How to Add Custom Form Fields

Want to collect additional information from customers beyond just their rating? Custom form fields let you gather specific details that matter to your business.

What are Custom Form Fields?

Custom form fields are additional questions or input fields you can add to your review page. They appear below the review text box and allow you to collect information like customer names, email addresses, phone numbers, or any other details you need. You can add up to 10 custom fields per business.

How to Add Custom Fields

Step 1: Go to the Customize section in your sidebar.

Step 2: Click on the 'Additional Fields' tab at the top.

Step 3: You'll see a section called 'Custom Form Fields' with a button that says 'Add Field' and shows how many fields you can still add (for example, '2/10').

Step 4: Click the 'Add Field' button. A new field configuration will appear with several options to fill in.

Configuring Your Custom Field

For each custom field, you need to configure these settings:

Field Label: This is what customers will see as the question or prompt. For example, 'Your Name' or 'Email Address' or 'What did you order?' Keep it clear and specific.

Field Type: Choose what type of input you want. Options include Short Text (for single-line answers like names), Long Text (for multi-line answers), Email, Phone Number, Number, Date, and more. Select the type that matches the information you're collecting.

Placeholder: This is optional text that appears inside the input field before the customer types anything. It gives them an example or hint. For instance, if your label is 'Email Address,' your placeholder could be '[email protected]'.

Required Field: Check this box if you want to make this field mandatory. Customers won't be able to submit their review without filling it in. Leave it unchecked if the field is optional.

Managing Multiple Fields

You can add multiple custom fields by clicking the 'Add Field' button again. The fields will appear in the order you create them. To reorder fields, you can usually drag and drop them using the handle icon on the left side of each field.

To delete a field, click the trash/delete icon on the right side of the field configuration.

To edit an existing field, simply click into any of the configuration options and make your changes.

Common Use Cases for Custom Fields

Customer Contact: Collect name, email, or phone number so you can follow up on feedback or build your customer database.

Service Details: Ask 'Who served you?' or 'What service did you receive?' to track individual staff performance.

Order Information: For restaurants or stores, ask 'What did you order?' or 'Order number?' to connect reviews to specific transactions.

Improvement Areas: Ask 'What could we improve?' or 'What would you like to see?' to gather actionable feedback.

Visit Frequency: Ask 'Is this your first visit?' or 'How often do you visit us?' to understand customer loyalty.

Best Practices

Don't ask for too much: Each additional field you add slightly reduces completion rates. Only collect information you'll actually use.

Make strategic fields required: Only mark fields as required if you absolutely need that information. Optional fields are less intimidating and lead to better completion rates.

Use appropriate field types: If you're collecting an email, use the Email field type so customers get the right keyboard on mobile devices.

Test the form: After adding custom fields, scan your QR code or visit your review link on your phone to make sure the form looks good and is easy to fill out.

Viewing Custom Field Responses

When customers fill out custom fields, their responses appear along with their review in the Reviews section of your dashboard. You can also export all your reviews including custom field data to CSV for further analysis.

Remember to click 'Save Changes' after adding or editing custom fields to make them live on your review page.