Custom fields let you collect additional information from customers alongside their testimonials.

Beyond the default fields (Full Name, Email, Company, Job Title), you can add any fields relevant to your business.

Default Fields

Every form comes with these built-in fields:

You can toggle default fields on/off, make them required or optional, and reorder them.

Adding a Custom Field

1. Open your form in the editor
2. Navigate to the Fields section
3. Click Add Field
4. Configure the field:
   • Label — What customers see (e.g., "How long have you been using our product?")
   • Field Key — Internal identifier for data organization (e.g., usage_duration)
   • Type — Choose from the available field types
   • Required/Optional — Whether the field must be filled in to submit
   • Default Value — Pre-populate the field (optional)

Field Types

Text

A single-line text input. Use for short answers like names, locations, or brief descriptions.

- Example: "Your website URL", "City", "Product you purchased"

Email

An email address field with built-in validation. Ensures the customer enters a properly formatted email.

- Example: "Work email", "Contact email"

Phone

A phone number input. Accepts various phone number formats.

- Example: "Phone number", "WhatsApp number"

Number

A numeric input that only accepts numbers. Use for quantities, scores, or numeric data.

- Example: "Years as a customer", "Team size", "Revenue increase (%)"

Dropdown

A select menu with predefined options. Customers pick one option from the list.

- Example: "Which plan are you on?" with options: Free, Pro, Business

- Example: "How did you hear about us?" with options: Google, Twitter, Friend, Other

Checkbox

A yes/no toggle. Use for binary questions or consent.

- Example: "Would you recommend us to a friend?"

- Example: "Can we use your testimonial in marketing?"

Field Options

Required vs. Optional

- Required fields must be filled in before the form can be submitted. A validation message appears if a customer tries to submit without completing a required field.

- Optional fields can be left blank. Use this for "nice to have" information that shouldn't block submissions.

Tip: Keep required fields to a minimum. Every required field adds friction and reduces your conversion rate. Only require what you truly need.

Locked Fields

Locked fields are read-only — the customer can see the value but cannot change it. This is useful when you pre-fill information:

• Pre-fill a customer's name and email from your CRM link
• Lock the product name for product-specific forms

Default Values

Set a value that appears pre-filled in the field. Customers can change it (unless the field is locked).

• Pre-fill country based on your audience
• Set a default product name

Best Practices

Keep It Short

The more fields you add, the lower your submission rate. For most use cases, 3-5 fields total (including default fields) is the sweet spot.

Prioritize What's Visible

Think about which fields will appear alongside testimonials in your embeds. Name and company are commonly displayed. Job title adds credibility for B2B testimonials.

Use Dropdowns for Segmentation

If you want to segment testimonials later (e.g., by product, plan, or use case), add a dropdown field. This makes it easy to filter testimonials in your embeds by form or manually by reviewing submissions.

Make Contact Fields Optional

Unless you need to follow up with every respondent, make email and phone optional. Requiring contact info can deter submissions from customers who value privacy.