Custom fields let you collect additional info in your payment forms. You can add as many as you want for all four plan types.
How do I add custom fields?
In the plan creation or edit screen, you will see a toggle to switch on custom fields. Switch this on to see additional options. You can configure each custom field to have only the label, or add an optional description and placeholder text. Custom fields are optional by default but you can make them required if you prefer.
What will customers see when I add custom fields?
Your customers will see these fields in the payment form along with the required email, name and card number fields. Here's an example:
Custom fields also automatically adjust how they look based on whether you've only added a label, or a label, description, and placeholder text.
Where does the data from custom fields go?
Answers to custom fields are visible to you and other logged in admins via the customer summary page (accessed via the "i" icon on the customers page in your Paythen dashboard).
Here's an example of what you and other logged in admins will see:
When your customers view this same summary page as non-logged in users, they will not see this entire "Additional info" section.
What type of custom fields can I create?
Currently, you can only add text input custom fields. You can make them required or optional. In a future update, we will add drop-downs, multiple choice questions and more. If you need these field types, click on the chat icon and let us know – this helps us better prioritize.
Hidden custom fields for tracking only
You can use custom fields to collect additional information from customers – but you can also use them for advanced tracking - eg: for UTM tags, or any other parameters you want to pass via the URL. Just switch ON the "Make this invisible" toggle for that field.
This will let you better track your marketing activities or any other fields that customers don't need to input but you want to include and track. Hidden custom fields also get sent to Stripe as metadata, just like visible ones.
Can I add custom fields on Paythen templates used for eCommerce or with third-party tools?
Yes. Add custom fields just like on plans when creating or editing your template. This will generate field IDs on the plan summary page. When using the template to create plans, you can also pass pre-filled values via url parameters using these custom field IDs that were generated when you created the template. This is useful if you're using hidden custom fields for tracking and analytics, or if you want to pre-fill any visible custom fields. This is optional. Any visible custom fields you've added in your template will get created and automatically show for your customers on their payment plan page.
Can I send custom fields data into other systems, like my CRM?
Yes you can! With our Zapier app, you can send custom fields and all customer data to your CRM, Slack, Teams, or any of 6,000+ apps on Zapier. You can even send data to your own app or other system that isn't on Zapier using Zapier's webhooks app.
Can I change a customer's answers to custom fields?
No. Currently you can only view answers to custom fields that your customers provided on the payment page. You can't change these answers. We will be adding the ability to update and edit custom field answers in a future update. In the meantime, the Paythen team can help you do this – just reach out to us via the chat icon.
The Paythen team is here to answer any questions or feedback you might have. We'd love to hear from you.