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!From the left navigation menu, select
[Menu] → Settings.On the right, under Technical, select Custom Fields.
In the upper-right corner, select Create Custom Fields.
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.
Privacy Level: Leave the privacy level Private.
Display Type: Choose the question type that would best capture the data for which you are looking.
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.
Select Save.
You're now able to choose this custom field from the drop-down menu when creating a survey.
