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Add a custom field to a form

Abstract

How to add a custom fields in a subscription form.

By default, to sign up for an email list, subscribers must fill out Email, Name, and Mobile fields. Sometimes, you might want to add fields to receive more information about your subscribers. For example, to use the recipient's date of birth in your email marketing.

You can create custom fields on a mailing list as personalization tags inside your email campaigns and as criteria by which you can segment your email list. This means you can easily combine the data about the reaction your subscribers have to your newsletters (for example, opens, link clicks) with the data you collect from custom fields, such as subscribers' age and location.

To add a custom field:

  1. In the editing area, click the form item to display the Form settings in the right pane.

  2. Click Edit custom fields and then click click Create Custom Field.

  3. In the Custom Field Settings dialog, fill out the following fields:

    • Name - enter the name of your custom field.

    • Data type - from the drop-down list, select one of the following:

      • Text - your custom field is a text. This data type can be very useful when you want to place your subscriber's first name, surname, location, and so on inside your email marketing campaign.

      • Date - your custom field is a date. For example, the date of a subscription, an anniversary, a subscriber's birthday.

      • Number - your custom field is a numeric value. For example, when you want to count the number of times a subscriber clicked a link or the number of times your customers have purchased a product from your site.

      • Single Select Dropdown - your custom field if you are asking your subscribers to choose one option from a drop-down list.

      • Checkbox - a custom field that requires subscribers to select Yes or No.

    • Required - select this check box to specify that the custom field is obligatory.

    • Hidden - select this check box to specify that the custom field is not visible in the form and only appears when recipients update their profile.

  4. Click Create.

  5. In the Custom Field Settings dialog, the new custom field is added to the other default custom fields. To edit the custom field, locate the custom field you want to edit and do the following:

    • Label - edit the name of your custom field.

    • Placeholder - enter an optional text for the custom field.

    • Prefill value - enter a default value of the custom field, if the subscriber leaves this field empty. If you have added a fallback value in your subject line or within your email campaign, that one is used instead.

    • To edit additional settings, toggle the switches to make it a Required field, a Hidden Field, or a Read-only field.

  6. Click Close to go back to your form.