Custom Fields in Registrations
Overview
Section titled “Overview”Custom fields allow you to collect additional information from customers during the registration process. They give brands flexibility to capture unique data beyond the standard customer details, product, and proof of purchase.
What You Can Expect
Section titled “What You Can Expect”By using custom fields in registrations, you can:
- Collect unique information tailored to your business needs (e.g., “Who is this product for?”).
- Choose from multiple field types including text, number, date, single-select, and multi-select.
- Require or make optional specific fields depending on their importance.
- Enhance customer profiles with richer data to support future warranty claims, service, or marketing initiatives.
Key Features and Functionality
Section titled “Key Features and Functionality”Custom Fields Library
Section titled “Custom Fields Library”- Create fields in Settings → Custom Fields. See Custom Fields.
- Each field has:
- Value type: Text, number, date, select, or multi-select. You cannot change it after the field is created.
- Name and description: Clearly state what information you want to collect
- Then add the fields you want in the Custom Fields card on Settings → Registrations. Each field has a Required toggle that decides whether it must be filled in to complete registration.
Examples of Custom Fields
Section titled “Examples of Custom Fields”- Who is this product for? (Self, gift, household)
- How did you hear about us?
- Serial number or batch code
Required vs. Optional Fields
Section titled “Required vs. Optional Fields”- Required fields must be filled out before the customer can move forward in the registration flow.
- Optional fields can be skipped if the customer does not want to provide that information.
Customer Experience
Section titled “Customer Experience”- Standard registration collects the customer’s name, email, estimated purchase date, original purchase location, and product selection. Address and proof of purchase are collected depending on your settings.
- Custom fields appear below the basic details in the registration form.
- Required fields will block the customer from moving forward until completed.
Implementation
Section titled “Implementation”To add custom fields to registrations:
- Go to Settings → Custom Fields and create the field if it does not exist yet. Choose its value type, name, and description.
- Go to Settings → Registrations.
- In the Custom Fields card, click the add button and select the field. Adding or removing a field saves right away.
- Turn Required on or off for the field, then click Save.
- The field appears on the registration form.
Q: How many custom fields can I add?
There is no limit. Add as many as your business requires.
Q: What if I want to make sure customers always provide an answer?
Turn on Required for the field in the Custom Fields card on Settings → Registrations.
Q: Can I collect marketing opt-ins through custom fields?
Use the built-in Collect Email Marketing Consent setting instead. It records consent and shares it with your marketing platform. See Collecting Marketing Consent.
Q: Where do customers see these fields?
They appear in the registration form after the standard information, such as name, purchase date, and original purchase location, and before the proof of purchase upload.