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How to capture additional guest information

If you create new custom contact fields, they will be available on each contact record as you edit the contact.  You can also expose each custom contact field on your event/campaign and indicate whether you'd like to have each field as an optional or required field (or not shown at all).  This adjustment is made on the Edit Event/Campaign page of each campaign, and it's applicable to the person making the purchase i.e. the Registrant or Donor.

Here is how you  implement custom fields for guests:

  • Click on the settings icon in the top right corner. 
  • On the settings page click on Custom Fields.

Screenshot 2024-07-31 104649

  • On this page you can add new custom fields to Contacts, Checkout, Guests and Grants. 
  • To add a new field simply click Add Field. 

Screenshot 2024-07-31 104847

 


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