What are custom fields?
Custom fields serve as a method to gather specific information from donors during the donation process, tailoring the experience to their preferences and enabling targeted contributions. This feature allows you to pose different types of questions to your audience, ensuring a personalized approach for each donor.
How do you do that?
stage 1
After creating the campaign, go to Fundraising in the side menu. In the campaign's row, click the actions button (⋮) and choose Edit. Then open the Advanced Options tab and scroll to Custom fields. Make sure the switch is on.
stage 2
Click "Add New Custom Field". In the Create custom field window, choose the field type that best fits your needs (for example, a question that lets donors select a specific project in a multi-project campaign), and type the question in Hebrew and English.
You can determine whether the question is required by choosing 'Yes' or 'No' under Required.
Please note! If marked as required, donors must answer the question to proceed with the donation.
Types of Questions You Can Ask:
✏️ Open: Allows donors to provide free-text responses.
📻 Radio: Presents radio buttons for selecting a single option from a group.
✅ Checkbox: Offers checkboxes to choose from various options (one or more selections possible).
👇 Select: Provides a drop-down list with customizable values for selecting one option from a group.
Important Highlights:
1. Up to 6 questions can be asked.
2. To ensure that the questions appear in the donation panel, verify that the Custom fields switch is on.
3. To change or remove a question, click Edit or Delete in the field's row.
Custom fields enhance your campaign's versatility, allowing you to gather data in a format that aligns with your objectives.
How will it look to donors?
You can find the donors' answers in the donations file you download from Analytics, in the Question 1-6 and Answer 1-6 columns.
Click here for the guide to downloading this file.