Custom Field Menu: Organisation-Level
When you click the Add New button under Organisation > Custom Fields > Your Category, the following menu will appear:
This is the internal name of the field. Choose a short name that will make this field easily identifiable, and try not to make it campaign-specific if it will be reused across multiple campaigns.
Note: don't worry about making the name understandable for your supporters-- you'll set the public name later. Choose something that's easy for you and your team to remember.
2. Field ID
This is the internal ID of the field. This ID is what stores your information, and it's what you use to pull in information using merge fields. The ID must be 32 characters or less in length - shorter is better - and it cannot be changed after the field is created.
This is where you decide what kind of field you want to create. Do you want a checkbox for users to tick when they've read your terms & conditions or a dropdown where they can choose their event time? Click into each option to learn more:
- Phone Number
- Select Items
- Country Select
- Currency Select
- File Upload
- Address Lookup
Do you want this field to be available for your campaigns to add to their forms? If yes, leave the toggle switched to YES. If you don't want your campaigns to use this field (if you're retiring the field, for example, but still want to be able to pull reports using the information it gathered), switch the toggle NO.
Do you want to require this field on all of your campaigns? If so, switch the toggle to YES. If not, leave the toggle switched to NO.
Note: this only requires campaigns to have the field on their forms. To also require users to give this information, toggle the Required switch to YES when you add the field to your campaign.
Should the information you're asking your users to give be available to anyone who's interested, or should it be kept private? A fun run participant's event time is probably okay to make public, but their emergency contact's phone number should be kept private.
All custom fields in Raisely are private by default (toggle switched to ON) to prevent accidental data leaks, but your users' information is yours to control. Consult your organisation's data handling policy to determine the privacy setting that's right for you.
7. Default Value
This optional field lets you give your users a default answer to your question. This is commonly used in the "Why are you fundraising?" description field on the signup form so users' profiles don't look empty if the user decides not to personalise their profile at time of registration or to pre-check a "Send me your newsletter" checkbox on the donation form.
Setting the Default Value to
true will make this checkbox opt-out by default:
This is background text used to give your users an example of the information you want to receive. Unlike default values, placeholder text does not count as content-- if the field isn't required and a user submits the form without entering their own information, the field will be blank in your reports. If the field is required, the user won't be able to submit the form until their information is added.
Setting the placeholder text of an address to "123 Main St." will make your example address appear in a lighter colour on your form and suggest to the user that they enter their street address:
9. Help Text
This is the small text that appears under a field to help explain its purpose. While useful, we recommend using help text only when necessary to keep your form looking clean and easy-to-read.
10. Custom Validation
This advanced validation field lets you check the user's information against your own regex before it's submitted. It should only be used by those with intermediate to advanced regex knowledge.
Add the Field to Your Campaign(s)
Once you're satisfied with your settings, press the purple Save button to finalise your changes. After successfully saving, enter the campaign you want to add the field to and add the new field to your form.
Have questions? Contact us!