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Smart Field Overview

Learn more about Smart Fields in the Form feature.

Kendra Rader avatar
Written by Kendra Rader
Updated this week

A Smart Field is a question type in forms that will assign the entered info to a contact's details.

When the contact completes the form, their contact details will automatically be updated in their contact profile.

The Smart Field will also overwrite the existing contact details, or add them if they do not exist.

You can also use Custom Fields as Smart Fields in a form.

For more information, Click on a topic below!

How can I tell if I'm using Smart Fields?

When you look at your form, some questions will have a grey icon, and others will have a little blue icon. The image below shows one question with a Smart Field, and one without.

Note: If a user has a primary and a secondary email entered for a client, and the client responds to the form with their secondary email, the secondary email will then become the primary email in their Contact profile.

Note: If a user has a primary and a secondary email entered for a client, and the client responds to the form with their secondary email, the secondary email will then become the primary email in their Contact profile.

Smart Fields when Making a Form

When editing a question, you can change the Question Type by clicking on the box to the left of check mark.

A drop down menu will appear, allowing you to select the Smart Field option.

From there you can specify the Smart Field you'd like to use.

Questions? Chat us in the live chat within your account or send us an email at Support@Travefy.com

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