Available field types
| Type | Input shown to user | Default CRM mapping |
|---|---|---|
| Text | Single-line text box | Contact: First name |
| Email address input | Contact: Email address | |
| Phone | Phone number input | Contact: Phone number |
| Textarea | Multi-line text box | Touchpoint: Notes |
| Amount | Currency amount | Payment: Amount |
| Checkbox | Tick box (yes/no) | None |
| Dropdown | Select from a list of options | None |
| Address | Structured address input | Contact: Address |
| Date | Date picker | None |
| Hidden | Not shown to the user | None |
CRM mapping options
Each field can be mapped to one of the following:
Contact fields
- First name
- Last name
- Email address
- Phone number
- Address
Touchpoint fields
- Notes
Payment fields
- Amount
Fields with no mapping are captured in the submission record but do not update any CRM records.
Notes on specific types
Amount — Displays a currency input. You can optionally configure preset amounts for the user to choose from (e.g. £10, £25, £50).
Dropdown — Requires a list of options to be defined in the field properties panel.
Hidden — Stores a fixed value that is submitted silently without being shown to the user. Useful for tagging submissions with a source or campaign identifier.