How do I create custom fields?

You can collect up to 25 custom fields of information in addition to the standard name and email address. These fields can be for collecting whatever information you want on your subscribers. You can either add these custom fields manually through the control panel, or they can be added through our sign up form generator. When custom fields are added through the sign up form generator you can collect the custom data through drop down menus, radio buttons, check boxes, and larger text areas if you so desire.

Adding a field through the control panel

  1. Hover over the List Options tab and click on Custom Fields.

    Choose Custom Fields from the List Options menu

  2. You will then be taken to the Custom Fields page where you can name the custom field that you would like to add.

    Name your custom field

    Note: You can only have one field with the word "name" in it because of how information is stored in our database. So for example if you want to capture a subscribers last name separate from our standard name field, you will want to just enter that as "last" as opposed to "last name."

  3. If you would like the subscriber to have the ability to update this custom field on their own from the unsubscribe page you will want to check off the box under "Subscriber Update."

    Click the check box under Subscriber Update

  4. Once you are ready to add the custom field click "Add" button.

    Click Add to add the field

  5. Finally click the "Save" button to save your new field.

    Click Save to save the field

Adding a field through the sign up form generator

  1. First, click the Sign Up Forms tab in your control panel.

    select sign up forms

  2. Next, either open your existing form by clicking on its name on the left, or click the "Create A Sign Up Form" button to build a new form.

    Create a Sign Up Form

  3. To create the new field, click the "Create a New Custom Field" button under the "Add Fields" area to the left of the sign up form editor.

    Click Create a New Custom Field button to add a field

    If you are inserting a custom field that you already added through the control panel you would just click on the custom field area and skip step 4.

    Click on the name of the field you already created to add it

  4. Give the field a name (keep in mind, you are the only one who will see this, so "Phone Number" makes a better name than "What is the best number at which to reach you?"), and click the "Next" button.

    Name your field

  5. After naming the field, the popup will allow you to change how the field appears to visitors to your site. You can edit the label for the field here - notice how the name of the field remains the same (at the top, next to the pencil), but the label is what is actually displayed on the form.

    Change the label of the field

  6. Finally, choose the type of field you'd like this to be:

    • Text Input

      "Text Input" will create a normal text field, exactly like the name and email fields.
       
    • Radio - Single Choice

      "Radio - Single Choice" is the counterpart to the drop-down menu, producing a radio button display from which subscribers can choose one of several options.
       
    • Select Box - Multiple Choice

      "Select Box - Multiple Choice" will create a drop-down menu which you can populate with a list of choices that visitors to your site can select.
       
    • Check Box

      "Check Box" will produce a check box next to the label of the field. If you plan to have a "Check all that apply" setup, you will need to create a new field for each check box.
       
    • Text Area

      "Text Area" creates an open space for text. This field is best used with more open ended questions which might require a full sentence as an answer.
       
    • Date

      "Date" will create between one and three select box style drop down menus for day, month, and year, allowing a date to be easily collected!

  7. If you chose the "Radio - Single Choice" or "Select Box - Multiple Choice" input types, you will need to create the choices that you would like people to be able to make. You can either create your own list of choices by entering them one at a time and hitting the green plus button to the right of the entry to add it, or you can use an already-defined list from the drop down labeled pre-made choices. You can also add tags to these choices.

    Add the choices for Select Box and Radio fields

  8. Once you are done creating new fields, you are ready to save your changes. Just click the Save Your Form button, and your work will be saved.
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