Custom Fields

What are Custom Fields?

Custom fields are form fields you can add to customer-facing forms to collect additional information before a customer submits their inquiry. The details they provide become data attributes visible in your conversations. Custom fields can be added to embedded Contact Forms, Shoutboxes, or Lightbox embeds.

You can also use custom fields to insert hidden values that are contextual to the current conversation, such as browser information, IP address, or items in a customer's cart.

Create Custom Fields

Custom fields are created through the embed builder when setting up a Contact Form, Shoutbox, or Lightbox. If you are not familiar with these embeddables or the embed builder, you can check out this article for more information.

In the embed builder, select Add Custom Form Field.

addcustomformfield.png

The following field types are available regardless of which embeddable you are creating:

  • Text field: Free-form text and number entry, useful for comments or phone numbers.
  • Dropdown field: Pre-filled selections, useful for having customers choose from a set of options.
  • Checkbox field: A checkbox that can be defaulted to checked or unchecked, useful for newsletter enrollment.
  • Hidden field: Custom parameters that track where the customer was when they contacted you.
  • Phone number: Creates a phone number field and adds it as a contact identifier.
  • Country
  • Date field
  • Heading
  • Order number

The following field types are available regardless of which embeddable you are creating:

customfield.png

Edit custom fields via JavaScript

If you prefer to work directly in code, you can edit custom fields by following the instructions at reamaze.com/developer/widget_fields. This produces the same results as using the embed builder.

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