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Custom fields let you collect up to five additional pieces of information from members after checkout or free registration, such as how they heard about you or which newsletters they want to receive. To collect an address or phone number, add those fields directly to the checkout form. In this help article, we’ll explore how to create custom fields, access member responses, and use the data with supported integrations.

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Configure custom fields

Go to Website → Custom fields in your Memberful dashboard.
Open the Custom fields settings

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Choose when to display custom fields

By default, custom fields are displayed for all plans after checkout or free registration. If you haven’t created any fields, this step won’t appear.
Choose which plans and downloads display custom fields
You can choose when to display the fields:
  • Show for all plans and downloads
  • Show for some plans and downloads
  • Don’t show after checkout
If a member has previously answered all the fields, they won’t be displayed again when the member makes another purchase.

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Create a custom field

1

Enter a field label

Enter the question or label you want members to see. For example:
  • How did you hear about us?
  • Which newsletters do you want to receive?
  • What is your t-shirt size?
Enter a custom field label
2

Select a field type

Select the field type that supports the information you want to collect.
Select a custom field type
You can choose from five field types:
  • Text: A basic text field with a 250-character limit
  • Comment: A long-form text field with a 1,000-character limit
  • Dropdown (Choose one): Allows members to select one answer
  • Checkboxes (Choose multiple): Allows members to select multiple answers
  • Account password: Allows members to create a password after signing up
3

Add answer options

If you selected a dropdown or checkbox field, click Add new option and enter the available answers. There is no limit to the number of options you can add.
Add options to a custom field
To remove an option, click the trash can icon next to it.
Remove an option from a custom field
To change the order of the options, click and drag an option using the icon on the left.
Reorder custom field options
4

Choose whether the field is required

Choose whether members must complete the field before submitting the form.
Make a custom field required
5

Save the custom field

Click Save changes.
Save a custom field
Use the up and down arrows to change the order in which fields appear.
Reorder custom fields
After creating a field, you can edit its label and options, but you can’t change its field type. To use a different type, delete the field and create a new one.

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Preview the post-checkout form

The form is displayed after a member completes a payment, redeems a gift, joins a group subscription, or completes free registration, provided the plan is included in your custom field display settings.
Preview the custom field checkout process
To preview the form on different devices and layouts, go to Website → Custom fields. After the member submits the form, Memberful applies your existing redirect settings.

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Let members update their custom fields

Members can update their custom fields from their account. The Account password field behaves differently from other custom fields. It is only displayed after signup and doesn’t appear with the other custom fields in the member’s account. Members can create or update their password from the separate password section in their account. Members continue to see their saved fields if you update a field’s label or options. If you delete an option that a member previously selected, the saved option remains visible in their profile until they update the field. They can’t select the deleted option again. If you delete an entire field, it will no longer appear in member accounts or member exports.

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Access custom field data in Memberful

To access custom field data in bulk, go to Members and export a CSV. You can also review an individual member’s responses in the Member Stats section of their profile.
Review custom field data in a member profile
The Account password field doesn’t appear in the Member Stats section or CSV exports. Admins can’t view passwords created by members.

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Use custom field data outside Memberful

In July 2021, Memberful introduced the current custom field system, which supports up to five fields. Availability outside the Memberful dashboard depends on when the field was created.

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Zapier and webhooks

Custom fields created in or after July 2021 are available through webhooks and Zapier. In Zapier, select the Custom Fields Updated trigger. The custom fields value data point contains the values for all custom fields, separated by commas.

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Email integrations

Fields with predefined options, such as checkboxes and dropdowns, can help you segment members based on their interests or preferences. You can use free-form text and comment fields to personalize campaigns with information such as nicknames or social handles. The way custom field data is used varies by email service:

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API

Only custom fields enabled before July 2021 can currently be accessed through the API. References to custom fields in the API refer to these legacy fields.