This article explains how to add custom fields to a Qgiv event.

This article covers custom fields for our redesigned events experience. If you're using a legacy event, check out this article.

To view a quick-start tutorial on adding a custom field for an event registration, check out this video:

Introduction and Field Types

Event custom fields are additional pieces of information that can be asked for one or all of your package options. You can collect specific information needed for the registration that you haven’t already covered.

To set up custom fields, click the Custom Fields tab for your event.

Custom fields come in a variety of formats. Your options include:

Checkbox
Date
Dropdown
Email address
Multiple Selection
Number
Paragraph Text
Phone Number
Radio Button
Short Text
Website
Hidden Field
- These can be used to pass along a hidden value of your choosing whenever a form is submitted. For more information, check out our Hidden Fields FAQ.

Here’s a look at how each field type will display on your event registration:

Checkbox

Date

When a donor clicks in the field, a calendar will appear so they can pick a date.

Dropdown

Email Address

If a donor enters text that is not validated as an email address, they'll receive an error message asking them to enter a valid email.

Multiple Selection

Number

Field validation prevents any characters that aren't numbers from being entered in this type of field.

Paragraph Text

This field includes a character limit option.

Phone Number

Area code formatting will automatically be applied when a 10-digit phone number is entered.

Radio Button

Short Text

This field includes a character limit option.

Website

If a donor enters text that is not validated as a website, they'll receive an error message asking them to enter a valid website address.

Hidden Field

Just kidding, these won't show up on your public-facing form. 😊

Adding a Custom Field

To create a new custom field, click the Add New Field button.

First, select your Field Type.

Next, enter a Field Label. This is what you’re asking the registrant. Field labels have a 50-character limit.

You can also enter optional Field Help Text. Use this area if you need to add extra information directly below your field.

If you select Short Text or Paragraph Text as the Field Type, an option will appear so you can set a character limit, if desired. The default is set at Unlimited.

To set a limit, click the gray field. You can manually enter a limit or use the + and - signs to make adjustments.

If you select Dropdown or Multiple Selection, more options will appear for you to enter answer choices that will appear in the field. You can click Add Option to add more or click the red X to delete options.

Also, decide if the field should be Required.

Display Settings

Next, you’ll configure the field’s display settings.

You can choose to display the field Per Ticket, Per Package, or Per Transaction.

Per Ticket means that the field will be asked for every ticket purchased. For example, if you want to gather T-shirt size, you probably need to know that information for every individual ticket holder.

Per Package means the field will be asked for every package, regardless of how many tickets are included with a package. For example, if a package represents a golf outing team, you may want to ask for a team name.

Per Transaction means the field will be asked only once for the whole transaction, regardless of the number of tickets or packages. For example, you may want to know if the purchaser is interested in volunteering for your organization.

If you’d like to apply the field to specific packages, click in the Associate Field with Specific Package(s) area to display a list of packages. You can choose as many as you’d like, or you can Select All to include all existing packages. This question will be asked based on the number of packages chosen so you can be sure you’re collecting this additional information for all of your registrants.

Next, choose the device display settings for the new field. You can choose to have the field display when accessed from Desktop, Mobile, Virtual Terminal, or some combination of the three.

Adding Conditional Logic to Custom Fields

If you’d like to gather more information based on a registrant’s response to certain custom fields, you can enable conditional logic! Adding conditional logic means the field will only be displayed if a registrant takes a certain action in a previous field.

Please note: In order to link two custom fields together with conditional logic, you must create the first field in the set, and then create the field which you'd like to have appear based on the registrant’s response to the first field.

For example:

First, create a field asking donors "Are you interested in volunteering?" Save the field.
Next, create a field you'd like to appear based on the answer to "Are you interested in volunteering?" For example, you could create a field for "What areas interest you?" and provide options for donors to choose from.
Then, apply conditional logic to the field that will appear using the steps below.

The Enable Conditional Logic toggle appears in the field's Display Settings.

Choose a condition from the Only show if drop-down menu that appears beneath the conditional logic toggle.

Conditional logic can be set based on the response to another custom field or on a donation amount.

Please note: In order to see the Custom Field options in the drop-down, you must be editing an existing custom field, rather than creating a new one. If you're creating a new field, complete your field setup and save before choosing Edit to add conditional logic.

With Only show if [custom field response] applied, if a registrant answers “yes” to “Are you interested in volunteering?”, then the custom field asking “What areas interest you?” will appear.

Pro tip: If the field's display setting is set to Per Transaction, then the conditional logic will appear once for the overall transaction. If the field is set to Per Ticket, the conditional logic will appear once for every ticket that’s added.

Here’s what that looks like on the front end:

Registrant sees the first custom field question

If the registrant answers “yes,” the field with conditional logic applied displays

With Only show if Donation Amount applied, determine whether you want the field to display based on gifts being less than, equal to, or greater than a set dollar amount. Then enter the donation amount in the text field. The field will now only display when the conditions you’ve set are met.

This is a great option if you’d like to add a custom field that only displays for anyone that donates to the event.

Reporting Label and Saving Your Field

Finally, enter a Reporting Label. This is the way the field will show up in reports and notifications.

When you’ve configured your field the way you’d like, click Add New Field. You can also choose to Cancel your actions. You’ll then be taken back to the main listing of event fields.

You can activate or deactivate an event field at any time by using the toggle in the main listing.

You can also Edit or Delete an event field at any time by clicking those options in the main listing.

You can reorder your event fields in the Event Builder.

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.

Adding a Field Group

Custom fields can also be grouped together into Custom Field Groups. A group of fields will always appear together on your registration form. You can toggle fields within a group on and off with the press of a button.

Please note: Individual custom field settings are overridden by group settings.

To create a new Custom Field Group, select the Add New Field Group button above the custom field table.

First, enter a Group Name.

Select custom fields you've already created to add to the custom field group using the Fields drop-down menu.

Next, you'll configure some group settings.

Please note: Once again, any settings you configure for the group will override any display settings of the individual fields within the group.

Decide if you want to display the field group Per Ticket, Per Package, or Per Transaction.

If you’d like to apply the fields in the group to specific packages, click in the Associate Field with Specific Package(s) area to display a list of packages. You can choose as many as you’d like, or you can Select All.

Finally, choose the device display settings for the new field group. As with individual fields, you can choose to have the field group display when accessed from Desktop, Mobile, Virtual Terminal, or some combination of the three.

When you’ve configured your field group, click Add New Custom Field Group. You’ll be taken back to the main listing.

Field groups can be collapsed using the Hide button. To add or remove fields from a group, click Edit. To Delete a field group, you must first remove all fields from the group.