Using Custom Fields in Mautic forms

You can use forms to populate Custom Fields for contacts and companies.

Steps

1. Navigate to the Admin menu in Mautic by clicking the cogwheel in the upper right-hand side.
2. Access the Custom Fields page to view existing fields.
3. Create a custom field:
   • Click "New" to create a new custom field.
   • Define the field's label, data type, and group (e.g., Contact or Company).
   • Save the custom field.
4. Now go to Components > Forms and click New to create a new form.
5. Select the type of form you wish to create.
6. Enter the Fields tab
7. Add the adequate field to your form by selecting it from the available fields type.
8. On the opened window, enter the Contact Field tab and select the Custom Field you want users to fill when submitting the form
9. Configure the form by setting up details, field options, and other properties as necessary.

Success

Minimize the number of fields to improve form submission rates.

Results

• A new custom field is created.
• The custom field is available for use in forms.
• The form with the associated custom field is configured and ready to be deployed on web pages.

Info

If any of the steps are unavailable, ensure you have the necessary permissions on the platform or check if the Custom Field is available for use in its settings.

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