To create a custom field, find the Custom Fields section in the main menu and click Create New Custom Field.
The “Field Title” is how it will appear in your reports, and the “Display Prompt” is how it will appear to your supporters during the transaction. You can make the field required or optional.
Next, choose the input type:
- Short Answer and Long Answer will present your supporters with a text box where they can type in a response.
- The Multiple Choice allows you to have a drop-down menu list of responses, or you can allow your supporters to select multiple answers in the form of check boxes.
- If you require a file to be uploaded, such as a permission form or a waiver, you can use the File Upload input type to collect that.
Then click “Save Custom Field”.
Once your custom fields are created, you'll be available to add them to any campaigns you like. To add them to a campaign, see here.