1. Help & Learning
  2. Customizing Fundraiser Settings & Design

How to Add Custom Fields to your Checkout

This article explains how to collect additional information from your purchasers by adding custom fields to the checkout experience.

Not sure if you should be asking for consent to send out Commercial Electronic Message(CEM)? Check this link out to learn more about Canada's Anti-Spam Law (CASL).

Adding Custom Fields

  • From your Fundraiser Builder, navigate to Custom Fields in the sidebar.

  • Click Custom Field List, then select Add Custom Field to create a new one.

  • Enter your Field Title and choose a Field Type.

Available field types:

  • Text – single-line free text

  • Paragraph – multi-line free text

  • Radio Buttons – select one option

  • Checkboxes – select multiple options

  • Attachment with Checkbox – uploadable file with checkbox (often used for waivers or acknowledgments)

  • Drop-Down Selector – select one from a dropdown

  • File Upload – donors can upload a file or image

Note: Custom fields do not support hyperlinks.

  • Choose which purchasables the custom field applies to:

    • Event Tickets

    • Donations

    • Items for Sale

Custom fields cannot be applied to:

  • Raffle Tickets

  • Auction Items

  • Specific Donation Options

 

For Event Tickets, choose whether the field applies to the Ticket Purchaser or each Ticket Holder: If you allow donors to skip assigning tickets during checkout, required fields for ticket holders will also be skipped at that time. The field will be required once they complete their ticket assignment later.

  • Ticket Purchaser: Field appears during Contact Info step of checkout.

  • Ticket Holder: Field appears during the Assign Tickets step.
    Purchasers can update responses anytime from their My Tickets dashboard.

  • Click Save and then Publish Changes.

Frequently Asked Questions

  • What if I need a ticket holder field answered during checkout?
    Disable Allow Purchasers to Skip Assigning Tickets under Fundraiser Settings > Checkout Options
  • Can I create a custom field that applies to all purchases?
    No. You must assign custom fields to specific ticket types, donation options, or sale items.
  • Can I apply a field to both a ticket purchaser and a ticket holder?
    Not with the same field. You'll need to create two separate custom fields—one for the purchaser, one for the ticket holder.
  • Can I re-order my custom fields?
    Not at this time. This is something we're exploring for future releases.
  • How can I collect t-shirt sizes for Items for Sale?
    Create a custom field for your t-shirt item. For example:
    "What is your t-shirt size? (If purchasing multiple, list all sizes.)"
  • How can I collect donor prefixes?
    Use a custom dropdown field with options like Mr., Ms., Dr., etc. If applied to the ticket purchaser, it will appear below their contact information.
  • Do I need to ask for consent to send out Commercial Electronic Messages (CEM) in Canada?
    Check this link out to learn more about Canada's Anti-Spam Law (CASL).

 

Need Help?

Did this answer your question? If not, feel free to reach out to our Product Engagement Team via the blue chat icon or email support@trellis.org.