There are two types of custom fields, and each type has its own tab:
- Supporter Custom Fields - Used for non-standard supporter data such as favorite color, parent (this could be a yes/no field), How did you hear about us? (this could be a drop down of options/"Single Choice" field), etc. Supporter custom fields can be synced with Salsa CRM.
- Activity Custom Fields - Used for particular data points around a specific activity, such as a dinner option "Single Choice" field associated with a particular event, food restriction, or accessibility need. They are transactional. Activity custom fields and activity data are not synced with Salsa CRM. When you create an Activity custom field, you will be prompted to select to which Engage Activity the field will pertain.
The process for creating custom fields is largely the same for Support and Activity custom fields.
Choose Your Custom Field
Sometimes you’ll need to create fields to gather information that isn’t included in our standard supporter fields. To create your own custom field...
- Click the Supporter Custom Fields or Activity Custom Fields tab (depending on which type of custom field you want to create).
- Click the +Create a Supporter Custom Field or +Create an Activity Custom Field button to get started. A pop-up which will guide you through creating the custom field. Those steps are outlined below.
Select Field Type
The first step is to select what type of custom field you want; text, number, or yes/no. After selecting the type, you’ll be able to edit the name and description.
The field types are as follows:
- Text Box
- Single Choice
Name & Description
The second step is to give the custom field a name and short description.
The name will display in both the supporter record and on any forms where the custom field is used (so your end users will see the field name).
The description will display in the supporter record only (so your end users will never see this).
The third step will vary by the type of field you selected.
Text Box Field Settings - If you select text box as your field type, you'll need to configure:
- Field size - One or multiple lines
- Character limit - The number of characters users can type in the field (including spaces and punctuation)
- Character type - Choose whether users can enter only letters, only letters and numbers, or any character type when filling out this field
Number Field Settings - The only thing you'll configure for the field settings of a number field is the those text users will see. Configure ghost text here:
Users will see this:
Yes/No Field Settings - The yes/no field type can be used for any field in which a binary response is expected (both yes/no OR true/false). You can configure the look and feel of your yes/no field type as shown below.
Date/Time Field Settings - If you are adding a date/time custom field, you'll be able to configure all of the following field settings:
- Date vs. Date/Time: Whether or not time is included in the information you're collecting from supporters
- Date Range: Minimum and Maximum date validation
Single Choice Field Settings - If you're creating a Single Choice custom field type, you'll enjoy the following simple features:
- Element types: Select whether users will use radio buttons or a dropdown list to indicate their response
- Add answer choices by simply typing the option and clicking the Add button
- Drag and drop the answer choices/options to reorder them
- Set a default option which will be pre-selected when users see the field on a form
Adding Custom Fields to a Page or Widget
Once you’ve created your custom fields, you’ll probably want to add them to different pages so you can collect the information from your supporters. You should be able to do so by clicking ‘edit’ in whatever page widget you are working on. You’ll get a pop-up that asks what supporter fields you want added to the page. Your custom fields will be listed within the box and you can drag and drop the field(s) you want to the next column:
Click next, then complete the final confirmation step. Once you do so, you can verify that your custom field now shows up on the page or widget.
Organizing Your Custom Fields
If you know you are going to implement lots of custom fields, it might be a good idea to break them into categories to help keep them organized. Simply click the “+” tab to create a new tab for custom fields.
Double-click on the new tab to rename it. For this example, we’ll use “Donation Page Custom Fields” so that we know the fields on that tab belong mostly to donation pages.
If you want to delete one of your tabs, just navigate to that tab and then click the X. You won't delete the custom fields which are in the tab - just the tab.
Currently you can only create two tabs for your custom fields, but future versions may allow for more.