FAQ: How do I add a custom field to a form?

There are three types of custom fields you may add to your form:

• Text Box: You ask a question and the donor supplies a response/answer.
• Drop-down: A drop-down list allows the donor to make a selection from a list of options. The donor may choose only one option from a list.
• Checkbox: A checkbox allows your donor to opt-in or opt-out of something, such as receiving a newsletter.

You may add up to three of each type of custom field to your form.

Custom fields will appear between the Amount section and the Comments Field on the form.

Custom fields can be required (toggle to YES) or optional (toggle to NO).

To add one or more custom fields to a form:

1. Go to Fundraising Forms and click the green edit button for the form you wish to modify.
2. In the menu bar on the left, select Custom Fields.
3. Click the add button for the desired field type.
4. Add your field label.
   • An example of a field label for a text box is "In a few short words tell us how you...".
   • An example of a drop-down label is "Select a fund or program".
   • An example of a checkbox label is "Would you like to receive regular updates?", or "Yes, sign me up for your newsletter".
5. For the drop-down menu and the checkbox you will need to supply values.

   • The drop-down values are the items from which your donor may select. 

     Values should be separated by a comma

   • The value on a checkbox is what you will see in your report if the donor opts-in (checks the box). Your donor will only see the Checkbox Label - not the field value.