We’ve made it easy to collect additional information from your supporters at check-out.

Field Types

✏️ Text: a simple text field for collecting short answers

📝 Text box: a large text box for collecting long answers

👇 Dropdown: a dropdown selection with the ability to add custom dropdown values to select from

✅ Checkbox: a simple checkbox

📻 Radio: radio buttons for selecting a single option from a group

How to add and edit Custom Fields

  • Navigate to your desired Campaign, then click on the Tools tab.

  • Scroll down to the Custom Fields settings and click New Custom Field.

  • You can also click the Edit drop-down menu to change the language of your question or change the required parameters.

  • Alternatively, you can click the [...] icon to delete/archive a custom field.

Note: If you want to change the type of question (i.e., an empty text field to a radio button), you will need to delete the question and create a new one.

Use Cases

Here are a few examples of how you can use custom fields to increase information gathering on your donation forms, fundraising campaigns, ticketed events, and more:

  • Subscribe supporters to your email marketing

  • Offer T-shirt size selection

  • Collect questions and comments

  • Offer dinner options (Chicken, Steak, or Vegetarian)

About Custom Fields

🆒 Title & Description

Each custom field can contain a title and description. Descriptions support links and HTML.

To add a link, use: <a href="url">link text</a>

Replace url with the web address for the link, and link text with the text you'd like to appear as a link.

⚠️ Required / optional fields

Want to make your fields required? No problem, we can handle that.

✉️ Email receipts

Custom field responses will appear in email receipts to supporters and notifications you receive.

👨‍💻 Transaction panel

View custom field responses in the side panel in the Transactions tab of your Dashboard.

📩 Transactions Export

Custom fields are included in the Transactions export by following the directions here.

⚡️ Zapier

If you're using Zapier, the custom fields in a transaction will now be sent over as part of the payload.

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