Using Custom Fields in Your Portal

The custom fields feature in our admin system allows you to track specific data points for your company or clients. This article will guide you through the process of setting up a key field and custom fields for your portal. By utilizing custom fields and key fields, you can effectively track and manage important data within your admin portal.

Accessing the Custom Fields Tool

To access the custom fields tool, follow these steps:

• Go to the Settings section of the admin website.
• Enter the "Portal Management" module.
• Select the portal for which you want to set custom fields.
• Click on the "Fields" option in the SETTINGS menu on the left.

Managing Member Profile Settings

At the top of the custom fields page, you will find member profile settings. These settings apply to members who are in the process of registering or have completed the registration process.

1. Registration in Progress: When toggled on, changes or updates made to a member's account prior to the member completing the registration process will be logged and saved.
2. Registration Completed: When toggled on, changes or updates made to a member's account after completing the registration will be logged and saved.

Custom Key Field Label

The custom key field serves as a unique identifier for each member. This field is particularly relevant for portals using SSO or User Eligibility as authentication types but can be used for portals using any authentication type. For example, some companies have employee IDs, all of which are different for every member. In this case, the key field label might be “Employee ID,” which tells Engagement Rx’s system what the key field label is; the data given for each member in the “Employee ID” field is then used to map each individual between your company and Engagement Rx.

To set this field, simply enter a label for the custom key field (e.g., "Employee ID") that reflects how your company identifies its members. This label informs the Engagement Rx system about the key field used to map each individual between your company and Engagement Rx.

Setting Custom Fields

Custom fields allow you to track specific data points for your portal, regardless of the authentication type. Here's how you can set up custom fields:

1. Enter the label for the custom field.
2. Choose the appropriate question type. For example, if you have three physician options, use the dropdown question type which will present the prefilled options to the member to choose from.
3. Add the answers (options, or distractors) relevant to the custom field.
4. Toggle on the field if you want it to appear in the admin site, allowing it to be included in flows and viewed in member profiles.