Note: If you have multiple visitor types, you'll configure this setting per visitor type.

Adding fields

  1. Go to Visitors > Settings > Sign-in flow.
  2. Select the visitor type you wish to edit.
  3. Select Sign-in fields from the top navigation.
  4. Click “Add a new field” dropdown.
    • Phone number will create a phone number field
    • Text field will create an open-ended question.
    • Dropdown will allow you to present your visitors with preset answers.
    -- Input answers one by one or click add multiple options at once to paste in a long list of options.
  5. Click “Save fields.”

Renaming fields

  1. Go to Visitors > Settings > Sign-in flow.
  2. Select the visitor type you wish to edit.
  3. Select Sign-in fields from the top navigation.
  4. Edit the name of the field.

Setting up conditional fields

Available on our Premium & Enterprise plans

  1. You will need to add a drop-down item to your sign in flow.
  2. Once you add the options to your drop-down item you can click the ellipsis (...) next to the answer and select add drop-down or add text field.
  3. You can add an infinite number of secondary fields by continuing the steps above.

On the iPad the questions are hidden until the original question is answered.

Changing the order of fields

Drag and drop fields to change their order.

Data privacy options

Available on Premium and Enterprise only.

  1. Go to Visitors > Settings > Sign-in flow > Sign-in fields
    • Note: If you have multiple sign-in fields you will have to hit edit on the specific flow you want to add data privacy options to.
  2. Navigate down to Response options located next to "Add field"
  3. Choose whether you want to
    • Save all responses
    • Discard all responses
    • Manage by field
  4. If you choose Manage by field you will need to change each question you want to keep or discard to the proper setting.

Note: Any field set to discard will not be viewable by the admin team at all. Envoy will not store the responses.

What does this look like on the visitor log?

What does this look like in a Visitor entry?

Deleting fields

  1. Go to Visitors > Settings > Sign-in flow.
  2. Select the visitor type you wish to edit.
  3. Select Sign-in fields from the top navigation.
  4. Choose the desired field.
  5. Click the garbage can icon beside the field.

If there is no delete icon, this field has been added because a feature is enabled. Look at the field label to see the feature that requires the field.

Important notes:

  • Our Your phone number field will automatically add a country code based on the region your iPad is set to. If a visitor is from another country, they can erase the automatically added country code and type their own. 
  • Our Your email address field is also used by Returning visitors, so if that feature is turned on you will not be able to delete the email field.
  • The Full name, Your email address, and Your phone number fields cannot be renamed. 
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