The customization of "custom" fields for the donation form is really simple. In this video we are going to show you how to easily create them.
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ACCESS STEPS:
Step 805.
Access the campaign in which we want to customize any extra fields.
This can be a Rewards or Donation (crowdfunding) campaign, or a Donation Form.
Step 2.
We now click on CONFIGURATION> Forms
Step 3
Within <Forms> we access the section> DATA
At the bottom, shaded in blue, we find a button with the option to create a field.
CONFIGURATION OF CUSTOM FIELDS
By clicking on "Create field" we access the different options
- 805) Describe/name our field.
- 2) Optional field to assign a specific code to the field
- 3) The section of the form in which the field will appear in.
- 4) The format the field will have.
- 5) How wide the field will be.
- 6) What type of donor will see the field.
805> Description>
We give the field a title. This is what the donor will see as the primary description.
3> Section>
We select whether the field will request simple data or extended data
SIMPLE DATA EXTENDED DATA
4> Type>
We can select different types of data entry input.
Text> free text.
List> To be able to create a list with different values to choose from.
The first values are entered and by clicking "Enter" new values are added.
Date> The field will display a date format within the field.
Email> Allows you to enter emails (beyond the one requested in simple data)
Description> For free text input. 350 characters approximately.
True or false> Add a click box to be selected.
5> Width>
It allows us to configure the new field in the same size as the rest of the form's boxes (100%), half their width (50%) or a third of their width (25%).
These different size settings allow us to combine two custom fields in the same line.
6> Visibility >
It is now also possible to select whether a field is going to be visible by all donors, only natural persons or only legal persons:
* All additional fields added are going to appear in the campaign reports.