The Invitee questions (also known as Event custom fields) are the questions that will be displayed on your scheduler form, for your leads to answer before they are able to schedule a call.
Event custom fields, or custom Invitee questions are actually secondary questions on your form, that you can customize, and that will appear only once the lead fills out the primary questions, such as phone number or email and name.
Business and Enterprise subscription plan users will have additional menu for storing and tracking of all Invitee questions as Event custom fields in Tracking menu.
This additional menu provides you the full overview of all created invitee questions, that will help you to avoid creating duplicates, and as end result, keep your stats accurate.
On top of that, you will be able to utilize data from Event custom fields in the
Global Data columns, to apply filters on it and analyze your data in more detail.
Tracking - Event custom fields overview
Once you enter Tracking → Event Custom Fields page, you will be able to see following data and options:
Invitee question name
Is the Invitee question assigned to any of your events
Field format type
(see the full list of field types in the section below)Date when the field has been created
Use count refers to the number of times the question has been added to events
Merge field option, for removing duplicates while keeping the data in place
Edit field option for updating all information inside the field, except the format
Alternatively, you can create Custom invitee questions in the Event builder, within the Invitee Questions section, but if you're a Business/Enterprise subscription plan user, we highly recommend creating them in the Tracking menu.
Important Notes
Tracking → Custom fields is accessible to Super Admin and Sales Manager roles by default.
Also, kindly note that there's no "delete custom field" option, since it's important to keep all of your historical data intact. Merging duplicates solves all potentially duplicated entries, while keeping all data in place.
Available field formats
Available field formats
Visual overview of all field types in scheduler form
Short text
Perfect for brief responses, such as job titles or education information.
Long text
Excellent for for detailed inputs like project descriptions.
Checkbox
For for multiple selection options, such as services of interest
Radio button
Single selection format field, that allows the user to choose only one of a predefined answers (options) set of mutually exclusive options. Good for for single-choice queries, such as selecting company size → “10-50 employees”
Date and time
for capturing specific dates and times (e.g. when was the last time you've used certain product type)
Number
Good for numeric inputs such as years of experience or team sizes
How to create an Invitee custom question?
Navigate to Tracking → Event Custom Fields and click on the "New Event Custom Field" button
New window will open from which you can select Field format type
Once you select it, add Field name
How to edit anInvitee custom question?
Navigate to Tracking → Event Custom Fields and locate the question you'd like to edit
click on the "Pencil" button on the far right of your screen
New window will open from which you can edit
Field name
Field options name or to hide them
Once you're done with editing, you'd need to confirm you're agreeing to changes that will affect all events the custom question has been added to
"I agree that this change will be applied to each event where this custom filed is being used."
As soon as the confirmation checkbox is marked, you'll be able to finish editing by clicking on the "Edit field" button
How to include already created custom questions into event Invitee questions form?
Navigate to AI Scheduler → Events and choose between:
Editing an existing event, by clicking on it to open Event Builder or
Creating new event from scratch
In case you choose this option, you'd need to complete Event Details and Host details first, before being able to access Invitee Questions section.
Select Invitee Questions section
Click on "Add new question" button
Select question field format first
Click on the Question box for already created Custom questions to appear
Kindly note that available custom questions for selection will appear according to the question field format selected (see step #4)
Select previously created questions and add by clicking on the "Add question" button
Once you're done, check out how your form looks by clicking on the "View booking page" button on top.