Custom fields are a great way to capture additional information about your stakeholders. Easy to create and even easier to implement, custom fields can help you better understand your audience by allowing you to ask for information from stakeholders that is specific to your strategy, organization, or cause.

Click into the Custom Fields area of the platform from the Actions main nav dropdown.

Now on the Custom Fields list screen, you can edit an existing entry by clicking on its title. To create a new field, click the green Create New Custom Field button.

After naming your field and selecting a type, the screen will pop down in order for you to input the necessary options for your new field. Clicking Create Custom Field will finalize the process and take you back to the “View Stakeholder Fields” page.

Once options are set, finalize the field by clicking “Create Custom Field.”

Now that you have your field, you’ll want to add it to a form. See: Creating / Editing Custom Forms