About sign-in fields
A key part of any visitor management system is the ability to capture visitor information like name, contact details and desired custom information. With Envoy Visitors, you’ll customize the information you collect from visitors by editing your sign-in fields.
How sign-in fields work
As an Envoy administrator, you will determine which fields to present to your visitors. When the visitor signs in, they’ll type their responses into the fields directly on the iPad instead of writing them in a paper logbook. When the sign-in is complete, their responses become part of their visitor entry.
If you’re using pre-registration, the sign-in fields appear on the pre-registration form. When you create an invite, you have the option to fill in any/all of the fields to speed up sign-in for the visitor. You’re also welcome to leave any custom fields blank and let the visitor fill them in when they sign in.
Optionally, you can also choose to automatically display the responses a visitor provides in the sign-in fields within their signed NDA and print them on their badge.
Benefits of sign-in fields
- Capturing visitor details helps you create an accurate picture of who’s in the building.
- Sign-in details appear on your dashboard and in visitor data exports, so it’s easy to capture required information for audit and compliance purposes.
- If you have multiple visitor types, you can configure different sign-in fields based on purpose of visit.
Types of sign-in fields
Within Envoy Visitors, it’s important to know that there are a few different types of sign-in fields.
“Your full name” field
The is a system field that’s built into Envoy Visitors. It’s used to collect the visitor’s name. It does require full name (i.e., the name must contain a space to designate first & last name have been provided).
Information provided in this field is used to determine if the visitor has been invited or visited previously. Plus, the visitor’s name appears on the dashboard, in the NDA, on badges and more. For these reasons, the “Your full name” field is always required. At this time, the name of this field will always appear as “Your full name” and cannot be edited.
“Your email address” & “Your phone number” fields
These are also system fields. They’re used to collect contact details. The information provided in these fields uniquely identifies each visitor (i.e., you may have two visitors named John Smith, but they would have different email addresses and phone numbers.)
Based on the information provided in these fields, Envoy will “know” if a visitor is recurring visitor and has signed in at your location before. If so, their sign-in fields may automatically populate, and they may be able to skip the NDA and/or photo steps. At this time, the names of these fields will always appear as “Your email address” and “Your phone number,” and cannot be edited.
The “Your email address” field gets added automatically when the “Been here before?” feature is enabled. If you do not wish to collect any visitor contact information, disable “Been here before?” then delete the email address and phone number fields.
If you remove both the email address and phone number fields, Envoy will “see” each visitor as a new visitor. If email address and/or phone number are not collected, Envoy cannot “recognize” them, and therefore their sign-in fields will not automatically populate, and they be required to sign the NDA and take photo every time. »
This system field is linked to your directory. When a visitor begins to type in this field, Envoy will search your directory for matching names. The visitor must type three letters to trigger the search. By default, this field is named “Host,” but you can rename it. For example, you may prefer to name this field “Who are you here to see?”.
The host field is most often used with Envoy’s host notifications feature. In fact, when host notifications are enabled, this field is added to your sign-in fields automatically.
When using host notifications, the visitor will select their host, complete sign-in, and the notification will be sent automatically. But if you prefer to collect host information without sending host notifications, you can.
Custom fields include text fields (which are open ended) and dropdown fields (fields in which you provide pre-set responses). These are fully customizable. Here are some examples of popular custom fields:
- Company name
- Zip codes or address for compliance or attribution purposes
- License plate for parking validation
- Ask visitor to opt in to your newsletter
We recommend keeping your sign-in fields to five or fewer if possible. Envoy does allow more, but quick and easy sign-in usually results in a better visitor experience.