Custom Fields in Clava: A Guide to Collecting Additional Marketing Customer Information (Non Waiver info)
Clava allows you to gather additional details from your customers beyond the basic information a waiver on customer account creation provides. These custom fields come in handy for various purposes, such as understanding how members found your organisation, their experience level, or accessing their information for marketing purposes.
Accessing Custom Fields:
Navigate to Settings > Custom Fields.
Default Field Groups:
Clava offers a few pre-set field groups you cannot delete but can customize by adding additional fields. These include:
Age Groups: (Covered in Custom Fields in Clava guide) Restricts classes and memberships based on age.
Competency Management: Manages check-in permissions for members.
Self check-on permissions: Choose your preferred check-in permissions
This guide covers the use case of capturing the customers email address for marketing purposes. For a report on this information navigate to: Analytics > Reports > Customers > Custom fields, for more information, see the “Help guide Reports”
Creating a New Custom Field Group:
Go to Settings > Custom Fields.
Click "Create new group +".
Give the group a name (e.g., "Email Marketing Capture") and an optional description.
Click "Save".
Setting Up Custom Fields:
Once you have created a group you can now add the required fields to your group.
Click the name or gear icon of the new group and select "Edit".
Click "Create new Field +".
Name the field (e.g., "newsletter subscription?") and add an optional description (e.g., Would you like to hear from us?).
Choose visibility and edit-ability options:
Visible to members: Controls if the field appears on the member's profile for them to complete.
Editable by members: Determines if members can add or modify the information.
Select the field type:
Single line text: Suitable for capturing short information like phone numbers.
Multi-line text: Ideal for capturing longer descriptions.
Calendar: Enables a date picker for capturing relevant dates.
Toggle: A switch for enabling/disabling options.
Drop down single select: Allows members to choose one option from a list.
Drop down multi select: Lets members select multiple options from a list.
Click "Save" to add the new field.
Repeat steps 2-6 to create additional fields within the group.
Reminder. if you select Visible to members the information in the Field and Description will be public facing.
Viewing Custom Fields:
The newly created custom field will now be visible on member profiles for both admins and members to view and edit (based on permissions).
Depending on your permissions, the customer may have to fill out the details before accessing their account or making a booking allowing you effective data capture.
