Add custom fields to a form

A testimonial is more useful when you know who said it and about what. Custom fields let you collect that alongside the review, without turning the form into a survey.

Create a field

1. Open Custom fields under Forms.
2. Add a field and give it a label the customer will understand — this is shown to them.
3. Choose whether it is required.
4. Add it to the forms that should ask for it.

What is worth asking

Ask only for what changes how you use the testimonial:

• Role and company — makes a B2B quote credible.
• Product or service — lets you show relevant proof on the matching page.
• Location or branch — useful when you have several.

Keep it short

Every field is another reason to abandon the form. If completion rate drops after adding fields, that is the cause — the number is on each form's card. Two optional fields is usually the ceiling before it starts costing you replies.

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Related

• Create your first collection form
• Organise testimonials with tags