Create custom fields
Collect additional info with our custom form
From a simple "Where did you hear about us?" to a communication preference, you can collect up to 5 custom fields with Memberful right after your members complete the checkout form.
If you need to collect an address and / or a phone number, you can enable those settings in the checkout form.
In this help doc:
- Build a form with up to 5 custom fields.
- Access member-facing form post checkout.
- How members access the information from their account.
- How you can access the data in the Memberful dashboard.
- Can custom field data be accessed outside the Memberful dashboard?
- Can I import custom field data via CSV?
Build a form with up to 5 custom fields
Navigate to Customize → Custom fields from your Memberful dashboard.
Choose when to display custom fields
By default, we display custom fields for all plans right after checkout or after free registration. If you don't author any fields, we won't include that as a step after checkout.
You can choose which types of purchases will show these fields after checkout:
- 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, we won't display them again during checkout for new purchases.
Create a custom field
Enter a Field label. Here are some examples:
- How did you hear about us?
- Which newsletters do you want to receive?
- What is your t-shirt size?
Select a field type that supports your custom field label.
The options are:
- Text — basic text field, 250 character limit
- Comment — text field for long-form content, 1000 character limit
- Dropdown (Choose one) — select one answer, separate options in form builder with commas
- Checkboxes (Choose multiple) — select all that apply, separate options in form builder with commas
Determine if the field should be required or optional. Required means they won’t be able to submit the form if they skipped this field.
Fields can be reordered by clicking the up or down arrows to move the field up or down.
Once a new field is created, you can edit the options and label but NOT the field type. To change the field type you can delete the field and create a new one.
Access member-facing form post checkout
The form will be displayed after a member completes a payment, redeems a gift, joins a new group subscription, or completes free registration — provided that the new member is joining a subscription to a Plan specified by the selections (all plans vs. some plans).
You can also see a preview of the form in different devices and layouts by navigating to Customize → Custom fields.
All redirect settings will be honoured after the form is completed. Submitting the form will send the member into the existing redirect rules.
How members access the information from their account
Members can update their custom fields inside their account:
Replace YOURSITE with your actual site name, which can be found in your Memberful dashboard via Account → Account settings.
We'll keep showing the field even if the label is updated or the options are changed.
If an admin deletes an option from a field and a member had previously selected that option, we’ll continue to show the deleted option in their member profile. However, if that member decides to modify their choice, they won’t be able to select the deleted option as the new value, and it will no longer be available if they save the changes.
However, once an admin deletes a field, we stop showing it in the member’s account. We'll keep all the answers for exports, but we won't show the field anymore.
How you can access the data in the Memberful dashboard
This new data can be accessed in bulk by running a member export csv available via the Members tab.
Admins can also look at each member's profile in the Member Stats section to review their custom field data.
Can custom field data be accessed outside the Memberful dashboard?
On July 2021, we changed some of our architecture to allow the creation of up to five custom fields. Some features haven't been implemented in this new architecture yet. This means that only custom fields that were enabled before July 2021 can currently be accessed via the API, and synced to Mailchimp.
Any custom fields created on or after July 2021 can currently be accessed via webhooks or Zapier. To access these fields via Zapier, use the Custom Fields Updated trigger, and check the Custom Fields Value data point, which will contain the values for all custom fields, separated by commas.
We are planning to implement API and newsletter integrations for new custom fields over time as we continue to build on this new architecture.
Can I import custom field data via CSV?
Custom fields created after July 2021 don't currently support importing values via CSV. The values you import via CSV will be assigned to a single, unnamed custom field that isn't displayed in the member's profile, but does show up in CSV exports.
For more context, check out the previous question.
Related help doc: