Adding Custom Fields to Subscriber Collection Forms in Yotpo SMS & Email

Goals and Outcomes

Add custom fields to subscriber collection forms in Yotpo SMS & Email to gather detailed information about your customers. The collected data can be used to create segments and personalize flows, leading to more relevant product recommendations and promotional offers.

In this article, you’ll learn how to add custom fields to subscriber collection forms.

Custom Fields Overview

Custom fields are elements in popups and spin-to-win forms that contain a question with multiple possible answers. For example, you might ask customers to choose their clothing size, hair type, or preferred colors.

Customers can select one or more answers based on the custom field configuration. The submitted information is recorded as custom profile property values. Custom profile properties are specific attributes associated with individual customer profiles and can provide useful insights into personal preferences such as hobbies, dietary habits, or workout routines.

Custom fields can be added to both new and previously created forms. After selecting a form, you have two options: either add the field as an element within an existing step or as a new step.

The more data you collect per customer, the better you can organize your marketing efforts. To learn more about how to use custom profile properties in segments and as conditions in flows, see Enhancing Segments and Flows with Custom Profile Properties in Yotpo SMS & Email.

Important

You can add custom fields only to forms that collect at least one customer identifier, either a phone number or an email address.

Tip

For optimal results, we recommend offering a discount to customers who answer the question on the first step and placing the phone and email fields on subsequent steps. If you're concerned about conversion rates dropping, leave the custom field optional.

Accessing the Form Editor

To add a custom field to a form, you need to open the form editor:

1. In your Yotpo SMS & Email main menu, go to Audience > Subscriber Collection Tools.

2. Select the form where you want to add the field:

   • For new popups, click Set it up in the popup card, then choose a template or click Create from scratch

   • For new spin-to-win forms, click Set it up in the spin-to-win card

   • For existing forms, scroll to the table,  find the form you’re looking for, and click on its name in the Name column

After you open the editor, you need to decide where to add the custom field: as an element to an existing step or as a new step.

Note

In spin-to-win forms, you can add a custom field only as an element within an existing step.

Adding a Custom Field to an Existing Step in Forms

To add a custom field to an existing step:

1. Choose a step and hover over the form template in the workspace area.

2. Click the plus button that appears in the body section and select Custom field.

The custom field is now added to the step. You can drag and drop it to position it as desired.

Important

In spin-to-win forms, you can add custom fields only to steps that contain a phone field, an email field, or both.

Adding a Custom Field as a New Step in Popups

1. In the ribbon of steps above the workspace area, click the plus button and select Custom field.

2. Define the position of the step in the sequence by dragging and dropping it within the ribbon.

The custom field is now added as a separate step. You can start configuring its settings.

Configuring a Custom Field

Note

Spin-to-win forms are essentially popups, so the instructions below apply to both types of subscriber collection forms.

Once you've added the custom field to your form, you'll need to configure its settings. This process is the same whether the field was added to an existing step or as a new step.

To open the Custom field settings in the left sidebar, hover over the element and click it.

First, you need to decide whether the custom field will be mandatory. If you leave the Mandatory field toggle turned on, customers won't be able to skip the field and proceed to the next step without filling in the required information.

Next, go through each section in the Custom field settings to customize your field.

Setup

In this section, define the question you’ll ask your customers and specify the custom profile property that will be added to their profiles. For example, if you ask “What is your hair type?”, the property could be “hair_type”.

1. Under Custom field title, enter the question that will appear in the form.

2. From the Matching custom profile property drop-down, select the property that will be added to the customer’s profile. To create a new property, click Add new custom profile property and enter its name in the modal.

Selection type

In the Selection type section, choose how many answers customers can select:

• Single selection: Customers can select only one answer

• Multiple selection: Customers can select more than one answer

Choices

In the Choices section, you enter the possible answers and the values assigned to each:

1. In each answer card, under Choice name, type the answer as it will appear in the form, for example, “Straight”.

2. From the Property value drop-down, select the custom profile property value that will be assigned to the answer. For example, the value for “Straight” could be “hair_type_straight”. To create a new custom profile property value, click Add new custom profile property value and enter its name in the modal.

Important

Each custom profile property value is unique and can be used only once.

3. Click Add answer choice and repeat the two steps above to add more answers to your question.

Tip

You can rearrange the answers in the custom field by dragging and dropping the answer cards.

Present options as

In this section, you select how the answers will be formatted. You have the following options:

• For single selection: radio buttons, drop-down with radio buttons, and pills

  

• For multiple selection: checkboxes, drop-down with checkboxes, and pills

  

Choice style

In this section, you can format the text of your answers, including font size, font color, and selector color.

Tip

The selector color changes the border color of the radio buttons and the checkboxes depending on how you have decided to style your answers.

Custom field style

Here, you can format your question's text by choosing the font type, size, weight, and color.

Note

The font type you select in this section will be applied to both the question and the answers.

Once you finish configuring the custom field’s settings you can continue customizing your form or click Publish. To learn more about creating popups and spin–to-win forms, see Creating a Subscriber Collection Popup and Creating a Spin to Win Popup.

Using Custom Profile Properties in Flows

By default, each new popup or spin-to-win form triggers the creation of a welcome flow. However, if you add a custom field to your form, be it new or existing, this will not be reflected automatically in the respective flow. If you want to add a custom profile property as a condition in the flow, you need to do it manually.

1. In your Yotpo SMS & Email main menu, go to Flows > My flows.

2. Scroll to the list of created flows and click the one using your subscriber collection form.

3. In the flow builder, click Add step and select Add condition.

4. In the left sidebar, select Custom Profile Property from the drop-down.

5. Choose a property from the list.

6. Select the property value’s data type: string or number. Note that date and boolean data types are not supported in subscriber collection forms.

7. Select an operation, for example, “is equal to” or “contains”, and select the custom profile property value from the drop-down menu.

Using Custom Profile Properties in Segments

To use custom profile properties when creating segments:

1. In your Yotpo SMS & Email main menu, go to Audience > List & Segments.

2. Click Create audience.

3. Select Build manually and click Create audience.

4. Select Customer attributes from the filter drop-down and click Custom profile property.

5. Choose a custom profile property and select an operation.

6. Choose a value from the drop-down. Its data type will be automatically displayed in the next field.

Important

The list of values will populate after you collect data through a popup or a spin-to-win form. While you can add values manually, we strongly recommend waiting for them to populate through subscriber form submissions.