Manage presentation guestbook settings

A Guestbook lets you collect information about presentation viewers. Configuring company-wide guestbook settings lets you collect specific information about your presentation viewers by defining standard and custom fields. This helps you capture up to 10 custom data points per viewer, such as their department or location, to improve reporting accuracy and audience tracking.

See how it looks

custom_guest_book.png

Key features

  • Enable and customize up to 10 custom guestbook fields
  • Create drop-down lists for specific custom fields
  • Allow authors to override custom guestbook field labels
  • Update all existing presentation guestbooks globally

You need this to succeed

  • Plan: Bigtincan Authoring, Bigtincan Basic Learning, Bigtincan Basic Readiness, Bigtincan Elite, Bigtincan Essential, Bigtincan Readiness, Bigtincan Standard, or Bigtincan Standard Plus
  • Roles and permissions: Company Administrator

Do this step by step

Note: Renaming custom fields after data has already been collected will split your reporting data. Avoid renaming fields globally once they’re in active use. For example, if Custom Field 1 changes from "State" to "City" while a presentation is active, the report will have mixed data in that column.

Configure the Remember me setting

The Remember me feature allows viewers to have their Guestbook responses remembered for future visits, reducing repetitive data entry.

  1. Click your profile drop-down menu and select Administration.
  2. Click Company in the left-hand menu.
  3. Select Presentations, then click Guestbook.
  4. In the Remember me section, check or uncheck the Default setting for enable "Remember me" on Guestbook option to set the company-wide default behavior.
  5. To allow presentation authors to turn this setting on or off for their own presentations, check Allow authors to override the "Remember me" default.
  6. Click Save.

Enable and customize guestbook fields

Standard fields like First name, Last name, and Email are always available. You can also enable up to 10 additional custom fields and assign labels meaningful to your organization.

  1. Navigate to the Guestbook tab under Presentations, in the Administration settings.
  2. To allow authors to rename custom fields or adjust options per presentation, check Allow authors to override default Custom field names and options.
  3. Check the box under the Enabled column for each field you want to activate.
  4. For each enabled custom field, enter a descriptive name in the Custom label text box. Labels are limited to 30 characters.
  5. To apply your new field settings to all previously created presentations, in the Update Existing section, check Update Custom Guestbook fields in ALL existing presentations.

    Note: This will override any individual changes authors have already made to their Guestbooks.

  6. Click Save.

Create a drop-down list for a guestbook field

Drop-down lists restrict viewers to a predefined set of responses, ensuring clean, consistent data in your reports.

  1. Navigate to the Guestbook tab under Presentations, in the Administration settings.
  2. Locate the label you want to edit, then select the checkbox in the Choose from list? column.
  3. Enter the options in the text box under the List items column, separated by semicolons.
    For example, to provide a drop-down list of options for a field labeled 'Department', check Choose from list and then enter a list of departments in the List items field (Sales;Marketing;HR;Production).
  4. Click Save.

 

Was this article helpful?
0 out of 0 found this helpful