Collecting meaningful information from your customers through forms is essential for running your small business effectively. Now, you can gather more than just names and emails — by capturing a variety of custom field types, you get a fuller picture of your customers’ needs and preferences.

📌 Why This Matters

Many businesses rely on simple forms that only get basic details, which can limit how well you understand and connect with your customers. Being able to capture different types of information — like selections, ratings, dates, or even file uploads — helps you personalize service, tailor marketing efforts, and keep better records. This improved form tracking makes your data more useful and your customer communications smarter.

✨ What’s New

• Custom Field Capture: You can now collect a wide variety of field types including single and multi-line text, dropdowns, checkboxes, ratings, numbers, dates, file uploads (metadata only), and more.
• Smarter Field Mapping: The system automatically matches form fields to your existing contact properties or recognizes new ones to keep your data organized.
• Better Data Handling: Your data is stored with an awareness of the type — whether it’s text, number, choices, or files — helping you use it consistently in follow-ups or other business tasks.

🛠️ How to Use It

1. Step 1: Create or update your customer forms to include the types of fields you want—like text boxes, dropdown menus, or rating stars.
2. Step 2: Make sure each field is visible on the form and has a clear, unique name to ensure it’s properly captured.
3. Step 3: Use your customer management system to review the captured data and verify that each field is correctly mapped to your contact records.
4. Step 4: Use the gathered data to better segment your customers, tailor your messaging, or track specific customer information relevant to your business.

💡 Pro Tip

By gathering detailed information through custom form fields, you can create more personalized offers that directly address your customers’ needs, helping turn inquiries into paying customers faster.