Custom fundraiser fields allow you to collect additional info from your peer to peer fundraisers during their personal or team fundraising page setup. Here are examples of what you can do with this feature:
Find out the best way to connect with fundraisers (email, social media, etc) and ask for additional contact information
Ask fundraisers for their t-shirt size if you’re running an athletic event.
If a family is fundraising under one page, you can collect their names and contact information.
Figure out where fundraisers heard about your campaign/organization (through a friend, online, etc).
Opportunity to select any rewards for fundraising.
Add hidden, internal fields attached to the fundraiser profile for data and reporting.
Custom Fundraiser Fields are available for personal, team and organization fundraising pages. For the purposes of this article, we will be showcasing personal page custom fields.
To set up custom fundraiser fields, follow the steps below:
Step 1: Under Campaigns, select the settings of the campaign you wish to edit.
Step 2: Under Sites & Forms, select your site.
Step 3: Under Settings >> Personal Pages, select Custom Fields from the left navigation, then select Create Custom Field.
Step 4: Enter the Field Type and Field Information.
If you wish to create your own custom question, you can determine the field type:
Text Input: A single line text input.
Text Area: A multi-line text box for longer content.
Dropdown: A dropdown to select from multiple values.
Checkbox: A simple checkbox with a label. Good for binary options like yes/no.
Hidden: A hidden field with a value that will be set when saved. This field value is not shown publicly during fundraiser setup. Good to pass along specific information that isn't visible to the end user.
You can make the field required by checking off the Required checkbox.
For long questions, use the Title field to enter a sentence or paragraph question. Use the Help Text and Placeholder fields to provide additional guidance.
Here’s what custom fields look like on the personal page setup:
Step 5: Use the Advanced checkbox if you wish to expose the custom fields in the public API. Learn more about making the field public.
Public Custom Fields
The advanced public field option enables "public" custom field answers to be displayed in site modules for search or filtering purposes.
Making a field public does not affect how the field question is displayed during the fundraiser page setup. The term "public" here refers to the custom field responses available to be made public in site modules for filtering within the site.
We don't recommend making the field public if:
The question that you're asking is about private information that cannot be shown publicly and is only intended for internal use by your organization. This could be information such as phone, postal address, t-shirt size, or any financial details, etc.
We recommend making the field public if:
The question's response can be shown publicly. This could be information such as a program the participant is supporting, city or location, how they heard about the organization, participation levels within the organization, etc.
Here's an example of how participant program area responses can be filtered in a site module:
Additional Notes
Your fundraisers fill out their custom fields upon creating their personal page in their fundraiser dashboard.
You’ll be able to see a fundraiser’s custom field answers on when you select Manage >> Personal / Team / Organization Pages and select a participant.
Custom fields data is available on the fundraiser exports.
Custom fields are available on the Standard Plan and above.
If you're looking to use Custom Fields for a walk/run/race, here's our best practices.