You can create custom fields to collect additional information from people: guests, buyers or donors. Custom fields are not available for items.
Fields are organized within groups. This allows you to collect multiple data points (fields) pertaining to a single topic (group):
eg: Student 1 (field group)
- Name (field)
- Grade/Teacher (field)
- Birthdate (field)
There are also preprogrammed fields for two commonly used custom fields: meal choice and seating preferences.
First, Create a Field Group:
Go to: Admin > Site Settings > Customize Your Site > Custom Fields > Add a New Field Group
Note: Custom Groups/Fields will display on all forms used for Guests/Buyers/Donors, as selected . It is not possible, for instance, to display a custom Buyer field on the donate now form, but not the ticket sales form.
Second, Create One or More Fields to Collect the Desired Data:
After creating a Field Group, you can add as many custom fields within the group as needed. For each field, you'll specify:
- A field name
- The type of field (text box, dropdown menu, checkbox, plain text)
- Whether the field is optional or required
- Whether to hide the field name on forms
- Whether to display the field data collected on your receipt
You can always view the custom data collected en masse by using the Customize button on the relevant datapage to add the Custom field(s) as columns on your screen.