Using Survey Custom Fields

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Collect extra information about your survey, such as the type, region, or anything you want included in reports by creating custom survey fields. You'll also be able to use it to filter a survey view, configure email alerts, or run cross survey reports.

1 Access the Custom Field Selection page. Begin by clicking Admin in the top right. Hover over Account and, under Account, click Custom Fields

From the View dropdown, select Custom Survey Fields. Click Create Custom Field.

2 Enter the details of your survey custom field.
Name the custom event field. Feel free to reuse this name for the Code. The code is necessary to generate a data tag for the new field. Consider entering help text to give guidance to fellow users who are filling out these fields in a survey.

Select your field type. Select a field type. Your choices include: 
 
  • Open Ended Text - Date/Time provides a series of dropdowns for each collected field. To make date selection faster, enable a pop-up calendar (circled below).
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  • Open Ended Text - One Line generates a textbox sized for a single word or sentence. You can specify the format people must use in the textbox, such as email addresses or phone numbers. Hover over the This image is not available because: You don’t have the privileges to see it, or it has been removed from the system next to the Answer Format dropdown for an explanation of each.
  • Open Ended Text - Comment Box generates a larger textbox with a set character limit.
  • Choice - Single Answer (Drop-Down) displays the options in a dropdown.
  • Choice - Single Answer (Vertical) displays the options as a vertical list of radio buttons.
  • Choice - Single Answer (Horizontal) displays the options as a horizontal list of radio buttons.
  • Choice - Multiple Answers (Multi-Select Box) allows selecting more than one option by holding Ctrl on the keyboard.
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  • Choice - Multiple Answers (Vertical) positions the options alongside a vertical list of checkboxes.
  • Choice - Multiple Answers (Horizontal) positions the options alongside a horizontal list of checkboxes.
  • Auto-Increment assigns a number, in increasing increments, to each event. You can include a prefix as well.
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Depending on the Field Type you selected, add the answer options, set a character limit, or determine whether this custom event field is required. Once you're done, click Save. This custom field will now be available in every survey.

3 Access the Survey Custom Fields page. Under Solutions at the top of the page, select Survey, then your survey. Click Settings from the blue navigation bar.

The Survey Details tab opens by default. Click on the neighboring tab, Survey Custom Fields, then Edit.

4 Select the field data. Select or enter the necessary information for this survey. 

 
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Once you're done, click Save.
 

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