Manage data fields

Data fields are personal information your site asks about visitors when they sign in or pre-register. You can add, edit or delete them for your sites.

Required tier Corporate, Enhanced, or Enterprise tier. What is my tier?
Required permission Site configuration. This permission is included by default for the account administrator and site administrator role. What is my role?

Access data field settings

  1. From the left sidebar in VisitorOS, click the Settings Screenshot of the Settings icon. icon, then select Sites.
    Screenshot of the Sites option highlighted.
  2. Select a site.
  3. Click Personalization.
  4. Under "Data Fields", click Configure to access its settings panel.

Data field settings

Once you have accessed the "Data Fields" settings panel, you can make the changes shown below.

Add a new data field

In the Data Fields settings panel, you can add a new field in two ways.

  • To select from a pre-built data field, under "New Data Field" use the drop-down menu to select a data field.
  • To create your own field, click New Data field and edit its details. For more information, see Edit data fields.

Edit data fields

To edit a data field, click the Edit edit_cion.png icon next to the data field you want to update. Below are the changes you can make to a data field.

Setting Description
Screen Label The name of the data field shown when inviting guests or during sign-in. If your site supports multiple languages, use the language picker to add a label for each language.
Mandatory Requires the data field to be filled out during sign-in. Turn on to make this field required.
Control Type Selects how guests or users interact with the data field, such as a drop-down list or a date picker.
Hide on Devices Hides the data field from guests during sign-in. Users inviting a guest can still see this data field. Turn on to hide this field.
Remember Last Entry for Returning Visitors Pre-fills the data field with the guest's value from their previous visit when they sign in as a returning visitor. Turn on to allow pre-filling. 

This setting is based on the Personal Info Validity Period in the Returning Visitors settings. For more information, see Change returning visitors settings.
Limit to Specific Visitor Types Selects which visitor types can see this data field. Turn on to choose the visitor types.

Disable or enable a data field

When you disable a data field, your saved edits and configuration remain in the system, but the field no longer appears during sign-in or pre-registration. The field will appear again after you enable it.

  • To disable a data field, clear the checkbox next to the data field in the list.
  • To enable a data field, select the checkbox next to the data field in the list.

Delete a data field

When you delete a data field, the field and its configuration are permanently removed. The field will no longer appear during sign-in or pre-registration.

To delete a data field, click the Delete trash_icon.png icon next to the data field you want to remove permanently.

Reorder data fields

You can change the order in which data fields appear during sign-in and sign-out. To reorder a field, click and drag a field to a new position in the list.

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