Create Custom Fields for Surveys

Custom fields are used with surveys to gather pieces of information about your partners. For example, if you frequently have use for collecting the date of birth of your partners, you can create a birthday custom field using the date picker question type.

Create custom fields

This feature is only accessible to specific impact.com editions or add-ons. Contact us to upgrade your account and get access.

1. From the top navigation bar, select [User profile] → Settings.

2. On the right under Program, go to the Technical section and select Custom Fields.

3. In the upper-right corner, select Create Custom Fields.

4. Complete the custom field information:

   • Name: Add a name to easily recognize this custom field when adding fields to a survey.

   • Description: Add a description for your custom field to describe the data representing the custom field. This description won't be visible to the partner.

   • Display Type: Choose the question type that would best capture the data for which you are looking.

Display types reference

Display type	Best used for
Paragraph	Open questions with unique answers.
Multiple Checkbox	Questions that may include multiple answers.
Dropdown	Questions that require the user to select an option from a hidden dropdown menu with multiple answers.
Multiple Choice	Questions that require one of multiple answers.
Datepicker	Questions that require a date as an answer.
Number	Questions that require a number as an answer.
File	Questions that require an attachment from the partner.

1. Select Save.

   • You're now able to choose this custom field from the [Drop-down menu] when creating a survey.

   Note: You can also create custom fields when setting up a new survey.