As a school administrator, gathering comprehensive information about your users during the sign-up process is crucial. Besides the essential fields such as Email, Username, and Password, LearnWorlds also offers the ability to create custom sign-up fields. Custom fields are important because they allow you to collect specific information tailored to your institution's needs, enabling a more personalized and efficient user experience.
In this article, we will explore how to create custom fields and examine some practical use cases for their implementation.
Add Custom Sign-Up fields
Click on Website Settings → Authentication → LearnWorlds, and click on Add field under Custom signup fields to create the custom fields.
In the side menu, you can start creating the custom Sign-up field by choosing a Title, changing the Field Status (Active, Required), and the unique data key.
Notes:
- A Data key is a single word of Latin characters that uniquely identifies the field. If the auto tag is enabled for the Dropdown, Checkbox, and Radio button types of fields, as well as for other internal operations, it is used as a prefix for the user value.
- You can re-order the custom fields by moving them up or down:
- Custom sign-up fields are available as variables in the variables dropdown menu in User Automations, Website Builder, School emails.
Types of Custom Field Options
Text input
1. You can set the input placeholder to show a text when the field is empty.
2. You can set a default value for the sign-up field if needed.
3. Set the maximum input of the character limit.
4. You can enable validation constraints for the field.
You can choose from several types of constraint rules, such as Alphanumeric, Numbers, Telephone, Email, URL, and Custom.
If you wish, you can also add a custom regular expression that you've created. For more information on what they are and how to create them, you can check here.
You can also set a constraint fail error message if the constraint validation fails:
Click on Add, enable the custom field, and save your changes on your Sign in/up page.
Dropdown
1. You can set all of the possible options for the user to choose from (each on a new line)
2. You can set the input’s placeholder. This is a pseudo-placeholder. Write a text that will appear as the pre-selected first option of the dropdown, which will be disabled.
3. Set a default value for the specific custom field, if needed.
4. Choose whether you wish to add the user’s input as a tag to the user’s profile.
Click on Add, enable the custom field, and save your changes on your Sign in/up page.
Checkbox
1. You can choose the text label of your Checkbox field.
2. Set a default value for the sign-up field (if one is needed).
3. Choose whether you wish to add the user’s input as a tag to the user’s profile.
Click on Add, enable the custom field, and save your changes on your Sign in/up page.
Radio buttons
1. You can set up all of the radio button options for the user to choose from (each on a new line)
2. Set a default value for the specific custom field, if needed.
3. Choose whether you wish to add the user’s input as a tag to the user’s profile.
Click on Add, enable the custom field, and save your changes on your Sign in/up page.
Date
1. You can set the input’s placeholder (text to show when the field is empty).
2. Click on Add, enable the custom field, and save your changes on your Sign in/up/out page.
3. In the Signup form, dates go 90 years into the past. If you wish to go even further back, click the oldest date, and the previous date options will appear (For the Payment Section, in case you choose to show the Custom Sign-up fields, the dates will go back 100 years to the past. If you wish to go even further back, click on the oldest date, and the previous date options will appear).
Use Cases
Custom sign-up fields are useful when it comes to gathering more information that may prove useful for your school's management, services, and further user segmentation. As a school administrator, you probably would like to gather some extra relevant information about your users when they sign up besides the Email, Username, and Password (which are required fields).
- You may want to know your users' birthdays to provide them with a birthday coupon they can redeem on their birthdays!
- You can extract further information to categorize your users into smaller groups and send targeted material to them through newsletters. Information such as gender, age group, or profession can help segment your groups.
- Requesting the user's address can also help ship physical products. Otherwise, you can create a form if you don't wish to request this upfront during the sign-up process.
In general, we suggest not overwhelming the users by requesting much information during the sign-up process rather than the essential information. You can always request more information later through our Marketing Forms.
The Custom Sign-up Fields are not available in the Mobile Apps.