Setting Up Titles, User Fields and Screen Profiles in Plus2
Problem
Administrators need a tidy list of titles and a set of reportable user fields in Plus2, shown on the 360 record and on Go Join and guest booking forms.
Resolution
Tidy the titles list
- Remove gender-specific duplicates (e.g. Dr (male), Dr (female)).
- A typical list: Dr, Mr, Mrs, Miss, Ms, Mx, Prefer not to say, Other.
Plan the user fields
- Up to about 50 user fields. Use pick-lists rather than free text so they're reportable (e.g. cancellation and freeze reasons, how did you hear about us, customer segmentation, emergency contact, photography consent).
- Reuse unused user fields (e.g. old opt-in fields) before creating new ones.
- For discounted memberships needing proof, add an eligibility field plus a review/expiry date.
Create the screen profile for 360
- The 360 record's user field tabs come from a Plus2 screen profile whose ID starts USERF.
- Go to
Configuration > Membership > Screen profiles > New. Only fields listed after Privacy policy are user fields.
Save
- Save the screen profile.
Notes
- Email salutations combine title and name.
- User fields exist on every record; they can't be limited to certain subscription types.
- Impact on 360: the GMC Additional information step shows the user fields; a different set can be shown by assigning a screen profile.
- Impact on Go: extra questions on Go Join and guest booking forms come from these Plus2 user fields, added through form profiles in Operator. See Configuring User Fields for GoJoin and GoBook Sign-Up Forms.
- Related: How to Create User Fields in Plus2; Configuring Screen Profiles for Gladstone360; Gladstone 360 User Fields and Screen Profiles.