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Invitee Questions (Event) custom fields
Invitee Questions (Event) custom fields

Learn everything you need to know about how to create and manage Invitee questions from Tracking menu

Updated over a month ago

Invitee questions are the questions that are going to be displayed on your scheduler form, for the lead to fill out.

Event Custom fields, or custom Invitee Questions are actually secondary questions you can customize, and that will appear in the scheduler after the lead filled out the primary questions, such as phone number or email and name.

For Business/Enterprise plan accounts, all Invitee Questions will be saved as Event Custom Field, and available in Tracking menu.

This additional menu helps you with full overview of all created invitee questions, ensures you're not adding duplicates since previously saved custom questions can be used across all events.


On top of that, you can see data from Event Custom Fields in Global Data columns, to filter them and analyze your data in more detail.


Overview

Navigate to Tracking → Event Custom Fields and check out the information you'll be able to see on the screen:

  1. Invitee question

  2. Is the Invitee Question assigned to any of your Events

    1. If YES, it will show the name of the primary event
      with additional number of events the question has been used in
      ​

    2. if NO, the column will remain empty

  3. Field format type
    (see the full list of field types in the section below)

  4. Date when the field has been created

  5. Use Count refers to number of times the field has been used

  6. Merge field option, for removing duplicates while keeping the data collected

  7. Edit field option for updating all information inside the field, except the field type

Alternatively you can create Custom Invitee Questions from the Event Builder → Invitee Questions section, but we highly recommend creating them in Tracking menu, where you can see already created fields, which will help you avoid creating duplicates.

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 most of the issues, by removing duplicated entries, while keeping all data in place.

Available field formats

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 multiple selections if needed, such as services of interest
​

Radio button

allows the user to choose only one of a predefined 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

Visual overview of all field types in scheduler form

How to create Invitee Custom Question?

  1. Navigate to Tracking → Event Custom Fields and click on the "New Event Custom Field" button

  2. New window will open from which you can select Field format type

  3. Once you select it, add Field name

  4. If field types are Checkbox or Radio buttons, you will be able to Name the options which leads will see and select from in scheduler

    1. Add up to 10 options

How to edit Invitee Custom Question?

  1. Navigate to Tracking → Event Custom Fields and locate the question you'd like to edit

  2. click on the "Pencil" button on the far right of your screen

  3. New window will open from which you can edit

    1. Field name

    2. Field options name or to hide them

  4. 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."

  5. 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?

  1. Navigate to AI Scheduler → Events and choose between:

    1. Editing an existing event, by clicking on it to open Event Builder or

    2. 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.

  2. Navigate to Invitee Questions section

  3. Click on "Add new question" button

  4. Select question field format first

  5. 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)

  6. Select available previously created questions

  7. Add by clicking on the "Add question" button

Check out how your scheduler form looks now, by clicking on the "View booking page" button on top.

Learn More

Related Articles
Introduction to Tracking
How to add a custom contact field in Global Data?
Invitee Questions
Contacts section
Contact Custom fields explained
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