The primary goal of managing prefixes and suffixes is to establish a professional, respectful, and accurate tone for all event communications and credentials. Prefixes (salutations like Mr. or Dr.) and Suffixes (abbreviated titles like Jr. or Esq.) help personalize registration forms, networking profiles, and printed name badges. This guide provides the clear actions necessary to add, edit, and organize these titles, ensuring your database remains consistent while giving registrants the appropriate options to reflect their professional and personal identity.
How to access name titles
To manage the list of available salutations and post-name titles, follow these steps to reach the correct sections:
To manage Prefixes:
Open the Setup menu.
Click on General.
Click on Prefixes.
To manage Suffixes:
Open the Setup menu.
Click on General.
Click on Suffixes.
Once you have reached either page, you can perform several management actions to maintain your lists.
Add a Prefix or Suffix
Open the Actions dropdown menu and select Add Prefix (or Add Suffix).
Populate the required fields:
Label: Enter the title you wish to add (e.g., "Dr." for a prefix or "Esq." for a suffix).
Visible to public: Check this box if you want the value to be selectable by attendees on public registration pages. Leave it unchecked if you want the option to be available only to administrators in the portal.
Click Add (or Save).
Edit a Prefix or Suffix
Find the item you wish to update and click the Edit icon located next to its name.
Update the name or change the visibility settings in the form that appears.
Click Save.
Set the display order
Setting the order allows you to control which titles appear at the top of the dropdown menus on your registration form, such as placing common titles first.
Open the Actions dropdown menu and select Set Display Order Prefix (or Suffix).
Using your mouse, hover the cursor over the name.
Click and drag the item into your preferred sequence.
Click Save.
Delete a Prefix or Suffix
Find the item you want to remove and click the Delete icon next to it.
Confirm the action in the dialog box by clicking OK.
⚠️ Important Data Consistency Note: If a prefix or suffix is currently being used by a registrant, you cannot delete it immediately. You must first access the attendee's record and replace the title with a different option. You may need to add a temporary placeholder via the Event Admin Portal to replace the one you are deleting before the system will allow its removal.
By effectively managing your prefixes and suffixes, you achieve the goal of a highly personalized and polished registration flow. These details are critical for generating accurate name badges and ensuring that automated emails address your VIPs and professionals with the correct level of formality. Regularly reviewing these lists to remove unused options or reorder them for better usability ensures your database remains high-quality and your registration process stays efficient for every participant.
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