Using Custom Fields

When looking to capture your donors or fundraisers data through donation, signup, or lead forms, having the flexibility to use more than the default fields is important. Here we’ll explore how to add and use new custom fields to meet your data needs. Let’s explore…

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Understanding data fields

Adding new custom fields

Using custom fields in your Campaigns forms

FAQ’s

Understanding data fields

Data in Raisely is structured in categories, allowing you more flexibility to create fields. The five categories that are available for custom fields include:

Donation - data fields based on donors and donations. These fields are available within Donation forms
Person - these data fields are the primary user information found in the Raisely CRM
Profile - data fields that relate to fundraisers profiles, for when they signup to Peer to Peer campaigns
Tickets - data captured within the Ticketing form
Interactions - data fields used when recording interactions in Raisely CRM

Data fields have a range of formatting options or types available, from text to dates and more. Here is a brief description of each:

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# Field Types

Text	This is a standard text-entry field where the user can enter any information they want, usually just one- or two-word responses.
Textarea	Like the Text field though it encourages the user to give longer answers.
HTML	This is an advanced field that lets your users enter their own HTML code.
Email	A text-entry field that checks the user's submission to make sure it includes an @ symbol and .xxx suffix, and to make sure it doesn't contain any spaces.
Number	This is an integer-entry field that lets the user enter numbers, periods, and the letter e.
Phone Number	This is an integer-entry field that lets the user select their country and enter their phone number.
Date	This is an integer-entry field that lets the user enter a date numerically or select a date from a calendar. Dates are formatted DD/MM/YYYY by default.
Checkbox	This field asks the user a yes/no question and returns a value of true (if the user ticked the box) or false (if the user left the box unticked) in your reports.
Select Items	This dropdown field lets users choose one of several options.
Country Select	This dropdown field lets the user select one of 300+ countries.
Currency Select	This dropdown field lets the user select one of 130+ currencies.
Currency	This is an integer-entry field that lets the user enter numbers, periods, and the letter e, and it is prefixed with the currency symbol of the organisation-selected currency.
File Upload	This field asks the user to upload a file.
Image Upload	Image file upload with accepted file types including BMP, JPG, PNG, and TIFF, and the file must be 20MB or smaller.
Exercise Goal	Numeric exercise goal field.
Address Lookup	This dynamic field uses Google to search for a user's address as they type.
Heading	This static field helps visually segment your form and keeps it looking clean.
Description	This static, multi-purpose field is used to provide additional information for form guidance.

See FAQs below for details on specific uses.

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Data within Raisely can also be captured in the background, using Hidden Fields. These enable you to input data into a form in which the user will not see. These are particularly useful if inserting data stored in the URL query string (see Personalisation guide for more details).

All fields have the option of being Private or Public. This security measure enables fields to only be accessed by admins or the user. Private fields will have their values masked to enable greater online security. By default, fields are private.

For more information on how Raisely’s data is structured, check out the Understanding Your Data guide.

Adding new custom fields

Custom fields are global, entered in through your Organisation settings. This enables all your custom fields to then be used across any campaign when needed. To note, it is a good idea to have a clear picture of the data you wish to capture for all your campaigns before you start adding custom fields. Managing your data in a structured way will have great benefits for donor and fundraiser engagement.

To add a new custom field:

From the sidebar select Organisation > Custom Fields
Using the Tabs, select the data category you wish to place the field, then scroll down to select Add New
Enter your Fields Name, which is the label presented on your form
The Field ID is then generated based on the Name. It is a good idea to have a simple naming convention you use for your Field IDs so that your data is clean and easy to manage and use.

Field IDs are an unseparated value, and you can use - or _ to separate words.

Example: If your donation custom field name is Opt In for Marketing then you could rename your Field ID to donation_optIn.
Select your Field Type from the dropdown
You can Disable your custom field at any time if needed
You can change your security setting at any stage if needed
Use default value if this field has a common value used across all campaigns. Otherwise leave blank. You can add default values within specific campaigns.
Add a placeholder if this guidance is needed for the field
Add info text is this guidance is needed for the field
Finally, if the field needs custom validation, you can use Regex to validate the form fields entry. This can be a helpful step to reduce spam. Check out regexr.com to learn more on regex code.
Select Save to finish.

Your field is now available across all your campaigns to use.

Using custom fields in your campaigns forms

To use your custom fields, they need to be added into your Donation, Signup, Tickets or Lead Form settings.

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# Adding a custom field into your campaigns Donation and Signup form

1: Within your campaign, from the sidebar select Settings > Donation Form OR Signup Form
2: If using the Donation Form, select Fields in the tabs
3: Select Add New (either for Visible/Hidden) then click the Field dropdown to present your field options. Here you will find the relevant custom fields you have created.

Note: the Donation Form will only provide you options for custom fields created in the Donation category. The Signup Form will provide you with both the Personal Information (i.e. Person) or Profile categories.
4: If field is required changes switcher to Yes
5: You have the option to change the field label, placeholder, default value, and help text if needed for this specific form. This will override your custom fields global settings just for this campaigns form.
6: You can then add field conditions if you wish to control when the field is shown. This is a helpful step to simplify the user experience
7: Select Save to finish

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# Adding a custom field into your campaigns Ticket form

1: Within your campaign, from the sidebar select Tickets > Setup Tickets then select the Attendee Fields tab
2: Select Add New and repeat the same steps as above (from Step 3) to add and customise custom field

Note: Ticketing uses the same Person fields as the Signup Form. To adjust these for Ticketing, simply update the fields within the Signup Form found in your campaign Settings from the sidebar.

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# Adding a custom field into your Campaigns Lead form

If using the Lead form block within the page builder, you can add new fields within the blocks settings. Since the lead form captures user data, the form uses the same fields as in the Signup Form. Therefore custom fields within the Person category can be used.

To add new fields into Lead form:

1: Within your Campaigns Pages, Add the Lead Form block to your page and then select the Settings icon
2: The Lead Form defaults with basic information, so to change select Add Field within settings.
3: Continue to add all the fields needed for your Lead form, making sure they are in the right order as you are unable to swap and shift fields.

Note: if Lead Form doesn’t load, simply save your changes and refresh the browser.

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FAQ’s

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# What HTML tags are available?

Due to security reasons, the following tags are usable in the HTML field type: 'div', 'p', 'img', 'pre', 'br', 'hr', 'b', 'i', 'em', 'strong', 'a', 'code', 'h1', 'h2', 'h3', 'h4', 'h5', 'h6', 'ul', 'ol', 'li', 'font', 'center', 'style', 'table', 'thead', 'tbody', 'tr', 'td'

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# How can I setup an Agree field, for Terms & Condition or Marketing Opt-In

The checkbox field type is commonly used to ask users to agree to an organisation's terms & conditions, or to ask users for permission to send them newsletters. Note: if this field is marked as Required, the user will be unable to progress in the form unless the box is ticked. This is useful for requiring agreement to T&Cs, for example.

If you want the checkbox to be ticked by default, enter true as the default value, otherwise leave as blank.

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# For the Select Field Type, what is the value & label?

Like the Field ID, the value is the information that will be shown on your reports and used to create conditions in your messages and form fields. This is an internal field that will only be seen by your organisation, and it's common to make this an abbreviated form of the public-facing label.

The label is the name of the option that your users will see. It's best to make this relatively short to prevent the dropdown options from looking awkwardly big.

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# Can I mix currencies in the Currency Field Type?

It is not possible to mix currencies here. Changing the currency on either the amount minimum or amount maximum fields will always change both fields.

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# How can I apply specific validation conditions to fields, such as character length or limit to specific formats?

Each Custom Field allows the option to apply a custom validation using regex expressions. With Custom Fields settings, simply expand the field you are editing and enter regex statement in custom validation.

For example, if you needed a text field to have a limit between 4-60 characters, you could use the following regex expression to apply this validation - ^[a-zA-Z0-9 ]{4,80}$ To learn more on how to create regex expressions you can use for your Custom Fields, search Google for Regex Generator tools. Do note, Raisely cannot provide support for regex expressions created.

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