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.

The Custom Field feature on Trellis allows you to add various types of custom fields to appear during checkout, or when assigning event tickets. This is handy for when you want to ask questions such as meal choice, or ask about specific activities or considerations related to your event.

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 – downloadable 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

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.

• Choose which fundraising driver the custom field applies to:

  • Event Tickets

  • Donations

  • Items for Sale

• For Event Tickets, choose whether the field applies to the Ticket Purchaser or each Ticket Holder.
  

  • Ticket Purchaser: Only the purchaser is asked to complete this field. This appears under Step 1: Contact Info in the checkout.

  • Ticket Holder: The field appears for each ticket holder. This appears during Step 2: Assign Tickets in the checkout. Purchasers and ticket holders can update responses after purchase from My Tickets in their account. Answers can also be edited by the organization from the Check-In Tool.

• Click Save and then Publish Changes.

Frequently Asked Questions

Why are required ticket holder custom fields being skipped during purchase?

By default, purchasers to skip assigning all ticket holders during purchase, which includes required custom fields. This enables a better purchasing experience, especially if you are selling tickets far in advance. If you want to disable this, go to Fundraiser Settings > Checkout Options and disable Allow Purchasers to Skip Assigning Tickets.

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 include a hyperlink in a custom field?

No, it is not possible to include a hyperlink in a custom field title or description.

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 the future.

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.

Where do the files/images from the File Uploader custom field appear?

The files uploaded from this custom field will appear under checkout results. Go to the Dashboard > Results > All Transactions. View a checkout's details. From this page, there's a link to download the uploaded file.

At this time, there's no way to download all files, this is something we are considering for the future.

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).

Do custom field responses sync into RE NXT if we are using your integration?

Only custom fields connected to Event Tickets sync into RE NXT at this time. These responses will appear on the participant record, so you will need to be using the Events module in RE NXT. Any custom fields that are asked for items or donations do not sync into RE NXT.