Use Custom Fields
The default fields on Raisely's signup and donation forms gather standard user information, but what if you need to ask your supporters for more info-- an address to help you report Gift Aid earnings or a phone number, for example? You can do this using custom fields. Once a custom field has been created, it can then be used on every campaign in your organisation.
Note: to pull information gathered by custom fields into a report, you'll need to create a custom report.
Determine Your Field's Category
Custom fields store information in four main categories, so the first step is to figure out where the information should be stored:
- Donation: information about a donor or donation. This is gathered on the donation form.
Example: donation amount
- User: information about the user interacting with your organisation. This is gathered in the User section of your signup form and is generally private.
Example: user's phone number
- Profile: information about a user's profile. This is gathered in the Profile section of the signup form and is generally public.
Example: profile fundraising goal
- Interaction: information about how the user has interacted with your organisation. This is generally private information to be used internally by your organisation, and it's manually added to user profiles in your organisation's People tab.
Example: user has signed X petition and attended Y meetup
Note: not all field categories are relevant for every campaign. Form and Appeal campaigns don't support profile creation or use signup forms, so custom profile and user fields shouldn't be added. A donation field makes the most sense here.
Create Your Field
Once you've decided on the right category, go to Organisation > Custom Fields > Your Category, then click the Add New button to start creating your field:
📰Read our Create a Custom Field article to learn how to configure the field to match your needs and comply with your organisation's data handling policy.
Add the Field to Your Campaign(s)
Once a field has been created and is active, it can be used on all campaigns within an organisation. To add it, enter the desired campaign and click the Settings tab. If you created a donation field, go to Donation Form > Fields > Add New:
If you created a user or profile field, go to Signup Form > User/Profile Fields > Add New:
If you read the Create a Custom Field article, you will see a familiar menu appear (with just a couple differences):
This menu lets you refine your new field to make it campaign-specific. Read on to learn how to configure the fields to match your needs.
This dropdown menu lists all fields that can be added to this form. Scroll through the list and find your newly-created field:
To require the user to enter their information, switch the Required toggle to YES. If Required is switched to NO, the user will be able to submit the form without entering data.
This setting determines whether the field is visible on your form. The field default is visible: the field will show on the form. Select Hidden from the dropdown menu if you would rather hide it from your users (useful for tracking UTM codes without distracting users, for example).
This is the public name of the field that your users will see. Choose a name that tells your users what you want without being too wordy.
5. Default Value
This is an optional field. If you didn't set a default value when you created your field, or if you want to change the organisation-set default value for this campaign, you can set one here. Reference your field's type for recommended default values.
6. Help Text
This is an optional field. If you didn't set help text when you created your field, or if you want to change the organisation-set help text for this campaign, you can set it here if necessary. While useful, we recommend using help text only when necessary to keep your form looking clean and easy-to-read.
7. Add Conditions
This is an advanced, optional field that allows you to show or hide your field based on whether set conditions are met or not. Most organisations will not need to add conditions to their fields. If you're interested in adding conditions to your field, first read our article on setting field conditions.
Once you're satisfied with your settings, press the purple Save button to finalise your changes. Congratulations! You've successfully created your own field, and you're ready to collect new information 🙌
Where can you find the information collected in custom fields? In custom reports! Read our article on creating a custom report for more information.
Have questions? Contact us!