Add custom fields to your sign-up page to request additional details from your students when they sign up!
In this article:
About This Feature
Custom Fields are additional fields you can request in your sign-up form to collect unique information about your users. Instead of asking for only the standard name and email, you can add fields for anything from phone, company name, city, to Instagram handle!
By default, you can add up to a maximum of 4 custom fields. When creating your custom field, you can choose from the following field types:
- Text - this is a free text field that allows students to input their details
- Country - this will automatically populate a drop-down list of all countries in alphabetical order
If there are any other field types you'd like to see, please reach out to Support to provide your feedback.
Important Considerations
- You can add up to a maximum of 4 custom fields. If you require more fields, please contact Support with your requirements.
- We don't recommend adding too many custom fields as it can affect your sign-up conversion rates. Generally speaking, you want to limit the amount of time a student spends on sign-up and checkout pages.
- Currently, only Text and Country field types are supported. The Text field cannot be restricted to specific values only.
- Be careful when deleting custom fields. If they have been used by students, deleting the field, will delete the data. Make sure to export your data before removing any existing fields.
- Looking to collect student address information using custom fields? When using the performance checkout, by default, your students will be required to provide their country and postal / zip code during the checkout process. You can also collect the full address by enabling the corresponding setting. Note that the address information will only be visible in the Transaction Export.
How to Add Custom Fields
- Go to Settings on your Admin Dashboard
- Select the Orders & accounts tab
- Click Custom sign up fields on the left
- Click Add field
- Under Custom field name, input the name of your custom field
- Under Field type, select Text or Country
- Optional: If using the Country field type, select Prioritized Country which will show at the top of the drop-down list
- Optonal: Check the box titled Make this custom field required to create a field that your learners are required to complete
- Click Save
And that's it! You now have custom fields. To view the fields you created, you can retrieve the data from your user export.
Re-ordering Fields
The custom fields you created will be displayed in the order defined in the Settings. If you want to change the fields' order, you can re-order them using the dots on the left of each field.
Re-ordering the custom fields does not change any of the existing data in the fields and simply allows you to determine the order in which the fields are shown during the sign-up / checkout and on their account profile.
It is not possible to re-order custom fields to appear above the default fields (first name, last name, email address) on the signup page.
Student Experience
Custom fields will appear on the sign-up page as well as the checkout pages. During the checkout process, the exact location of custom fields depends on your checkout experience.
Two-Step Checkout
In the two-step checkout, custom fields appear on the first, sign-up page, before the payment is processed.
Performance Checkout
If you are using the performance checkout, the custom fields will appear once the check out is complete.
Updating Custom Fields
Custom fields can be updated by students in their profile settings: Student Profile and Account Settings. Site Admins can also update custom fields in the User Table: Users Report and Filters.
Custom Fields and Reports
Responses entered into Custom Field are available in:
- The Users Report
- Individual user profiles
- Thinkific Analytics: Advanced Analytics: this feature allows you to use Custom Fields when creating reports.
Custom Field data is not shown in: