Skip to content
English
Submit a Support Request
  • There are no suggestions because the search field is empty.

Utilizing Custom Fields

Collect additional donor information to support reporting, events, and integrations.

Custom Fields allow you to capture information beyond standard donation details during the giving process. This data is included in the transaction payload and can be used for reporting, follow-up, or syncing with external systems.

Adding Custom Fields

  1. Navigate to Campaigns > Select a Campaign > Select a Giving Form.
  2. In the Element Library, click Custom Field.
  3. Click Add New Custom Field.
  4. Select an Input Type.
    1. Short Text
    2. Paragraph
    3. Single Choice
    4. Dropdown
    5. Date
    6. Number
    7. Currency
    8. Internal Metadata (not visible to donors)
  5. Custom Fields can be edited or deleted within the Element Library > Custom Field menu.

Example Use Cases

Custom Fields can be used in a variety of ways depending on your organization’s needs. For example, a Single Choice or Dropdown field can capture event attendance or preference selections, while Short Text or Paragraph fields can collect dedication messages or additional donor notes. Internal Metadata fields allow you to attach hidden values to a transaction for reporting or CRM integration without displaying them on the Giving Form.