Add Custom Questions to your Sign Up

This video will show you how to add custom questions to your sign up. Some common examples are: "T-shirt size", "Childcare needed?", "Dish you're bringing". You can add Text Questions, Dropdowns, Checkboxes, and even descriptive text, terms or links.

Video Transcript:

0:00 When you're creating a sign-up form, sometimes you need to collect additional information. Or maybe you need a field trip waiver or a media waiver associated with your sign-up form. 0:11 Or you need to ensure that somebody has read and agreed to certain terms. We, Loan, makes it very easy to collect this additional information using custom questions. 0:22 There are two different ways to set up custom questions. The first and most basic way is every sign-up form, by default, has a message field set up for those respondents who sign up. 0:34 This is a non-required field that people can fill out when they sign up. And that field, by default, looks like this. 0:43 You can see that the person is just signing up with their name, and their email, or their phone number. But then they there is a message field here. 0:50 And they, it's not required, but they can submit all sorts of information in that field. You can actually customize the default name of that field. 0:58 We do that by Edit, Settings, scroll down to our Customization section, and you can see here there's a setting called Custom Message. 1:07 We turn on Custom Message, and then we could insert something like, Your Child's Name. And that will appear. Now, we click Done, and now when somebody goes to sign up, you'll notice that instead of Message, it says, Your Child's Name. 1:26 So that's one way to do it, and that, you can do that, uh, in very basic way. But we can also create custom questions so again we're in Settings, and these are more advanced custom questions. 1:41 So we click on Custom Question, we turn on, and we're given the Custom Question Editor. There are four different types of questions or information that you can put in. 1:52 You can put just a simple text description, which might say something like, this is the example assembly talk, and this text description section, you might put a field trip waiver or a number of things there, but you can actually, or you just create, if you have a number of custom questions, you might 2:14 use this to create different sections. But then we can set up different questions. So you can have a text field, which is similar to the message field. 2:24 can put child's name, or we can do a drop down menu. So t-shirt size, and then we add our drop down options. 2:34 So I'll do small, medium, and large. We also can do a check box. And this check box might be something like, I've read and agreed to the media release waiver. 2:53 So you notice I have it set up. I can edit. I can reorder these. Simply by dragging and dropping over here on the left side. 3:04 I also can set certain questions to be required or not. So this red asterisk that's next to the main question field can be toggled on and off by tapping or clicking on it. 3:19 So I'll turn off the media release waiver. I'll leave all this. So I click done. That takes me out of the custom question editor, back on the settings here. 3:31 I scroll to the top or the bottom and I click done. And now when someone goes to sign up, you'll notice that they not only have the normal sign up, but there's a details section. 3:42 And so they might enter their information to sign up on your form, then they click continue and they're led to this detail. 3:49 So you'll notice that the, uh, text section is at the top. The checkbox is there and it's not required. 4:00 The t-shirt t-shirt size here. So I start to fill it out and I hit send and, oh, I didn't enter my child's name because it's a required field. 4:08 I'm prompted to do that. I submit it. Now, how can you access this information that people have just shared with you? Well, much like you access other responses to your form, you click on results. 4:22 You can click to expand and it will create a new in the results view. It's a bit more of a condensed vision of it, but if you go to print export, you have the option to export as a CSV or print this. 4:36 And you'll notice that the different fields of your custom questions are now in different columns.