Understanding Custom Fields for Your Contacts
Custom fields allow you to collect specific, tailored information from your customers beyond the standard contact details. These fields are versatile and can be used across your Durable platform, including your website's contact form, to ensure you gather all necessary data for your business operations.
You can manage and create custom fields from your main dashboard by navigating to the Customers section and looking for the Settings option. Any custom fields you've already created there will be available to add to your contact form.
To learn about creating custom fields refer to this article.
Access Your Website's Contact Page
From your Durable dashboard, click Website in the left-hand navigation menu.
In the website editor, locate the page dropdown menu (it might say Page: Home or another page name). Click on it and select your Contact page (or whichever page your contact form is located on).
Open the Contact Form Editor
Scroll down your Contact page until you locate the contact form section.
Hover your mouse over the contact form. An Edit contact form button will appear. Click this button.
Add Existing Custom Fields to Your Form
Once the Contact form modal appears, you can begin adding your custom fields:
In the Contact form menu, find the 'Form fields' section and click Edit next to it. This will open the Form fields editor.
Click the + Add custom button.
The Field selector modal will display a list of all your existing custom fields (e.g., "Project Type," "Preferred Service Date," "How did you hear about us?").
For each custom field you want to add to your form, click the Use button next to its name.
After clicking Use, a new Form field modal will open for that specific custom field. Here, you can:
Review the Label and Type of the field.
(Optional) Toggle the Required switch to make this field mandatory for visitors to fill out before submitting the form.
Click Done (or Save) to confirm the settings for that custom field.
Repeat steps 2-6 for every additional custom field you wish to include in your contact form.
Configure Standard Form Fields (Optional)
While in the Form fields editor, you can also adjust standard fields:
Add standard fields: Click + Add phone to include a phone number field. You can then set it as 'Required' if needed.
Edit existing standard fields: Click the pencil (edit) icon next to fields like 'Name' or 'Email'. You can change their display Label or toggle their 'Always required' status.
Remove fields: If there's a field you no longer need, click the trashcan icon next to it to remove it from your form.
Review and Publish Your Contact Form
After you've added and configured all your desired custom and standard fields:
Click Done in the Form fields modal to close the field editor.
Finally, click the Publish button located in the top right corner of the website editor. This action will make your updated contact form, complete with all new fields, live on your website.
By adding custom fields, your website's contact form will be better equipped to gather the specific information you need from your visitors, streamlining your intake process and ensuring you have all the details to serve your customers effectively.