You can create an Intake to collect additional information from your learners (e.g., company, contract start date, preferred language etc.). This article provides instructions for building an intake, creating custom registration fields, and some extra remarks, tips and tricks.
How to create an Intake in the Content Builder 📚
Step 1. Go to your Content Builder; make sure you're in the root folder. This is usually the folder named platformname.content.qollap.com
Step 2. Go to a Pages folder, or add one if it does not exist yet.
Step 3. Click Add child page and select the Intake.
Step 4. Fill in the fields.
Fields in an Intake template
Intro
Content ID* = A unique identifier for the Intake. Only shown in the content builder.
Intake header text (text only) = A heading shown in the frontend.
Intake steps*
Each step will be shown on a separate page.
Step header (text only) = A heading for the step shown to the learners.
Step text (rich text) = A body text supporting bulleted or numbered lists, hyperlinks, bold and italic texts.
Step required box* = Check this box to make this step required for learners. If you leave this box unchecked, learners will be able to skip the step.
Step field = You can get input from learners in the following formats:
Image
Text
Date
Select
Each format requires to be mapped in a field in the user account. For example, you can ask the user to upload a profile picture. This image should be mapped to the "profile image". Note: The fields you select from this list are used only for data collection purposes and are not shown on the user profile. If you want these fields to be visible in the user profile and on exports, you should add these fields as custom profile fields.
Intake footer text (rich text) = A body text that supports bulleted or numbered lists, hyperlinks, bold and italic texts.
Intake button text* = The text you want to appear on the button (e.g., "next").
Is your intake all done? Save it and push it to the learning platform.
Note that once you push an Intake to the learning platform, it will automatically be published and shown to your users.
Good to know 👀
If a user can access one or more Intros, the Intake will be shown right after the Intro(s). If a user cannot access an Intro, the Intake will be shown directly upon first log-in (or when an intake is added to the platform).
Users cannot submit intakes without filling in all required fields.
A user can skip an Intake if it has no required fields.
After submitting an Intake, the Intake page is no longer accessible from anywhere, and if the user tries to go to /#/intake, they will be redirected to the stream.
If a user has access to multiple Intakes, the user will be shown the first Intake and can click next (volgende) to see the next one. All data will be submitted at once at the end of both intakes and will no longer be shown to the user. If there are multiple Intakes, these cannot be skipped, but non-required fields can be left empty.
When you build multiple intakes, push them to the platform in the same order you want to present to leaners.
It is possible to create custom fields in the Intake. These are called custom fields and are shown under the standard profile fields in the user profile.
Creating custom registration fields
Custom profile fields should first be added in the platform.
TinQwise Control > Settings > Custom fields
You can click "add" to create a new profile field.
Name: an underscore should separate the name of the custom fields, like "cost_center_id".
Type: select what kind of field you want to have, like text or a date.
Checkmark active and save.
Add the same field in the "Map to new field" in the content builder.
