We’ve made it easy to collect additional information from your supporters at check-out.
✏️ 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.
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.
If you're using Zapier, the custom fields in a transaction will now be sent over as part of the payload.