Organization administrators are able to add custom petition signature fields to individual petitions. These custom fields allow organizations to collect information that's specific to a single petition – maybe you want to know if signers work for the company the petition is targeting, or you'd like to know which city library they most often attend when the petition is trying to stop cuts to the library system. With custom fields, you can collect that information and help strengthen your campaign.
For organizations using Blue State Digital, we can automatically sync custom field responses with BSD. After you've prepared your BSD instance to accept custom fields, you'll need to do some additional customization at the petition level.
Begin by going to the petition's admin settings page (petition's signature page --> admin --> admin settings) and clicking to add a custom field.
Enter a short name for this custom field. This will not be publicly visible, but will be used in the BSD-side setup, so make note of the short name. Choose the type of custom field and enter the label. The label is the text that will be shown to petition signers. Click to add the custom field and you'll be returned to the petition's admin settings page. If you didn't note the field's short name, it will be displayed in the list of custom fields (in the "slug" column).
Before leaving this page, also note the petition's slug, which may be different than its current title. (The petition slug is the hyphenated string of words displayed between petitions/ and /settings in your address bar.
Now go to your BSD instance. From the left sidebar of your dashboard, click to Manage signup forms. Begin entering the petition slug into the filter box to quickly find the corresponding signup page.
Once you've located the correct signup form, click the edit button. This will bring you to the first of two edit pages. Click the link in the top-left of this page to go to Step 2.
On the Step 2 page bypass the Standard Fields and Custom Constituent Fields and go to the Custom Signup Form Fields. In this section, click to "Add New Custom Signup Form Field."
In the "Field Label" box, enter the short name / slug of the custom field you added to the petition on the ControlShift platform. Note that the short name / slug and Field Label must match. Next choose the appropriate Field Type. If the custom field on the petition signature form is a checkbox, choose the "Single Checkbox" option. If it's a text field, choose "Text Field." Once you make a Field Type selection, a few additional options will appear. You can keep the default settings, except for the "Required Field" option, which should be set to No.
Once you've entered the above information, click to Save the new field. Responses to that field will now be saved in BSD.
Note that for each time you add a custom field to a petition, you'll need to add that custom field in BSD.
Signatures that include responses to custom fields will be part of the Custom Signup Form Field constituent group.
When searching based on the Custom Signup Form Field, the petition's that you've added custom fields to will show up in the dropdown. If you've added more than one custom field to a petition, you'll be able to choose which field you want to use as the basis for the cons group.
When you view the constituent record for someone who has interacted with a custom field, their responses will be included in the Custom Fields tab.
We hope that you'll find custom fields useful in your campaigning. If you have any questions or feedback about this feature, please send us an email to firstname.lastname@example.org.