you choose to make your profile field a text field, Members can enter any single line of text into this field. This is the best data type to use for capturing information like names, street addresses, and titles.
  2. TextArea: Choose this data type if you want the Member to enter multiple lines of text. If you are asking Members to write a brief description of themselves, for example, you would use the textarea data type.
  3. Password: This data type is to support the Password field that's part of every Member record. If you choose not to use the Password field, set its Display Public value (see below) to No; in this case, the setting for Required (see below) is irrelevant.
  4. US Date (Textbox): Choose this data type if the Member should enter a date. The Member will be prompted to enter a date in the format specified by their browser's culture setting, or to select the date using a culture-specific calendar control. When a US Date field is used as a simple profile field merge code, the date will be displayed as Month Name Day, Year. For example, a US Date field called ##DOB## will display as "January 17, 1974" when merged.
  5. US Date (Drop-downs): Choose this data type if the Member should enter a date by selecting from dropdowns for month, day and year. When a US Date field (dropdowns) is used as a simple profile field merge code, the date will be displayed as a Month Name, Day, Year. For example, a US Date field (dropdowns) called ##DOB## will display as "January 17, 1974" when merged.
  6. International Date: This profile field type is identical to the "US Date (Textbox)" type, with one exception: when an International Date field is used as a simple profile field merge code, the date will be displayed as Day Month Name Year. For example, an International Date field called ##DOB## will display as "17 January 1974" when merged.
  7. Yearless Date: Choose this data type if the member should enter a date without a year component. The Member will be prompted to enter a date by selecting a month and a day as in the format specified by their browser's culture setting. When a Yearless Date field is used as a simple profile field merge code, the date will be displayed as a Month Name Day. For example, a Yearless Date field called ##DOB## will display as "January 17" when merged.
  8. International Yearless Date: Choose this data type if the member should enter a date without a year component. The Member will be prompted to enter a date by selecting a month and a day as in the format specified by their browser's culture setting. When an International Yearless Date field is used as a simple profile field merge code, the date will be displayed as Day Month Name. For example, an International Yearless Date field called ##DOB## will display as "17 January" when merged.
  9. Integer: Choose this data type if you want the Member to enter a number, such as an age. An Integer profile field supports numbers up to and including 2,147,483,647. Please note that if you choose this data type, Members will not be allowed to enter symbols such as dashes, commas or parentheses.
  10. Long Integer: Choose this data type if you need to store numbers that exceed 2,147,483,647. Please note that if you choose this data type, Members will not be allowed to enter symbols such as dashes or parentheses.
  11. Money: Choose this data type if you want the Member to enter currency. Please note that this field does not accept currency symbols. Members can enter whole numbers or numbers with a decimal and one or two numbers after the decimal. Enterprise will display the values stored in Money type profile fields with a decimal and two numbers after the decimal, even if the member only entered a whole number.
  12. Checkbox: If you would like the Member to be able check a box to indicate a preference, choose the checkbox data type.
  13. Yes/No Drop-down: Use this field type if you would like the Member to be able to select Yes or No from a drop-down.
  14. Drop-down: If you would like the Member to be able to select a single option from a predefined lists of items, choose the Drop-down field type. Learn more about creating or editing dropdown lists.
  15. Radio Buttons (1 column): If you would like the Member to be able to select a single option from a predefined lists of items, displayed as a single column of radio buttons, choose this field type. Learn more about creating or editing list items.
  16. Radio Buttons (2 columns): If you would like the Member to be able to select a single option from a predefined lists of items, displayed as a two columns of radio buttons, choose this field type. Learn more about creating or editing list items.
  17. Store/Location: Use this field type to allow Members to enter their US Zip Code or Canadian Postcode and have Enterprise automatically populate a list of stores (using your store data from Fishbowl's Store Management) closest to the Zip/Postal Code entered. Learn more about creating or editing store/location settings.
  18. Joined Data Drop-down: If your site is set up with a Joined Data Source, this field type will be used. Joined Data Sources and Joined Data Drop-downs will be set up by Fishbowl.
  19. US Zip Code: Choose this data type if you would like the Member to enter a US-formatted Zip or Zip+4 postal code. Enterprise will validate the entry to ensure that it matches one of these two formats. If Members will be entering non-US postal codes which do not match the Zip or Zip+4 format, you should use a Text type field to capture this data.
  20. US/Canadian Postal Code: Choose this data type if you would like the Member to enter a US-formatted Zip or Zip+4 postal code or a Canadian postal code. Enterprise will validate the entry to ensure that it matches one of these two formats. If Members will be entering postal codes which do not match the US Zip or Zip+4 format or the Canadian postal code format, you should use a Text type field to capture this data.
  21. UK Postcode: Choose this data type if you would like the Member to enter a UK postcode. Enterprise will validate the entry to ensure that it matches the UK postcode format.
  22. US Phone Number: Choose this data type if you would like Members to enter a US phone number in one of two formats: (###) ###-#### or ###-###-####. Enterprise will validate the input to make sure that it meets this format.
  23. UK Phone Number: Choose this data type if you would like Members to enter a UK phone number. This field accepts both UK land and mobile phone number formats: a zero followed by a non-zero digit, followed by 8 or 9 other digits or a zero followed by 7 followed by 9 digits.
  24. UK Mobile Phone Number: Choose this data type if you would like Members to enter a UK mobile phone number: a zero followed by 7 followed by 9 digits.
  25. COPPA Compliancy: This field allows you to make your signup process compliant with the Children's Online Privacy and Protection Act. A COPPA compliancy field is used to capture a Member's birthday in the format mm/dd/yyyy. If you choose to use the COPPA Compliancy field, then any Members who enter a birth date which makes them 13 years or younger will be prompted to enter a parents' e-mail address. The parent will then be notified that the child has submitted their information and will have the opportunity to review and/or delete the child's information. See COPPA Compliance pages for more information.
  26. Label: This field type is for display purposes only (i.e., it captures no data). It can contain up to 5,000 characters of HTML and is ideal for adding explanatory text, external image references, bulleted lists , etc. Unlike the other profile field types, which render themselves in two separate columns--one for the display name text, another for the appropriate input control--the Label field renders itself in a single column spanning the width of the page.
  • Length: Available on text-type profile fields. Modify this field if you wish to change the maximum number of characters that a profile field can accept. It should be noted that if you try to decrease the length of an existing profile field, and the length you specify is too short to store any of the existing values in the database, Enterprise will automatically increase the length as necessary so ensure that no data is truncated.
  • Display Public: In some instances, you may want to store profile information on your Members that you don't want them to see. For example, you may record purchase history data or information about which customers are most profitable. If you want your Members to be able to see a given profile field, set the Display Public dropdown to "Yes," otherwise set it to "No" to keep it hidden.
  • Required: When a new Member subscribes, you may want some of the information on the subscription page to be required, and other information to be optional. For example, you may want to require Members to provide a first and last name, but make it optional for them to provide a phone number. To make a field required, set the Required dropdown to "Yes," or set it to "No" if you want the field to be optional.
  • Sort Order: To change the order in which the profile fields appear on the subscription page, click in the Sort Order column and drag the field into position.. Sorting is disabled for fields which are currently being edited and for those which have not yet been added.


When you have entered all of your profile information for the new profile field, click "Add" to save your changes.


To edit an existing profile field, click edit. The information for that profile field will change from display mode to edit mode. Changing the data type of a field after it has been created is possible only within certain limits: a Text field can be changed to a US Phone Number field and vice versa, for instance, but a Checkbox field can't be changed to a Date field because the actual values stored in the database are incompatible. Make your changes and click save to keep them; you can also click cancel to continue without saving your changes.


To change the order in which profile fields appear on your Member Subscribe page, use the Sort Order arrows.


You can also delete a profile field from your Enterprise Site by clicking delete. Note that if you delete a profile field, all Member data associated with that field will be permanently deleted from the system.


To preview the subscribe page that your Members will see, click on the link which reads "Preview your Member Subscribe Page." This will open a new browser window which displays the screen as your Members will see it. If you make changes to your profile fields, simply refresh this new browser window to see the changes reflected on the subscribe page.