Custom Fields in your Signup Form

Modified on Mon, 18 Mar 2024 at 03:28 PM

To create a form that resembles a survey, consider creating a signup form that includes Custom Fields.

Before you get started

Make sure you have access to the Messaging Menu and Signup forms.
Please note that custom fields are not available on RSVP pages

How to add Custom Fields in your signup form

Create a Signup form, or click Edit Signup form to open a current form
Go to Step 2: Form Fields
Scroll down and click Add Custom Field
Enter the Field Name and Field Type

Scroll to "Dropdown options" and apply tags to each option. These tags will automatically be applied to contacts who select this option.
Click Save
*For best practice to enable segmentation, we recommend applying tags to each of those custom fields*

How to remove a Custom Field in your signup form

Click Edit Signup form to open your current form
Go to Step 2: Form Fields
Scroll down to the Custom Field

Switch the Toggle to OFF to remove it from your signup form page

How to add existing custom fields to your Signup form

Click Create a Signup form
On the second page, scroll to +Add custom field

You can select your existing custom field(s)
Click Save

Populating Custom Fields

Via a Signup Form: As a contact completes this, their responses will be populated accordingly.

**Please Note: There will be a small delay between the import completion and the custom fields being visible. This is expected and should not be cause for alarm.