Form and survey field types

Modified on Sat, May 16 at 6:24 PM

Contact and Registration Forms and Surveys

Form and survey field types

Quick answer: Forms and surveys share the same field types — text inputs, dropdowns, checkboxes, file uploads, signatures, and more. Each has settings for label, required, help text, and how it maps to a contact field.

Text-style inputs

Field	What it accepts	Common use
Single Line	One line of text.	Name, short answer, free-form question.
Multi Line	Multiple lines of text.	Message, question, comments.
Email	Validates as an email address.	Email field. Standard contact field — maps automatically.
Phone	Validates as a phone number.	Phone field. Standard contact field — maps automatically.
URL	Validates as a web URL.	Rare — link to a portfolio or website.

Numeric and date inputs

Field	What it accepts	Common use
Number	Numeric only, with optional min/max.	Age, number of children, quantity.
Monetary	Numeric with currency formatting.	Donation amount, budget question.
Score	Numeric value used for scoring logic.	Self-rating ("How would you rate your interest?").
Date Picker	A calendar date picker.	Child's date of birth, preferred tour date, event date.

Choice inputs

Field	What it accepts	Common use
Dropdown (Single)	One choice from a dropdown.	Grade level, program, lead source.
Dropdown (Multi)	Multiple choices from a dropdown.	Multiple programs of interest, languages spoken.
Radio Select	One choice, shown as a list of buttons.	Yes/No, short choice lists.
Checkbox	Multiple selections from a list.	Topics of interest, available days for events.
Terms & Conditions	A single yes/no acknowledgement.	"I agree to the privacy policy."

Special inputs

Field	What it accepts	Common use
File Upload	PDF, image, or document upload.	Application materials, photos, resumes.
Signature	Drawn or typed signature.	Agreements, releases, acknowledgements.
Address	A multi-part address field with auto-complete.	Street, city, state, ZIP. Maps to standard address fields.
Rating	Star or number-based rating selector.	Feedback, "How likely are you to recommend us?"

Display-only elements

These don't collect data — they structure the form so it's readable.

Text — paragraph or instruction text shown to the visitor.
HTML — embed custom HTML for advanced layouts.
Image — display an image inline.
Header / Section — visual dividers and titles.

Field-level options

Every input field has these common settings:

Label — what the visitor sees as the question.
Placeholder — gray text inside the input that disappears when the visitor types.
Help text — a sub-line under the label to explain what you want.
Required — whether the visitor must fill it in.
Field key / mapping — which contact field (standard or custom) the answer saves to.
Width — full row, half row, or third row, for compact two- or three-column layouts.

Mapping to contact fields

For the visitor's answer to save onto their contact record, the field must be mapped:

Standard fields (name, email, phone, address) map automatically when you use the matching field type.
Custom fields need to exist in Settings → Custom Fields first. Then in the form builder, pick the custom field from the dropdown when configuring the question.

If a custom question has no matching custom field, the answer is still captured in the form's submissions view, but it doesn't save to the contact record. See the article on how responses connect to family records.

How form and survey responses connect to family records
Conditional logic: showing fields, jumping slides, disqualifying responses
How to create a contact form

Form and survey field types

Form and survey field types

Text-style inputs

Numeric and date inputs

Choice inputs

Special inputs

Display-only elements

Field-level options

Mapping to contact fields

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