Event Management

Custom Event Fields

Collect additional information from participants beyond the standard registration fields using custom fields.


Understanding Custom Fields

Custom fields allow you to gather specific information needed for your event. Examples:

  • Dietary requirements for catering
  • T-shirt sizes for merchandise
  • Professional certifications
  • Company information
  • Emergency contact details

Field Types

Text Fields

TypeDescriptionExample Use
Short TextSingle line inputJob title, company name
Long TextMulti-line textareaSpecial requests, bio
EmailEmail input with validationAlternative contact email
PhonePhone number inputEmergency contact
URLWeb address inputLinkedIn profile, portfolio

Selection Fields

TypeDescriptionExample Use
DropdownSingle selection from listCountry, department
Radio ButtonsSingle selection, all visibleGender, experience level
CheckboxesMultiple selectionsInterests, dietary restrictions

Other Fields

TypeDescriptionExample Use
NumberNumeric inputYears of experience
DateDate pickerDate of birth
File UploadDocument/image uploadResume, photo

Creating Custom Fields

Add a Custom Field

  1. Go to your event dashboard
  2. Click Registration in the sidebar
  3. Click Custom Fields
  4. Click Add Field

Field Configuration

SettingDescription
LabelField name shown to participants
Field TypeType of input (text, dropdown, etc.)
RequiredWhether the field must be filled
PlaceholderExample text shown in empty field
Help TextAdditional instructions for participants
OptionsFor dropdown/radio/checkbox fields

Example: Dietary Requirements

SettingValue
LabelDietary Requirements
Field TypeCheckboxes
RequiredNo
OptionsVegetarian, Vegan, Halal, Gluten-free, No restrictions
Help TextSelect all that apply

Field Levels

Order-Level Fields

Collected once per registration order. Use for:

  • Billing information
  • Invoice requirements
  • Group registration contact

Ticket-Level Fields

Collected for each ticket/participant. Use for:

  • Individual dietary needs
  • T-shirt sizes
  • Personal information

When to use each level

Use order-level for information about the person paying. Use ticket-level for information about each attendee.


Field Validation

Built-in Validation

ValidationDescription
RequiredField must have a value
Email formatMust be valid email address
Phone formatMust be valid phone number
URL formatMust be valid web address
Number rangeMust be within min/max values
Character limitMaximum text length

Custom Validation

Set validation rules for specific requirements:

RuleExample
Minimum lengthAt least 10 characters for feedback
Maximum length500 characters for bio
PatternSpecific format requirements

Conditional Fields

Show or hide fields based on previous answers.

Example: Conditional T-Shirt Field

If ticket type = "VIP Package"
  Then show "T-Shirt Size" field
Else
  Hide "T-Shirt Size" field

Setting Up Conditional Logic

  1. Create the conditional field
  2. Click Add Condition
  3. Select the trigger field
  4. Set the condition (equals, contains, etc.)
  5. Choose show/hide behavior

Managing Custom Fields

Edit Fields

  1. Go to Registration > Custom Fields
  2. Click on the field to edit
  3. Modify settings and save

Editing published fields

Editing fields after registration has started may affect data consistency. Avoid changing field types or removing options.

Reorder Fields

Drag and drop fields to change their order in the registration form.

Delete Fields

Deleting a field removes it from the form. Existing data for that field is preserved in participant records.


Viewing Custom Field Data

In Participant List

  1. Go to Participants
  2. Custom field data appears in participant details
  3. Click on a participant to see all their responses

In Exports

Custom field data is included in participant exports:

  1. Go to Reports > Export Data
  2. Select Participants
  3. Choose which fields to include
  4. Export to CSV or Excel

Best Practices

Field Design

  • Keep labels clear and concise
  • Use help text for complex questions
  • Group related fields together
  • Mark truly required fields only

Data Collection

  • Only collect information you need
  • Explain why you're asking for sensitive data
  • Consider privacy implications
  • Be mindful of data protection regulations

Form Length

  • Keep registration forms short when possible
  • Too many fields can reduce completion rates
  • Use conditional fields to hide irrelevant questions

Common Custom Fields

Corporate Events

FieldTypeLevel
Company NameShort TextOrder
Job TitleShort TextTicket
DepartmentDropdownTicket
Employee IDShort TextTicket

Training Programs

FieldTypeLevel
Experience LevelRadioTicket
Certification NumberShort TextTicket
Learning ObjectivesLong TextTicket
Special RequirementsLong TextOrder

Conferences

FieldTypeLevel
Dietary RequirementsCheckboxesTicket
T-Shirt SizeDropdownTicket
LinkedIn ProfileURLTicket
Networking InterestsCheckboxesTicket

Community Events

FieldTypeLevel
How did you hear about us?DropdownOrder
Emergency Contact NameShort TextTicket
Emergency Contact PhonePhoneTicket
Photo ConsentRadioTicket

Exporting Field Data

Standard Export

All custom field data is included in participant exports with columns matching field labels.

Filtered Export

Export specific field values:

  1. Go to Reports > Export
  2. Apply filters (e.g., only vegetarian attendees)
  3. Export filtered results

Next Steps

Previous
Sessions and Activities