Using Custom Event Fields

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Collect extra information about your event, such as the type, region, or anything you want included in reports by creating custom event fields. Once you've gathered this information, you can also use it to organize your event calendars. 


Adding a Custom Event Field

1 Access the Custom Fields page.
Click the App Switcher Icon icon in the top-right, then select Admin from the dropdown. From the left-hand navigation, under General, click Custom Fields.

Select Custom Event Fields from the dropdown.
 
2 Add the custom event field. Click Create Custom Field.
 
NOTE: The button will not appear if you have reached the limit for your account.

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 an event. In the example below, the help text instructs users on how to enter the event's purpose.

Custom Event Field Comparison

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, ensure "Display pop-up calendar" is set to Yes.
Pop-Up Calendar
  • 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 question mark 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 your entered answers in a dropdown.
  • Choice - Single Answer (Vertical) - Displays your entered answers as a vertical list of radio buttons.
  • Choice - Single Answer (Horizontal) - Displays your entered answers as a horizontal list of radio buttons.
  • Choice - Multiple Answers (Multi-Select Box) - Positions your entered answers in a dropdown alongside a vertical list of check boxes.
    Multi-Select Box
  • Choice - Multiple Answers (Vertical) - Positions your entered answers alongside a vertical list of checkboxes.
  • Choice - Multiple Answers (Horizontal) - Positions your entered answers alongside a horizontal list of checkboxes.
  • Auto-Increment - Assigns a number, in increasing increments, to each event. You can include a prefix as well.
Auto-Increment
 
NOTE: Choice fields in horizontal format currently display as a vertical choice in Flex events.

Depending on the Type you selected, add the answer options, set a character limit, and determine whether this custom event field is required.

Once you're done, click Save. This custom field will now be available in every event.


3 Collect the information in your event. Click the App Switcher Icon icon in the top-right, then select Events from the dropdown. Select your event. From the left-hand navigation, click General, then Event Information.

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

 
The fields you created in Admin appear here automatically. Use them to describe your event.
 
Custom Event Fields
 
Click Save.
 
 
Running Reports on Custom Event Fields
Use your custom event fields to refine account-wide and cross event reports.
 

1 Run an Admin report. To access your account-wide reports, click the App Switcher Icon icon in the top-right, then select Admin from the dropdown. From the left-hand navigation, click Reporting, then Reports.

In the Financial Reports section, click Transactions. Hover over Data in the top-right and click Change Report Data. The Selection Criteria tab opens by default. Click the neighboring tab, Fields. Scroll down to the Custom Event Fields section and click on a field to add it to your report. Click Run.


To save the report, hover over Actions in the top-right and click Save As. Name the report, then click Save.
 
Or run a Cross Event report to add a filter. To access your cross event reports, hover over the More tab in the top navigation menu and select Cross Event Reports from the dropdown.

Open a report by clicking its name. The Selection Criteria tab opens by default. To add an event custom field to the report, click the neighboring tab, Fields. Scroll down to the Custom Event Fields section and click on a field to add it to your report. Click Run.

 
NOTE: You must first add the field to the report in order to filter by it.

To filter the report, hover over Data in the top-right, then click Filter Report Data. Click Edit Filters in the top-right and ensure the toggle next to your custom field is switched to green. Click Apply and you'll be directed back to the Filters pane.
 
User-added image

Scroll down to the event custom field, then check the selections that you want to include in the report. Click Apply.
 
User-added image
 
To save the report, hover over Actions in the top-right, then click Save As. Name the report, then click Save.
 

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