Custom signup fields can be used to gather all sorts of information from your event attendees!
Use this feature to gather critical information during the signup process. Get answers to questions like "Do you need lodging?", "Do you have food restrictions?", "What is your member number?" or "Do you have any accessibility needs?".
Custom signup fields will always display in the signup column under Phone Number and Zip Code. Read on to learn how to configure these fields for your events!
Custom signup fields will allow your organization to collect key pieces of additional information from supporters, members, and volunteers on event signup pages.
Each organization will have its own library of custom fields, which admins of the organization can manage and add to. Event creators will be able to choose up to two fields from the library to add to each event.
Step One: Managing custom signup fields
As an admin, you can manage and add custom signup fields to your organization’s library. To get started, navigate to the "Custom signup fields" tab in your dashboard.
Step Two: Create a new custom signup field
To create a new custom signup field, click "Create new field."
For each field you want to create, you will need to fill in the following details:
- Field name – This is the internal name of the field that will be used in CSV exports and displayed in the dashboard. It can contain letters, numbers, spaces, and symbols but must be unique within your dashboard and cannot be changed later.
- Field type – How the field should be displayed on signup forms. Current options are either a checkbox or a text input. The checkbox type is best for questions where the answers are yes/no or true/false, e.g. “I need a ride to this event” or “Are you interested in volunteering?” The text input type is best for collecting a freeform text response, e.g. “Do you need any accessibility accommodations?” or “What is your favorite bird?”
- Field label – This is how the custom field will display on signup pages. This can be changed as often as needed, but should be kept clear and concise.
Click "Add to library" when you’re done to add the new field to your organization’s field library.
Removing custom signup fields from the library
After creating custom signup fields, they will be visible in the Custom signup fields section of the dashboard (admins only):
You can remove a custom signup field by clicking the "Remove" button on any custom field. This will disable that field as an available option for other admins and organizers creating events, and remove the field from any previously-created events.
Step Three: Using custom signup fields on events
Once custom signup fields have been added to the Field library, admins and organizers will be able to add additional fields when creating and editing events:
Mobilize signup forms already collect essential contact information and are optimized for conversion, so you will be able to collect up to two additional pieces of information for each event. These fields will not be required.
Custom Fields will always appear on the signup page under Phone number and Zip.
Removing a custom field from an event
Custom fields can be removed from an event at any time, even if data has been collected. Any data previously collected will still be available in the CSV exports.
Step Four: Accessing data collected through custom fields
Data captured through custom fields can be downloaded via the Signups CSV export. Each custom field will appear as a separate column in the CSV export.
Information collected through custom fields will also be visible for each signup on the timeslot details page:
Why aren’t my custom fields appearing?
Custom fields will not appear on partner events that you promote on your feed. Custom fields will, however, appear on your events when they are promoted by partners.