Introduction

Custom fields allow you to collect specific information from customers during registration. This guide covers everything from basic custom fields to advanced form configurations.

Understanding Custom Fields

Custom fields let you gather information beyond basic order details. Common uses include preferences, sizes, delivery notes, and contact information.

Creating Custom Fields

Navigate to your product's settings and select "Custom Fields". Click "Add Field" and choose from these field types:

• Text: Single-line text input
• Textarea: Multi-line text input
• Number: Numeric input
• Email: Email address validation
• Phone: Phone number input
• Select: Dropdown menu
• Radio: Single choice from options
• Checkbox: Multiple selections
• Date: Date picker

Field Configuration

For each field, configure:

• Field Label: What customers will see
• Required: Whether the field must be filled
• Options: For select/radio/checkbox fields
• Order: Display sequence

Best Practices

• Only ask for necessary information
• Keep forms short to reduce abandonment
• Use clear, concise labels
• Group related fields together
• Mark optional fields clearly

Accessing Custom Field Data

View collected data in your product dashboard under "Customers". Export data as CSV for use in other tools. Custom field data is also available in your customer check-in app.

Use Cases

Product orders: Collect delivery preferences, gift messages, and contact details.

Service bookings: Gather preferences, access instructions, and special requirements.

Classes & workshops: Ask about experience level, learning objectives, and accessibility needs.

Conditional Fields

For advanced use cases, you can create conditional fields that appear based on previous answers. This keeps forms relevant and reduces clutter.

Privacy and Compliance

Ensure you comply with data protection regulations. Only collect necessary information and clearly communicate how data will be used. Ordafy helps you maintain GDPR and other compliance requirements.

Conclusion

Custom fields are powerful tools for gathering customer information and personalizing product experiences. Use them thoughtfully to enhance your products while respecting customer privacy.