Using Custom Fields and Custom Forms

Every business is different, and so is the info you need to track. That’s where  Custom Fields and Custom Forms come in — giving you the power to collect and organize contact data that’s completely tailored to your workflow.

This article covers:

• What custom fields are and how to use them
• How to build and deploy forms for signups, events, and lead capture
• Best practices and tips

🧠 What Are Custom Fields?

Custom fields allow you to track extra information about a contact that Happy Grasshopper doesn’t collect by default. Think of them like add-ons to the standard contact record.

Examples include:

• Anniversary dates (different from closing dates)
• Price ranges
• Favorite team, dog’s name, or any other personal info

🛠️ How to Create a Custom Field

1. Go to Custom Tools > Custom Fields
2. Click “Create Field”
3. Give your field a name and choose the data type:
   • Text
   • Date
   • Number
   • Dropdown
   • Color, etc.
4. Click Save

Once saved, this field becomes available in the backend of your contact records.

✍️ How to Use a Custom Field

Since custom fields aren’t included in bulk uploads, you’ll need to manually add values:

1. Go to the Contacts tab
2. Click on a contact and choose Edit
3. Scroll to the Custom Fields section
4. Fill in the relevant info and click Save

Repeat for any contacts you want to update. You can create as many custom fields as needed!

📋 What Are Custom Forms?

Custom forms are  fillable digital forms you can use for things like:

• Open houses
• Networking events
• Lead capture

  Once submitted, the contact data is instantly added to your Happy Grasshopper account.

✨ How to Create a Form

1. Navigate to Custom Tools > Custom Forms
2. Click “Create Form”
3. Name your form (e.g., “Open House – June 2025”)
4. Click Save

You’ll then be able to:

• Add a logo or header text
• Customize which fields to show
• Choose which tags or audience are applied automatically (e.g., “Open House Lead”)

📱 How to Use a Form

When you’re ready to go live:

1. Click “Use Form”
2. It opens in full-screen mode — perfect for tablets or laptops at events
3. When someone fills out and submits the form:
   • Their contact record is created automatically
   • Tags/audiences are applied instantly
   • The form resets for the next person — no need to refresh

No one will see Happy Grasshopper branding unless they’re logged in as a user.

♻️ Managing Forms

• You can create as many forms as you want
• Delete duplicates or outdated ones with one click
• Great for managing events, lead sources, or even internal contact tracking

💡 Pro Tip: Combine custom fields + forms + tags to create highly personalized, automation-ready workflows that fit your exact business needs.

Happy Sending!