You can use Custom Fields to collect information from your registrants and donors that isn't covered in the regular donation or registration forms.

Please note: This article is about custom field configuration for standard peer-to-peer registration. If you'd like to add custom donation fields, check out this article.

Contents:

• Field Types and Basic Settings
• Display Options
• Reporting Label and Saving Your Field
• A Note on Field Security

 

Adding a custom field is easy. On your peer-to-peer dashboard, click on the Custom Fields link under Campaign Settings.

Then click Add New Field.

 

Field Types and Basic Settings

Choose your desired Field Type, which is the input field your participants and donors will see during the registration and donation process.

Your options for Field Type include:

Short Text: A one-line field in which participants and donors will enter their response. This is a good option for questions that will require shorter, individualized answers. You can impose character limits, if desired.

Paragraph Text: Much like a Short Text field but with much more typing room. This is best for answers that require long, more detailed answers. You can impose character limits, if desired.

For Short Text and Paragraph Text fields, you can set a maximum character limit, if desired.

Checkbox: A simple, one-click field. Checkboxes are ideal for custom fields that allow donors and participants to opt in to something.

Dropdown: This field allows participants and/or donors to answer a question by choosing from a set of pre-determined answers. Setting up a drop-down menu is easy!

To start, select Dropdown from your list of options. You’ll see a blank field with a red X next to it. In that field, enter the first option for your participant’s answer.

If you add a drop-down, you can click + Add Single Option to add one item, or click + Add Multiple Options to enter more than one at a time.

If you choose the latter, a field will appear in which you'll enter each option on a separate line. You can also click the red x next to an item to delete it.

Add your Field Label, which is what your participants and/or donors will see during the donation or registration process. You can add optional Field Help Text if you need to provide extra information directly below the field. 

Indicate whether or not the new field is Required, or if it's required if a donation is above a certain amount.

 

Display Options

Next, under Display Options, decide who you want this field to display for.

Your options are Display to Participants – people who will be participating in your campaign – and Display to Donors – people who are donating to your campaign. You’ll need to select one for the field to display.

Once you toggle one of these options, more options will appear. You must select at least one of the checkboxes in each category.

First, select the Display Type:

• Online will display the category for participants registering online.
• Offline (Virtual Terminal) will display the category for admin use within the Virtual Terminal in your control panel.

Next, pick the Role Type:

• Primary: A primary participant is the initial registrant during a transaction.
• Additional: Additional participants are any registrations that happen during the same transaction that are not the initial (Primary) participant. If you have sub-registrants enabled, they're also available to be added within the Personal Fundraising Pages.

Fundraising Type determines whether registrants will be fundraisers:

• Fundraising means that registrants will have their own fundraising pages created for them after registration.
• Non-Fundraising means that registrants can participate in the event but won't have a fundraising page.

Registration Type determines if participants can register as individuals or members of teams:

• Individual: Participants can choose the Individual option at the beginning of registration. They'll get their own fundraising page.
• Team Member: Participants can choose the Join a Team option.
• Team Captains: Participants can choose the Create a Team option.

If you have multiple categories enabled for the campaign, you'll see the option to choose the categories with which to associate the custom field.

By default, new custom fields will be applied to all registration categories. To limit the field to certain categories, click Deselect All next to Associate Field with Specific Category(s). Then, use the Select Category bar to choose individual categories.

If you want your question to appear to anyone giving a donation, toggle Display to Donors.

Your options will be limited to Display Type: Online donations are done via the campaign website, and Offline donations are ones you'll enter via the Virtual Terminal in the admin control panel.

 

Reporting Label and Saving Your Field

Finally, add your Reporting Label. This is how your custom field will be labeled in exported CSV files and reports.

Once you're happy with your configuration, click the Add New Field button at the bottom of the box.

In the main listing of custom fields, you'll see Edit and Delete buttons that can be used at any time to update details or delete the custom field altogether.

They can be reordered by dragging and dropping within the list to the desired order. You can also easily toggle custom fields on and off during the campaign, if necessary.

 

A Note on Field Security

When creating a custom field, make sure you’re not asking for sensitive information, such as credit card numbers, Social Security numbers, Tax Payer IDs, protected health data, and so on.

Custom fields are not set up to securely collect and store sensitive data, and using them in this way is a violation of Qgiv’s Terms of Service. If you attempt to set up a custom field to collect sensitive information, you may see an error message that prevents the field’s creation.