Applying custom fields to inputs

This article provides instructions to setup custom fields within the campaign and to set inputs on your pages to pass data into those custom fields.

If you are wanting to add custom fields to the customer profile, start from the beginning of this article.

If you are wanting to add custom fields to the order or specific items, please start at the second step.

• Create custom field within the campaign

• Create input or select on funnel

  • Order Level Custom Fields

  • Item Level Custom Fields

• Checkbox and Radio Button

• Viewing and Editing a customer’s custom fields

• Custom Fields and the API

• Duplicating Custom Fields

---

Create custom field within the campaign

On the CRM side of your account, navigate to your campaign setup screen and edit the campaign where you want to add custom fields:

Scroll down to the bottom of the campaign sections to the Custom Fields area:

Click the “+” Button to create a new custom field for the campaign and fill out the configuration window.

For input or radio button custom fields, choose the Text data type.

Remember the Field Name you choose. This will be used win the next step and is case sensitive.

Create input or select on funnel

This does not apply to pages after the checkout page.

Next, go to funnel builder and edit the funnel and then edit the page that you want to add the custom field to.

Once inside the page editor, use the Building Blocks to drag an Input or Input Container or Select block onto the page (or duplicate an existing input and relocate to proper location)

Next, click on the newly placed input or select element and open the element's settings under the Style Manager.

In the Custom Field input, enter the exact Custom Field name that you added into the campaign on the first step. Do not select a value for Name.

Order Level Custom Fields

The Input element can be used to store custom values attached to the order instead of the customer. In the Custom Field input, enter “order_[fieldName]” (without the double-quotes, and replacing [fieldName] with your chosen name for the custom field).

Item Level Custom Fields

The Input element also supports custom values attached to an item. In the Custom Field input, enter “item_[fieldName]” (without the double-quotes, and replacing [fieldName] with your chosen name for the custom field). The item custom field is applied to the first item in the shopping cart or to the product that is submitted on a button or link. An item custom field can also be inside a product section, in which case it is applied to the section product. There may be item custom fields inside multiple product sections on one page.

Once you are complete, save the page and then publish the funnel so you can go to the live site and test the functionality.

Checkbox and Radio Button

Custom fields can also be set on checkboxes and radio buttons.

For checkboxes, set Name = custom_[fieldName]. For example, custom_AgreeToTerms. A checked box will have value 1. An unchecked box will have value 0.

For radio buttons, set Name = custom_[fieldName] on each radio button in the group. Set the proper value of the custom field on each radio. The checked radio will pass value as the custom field. On the CRM side, the custom fields must be set to “Text”. These custom text inputs will display the value assigned to the radio buttons in the in the CRM.

It is required to add “custom_” to the front of the custom field name on Checkboxes and Radios only. Do not add “custom_” on the front of the Custom Field for inputs and selects.

This also supports custom values attached to the order instead of the customer. Use custom_order_[fieldName]

Viewing and Editing a customer’s custom fields

You can edit custom fields tied to a specific customer on the main customer details page. To view the custom fields select the Custom Fields tab.

You can edit these fields by clicking the Update Button at the bottom of the tab area.

Custom Fields and the API

Custom Fields can be viewed and edited in the API as well. Please see API documentation on the following pages for more information:

• Query Customer
• Update Customer

Please follow the steps below to properly update the custom field(s):

1. Take the custom field name from custom field section of the campaign and replace all spaces with underscores

2. Prefix the field name with the string "custom_"

3. Add the resulting string to the parameter list

(EXAMPLES) *Case sensitive

"Pets Name" --> "custom_Pets_Name" "Drivers License Number" --> "custom_Drivers_License_Number" "hobbies" --> "custom_hobbies"

Duplicating Custom Fields

Once you have custom fields setup for one campaign. You may want to use them again in another. It is easy to copy all of the custom fields from a campaign using the duplicate button in the campaign setup.