We are thrilled to introduce unique custom fields with OneTap profiles.
Be it student ID, employee ID, or any other unique information about the attendees, a unique custom field is crucial in maintaining unique profile records and dealing with duplicates.
Benefits
Efficient Profile Management: Maintain distinct and organized profiles, reducing duplicates and ensuring accuracy.
Example: In a university, unique custom fields allow for each student to have a distinct student ID. This ensures that each student's record is organized separately, reducing the chances of mistakenly combining data or creating duplicate profiles.
Personalized Interactions: Tailor communications and experiences based on specific attributes for a more engaging user experience.
Insightful Analytics: Gain deeper audience insights for informed decision-making and product refinement.
Compliance and Security: Safeguarding data integrity is crucial for industries with strict regulatory requirements.
Who is it for
Teachers and Professors: Streamline student and employee records with unique IDs for seamless tracking.
Event Planners: Coordinate events effortlessly by managing precise attendee details.
Membership Organizations: Personalize interactions for members based on their unique attributes and preferences.
How to start/setup
You can watch this video to grasp how to set up a unique custom field in OneTap 👇🏼
Setting up on the Dashboard
Importing your spreadsheet
There's no change required in the Excel sheet before uploading, but make sure it is correctly formatted. Not sure if your Excel sheet is correctly formatted? check out this article - How to format and upload Excel files
Changing the custom field to a unique custom field
Once you have imported your Excel sheet with all the required columns, you can now change the custom field to be unique from the "Profiles" tab 👇🏼
You can learn more about creating a custom field in this article 👇🏼
Let's now take a look at how to change an existing field into a unique field
Navigate to the "Profiles" tab, click on "Actions," and choose "Edit Custom Fields"
Click on the pencil icon next to any field to edit it
Tick-mark the field to be a unique field and update it
Setting up on the iOS App
Coming soon to iOS App
FAQs
What would happen if I give the same unique value to two different profiles?
If a custom field is marked as unique, you cannot allot the same value to two different profiles. If you do so, you will see an error "Error - 'Custom Field' is not unique"
Did we miss something? We're open to feedback and would love to know what you think😃