How to Collect Additional Information During Registration or Purchase on the Platform

The default fields in a registration or purchase form may sometimes be insufficient. To better understand your clients, gathering more information—for example, their job title, how they learned about your platform, or whether they consent to personal data processing is helpful. Custom fields can easily be added to the standard platform registration form and the external widgets embedded on your site.

How to Add Custom Fields to the Platform Registration Form

To collect more information during registration, add custom fields to the form. This is done in two main steps:

1. Creating Custom Fields in the CRM

Go to CRM → Contacts.

Then navigate to Settings → Add Custom Fields.

Click +Global Field, fill in the field name type, and save. 

These fields will apply to all contacts and can be used in other forms.

For more details, refer to the separate article on adding custom fields.

2. Adding Fields to the Registration Form

Return to CRM → Contacts → Settings, but now open the Customizing Fields for Registration tab. 

Here, you can choose which fields appear in the form. Use the + Field button to add custom fields. Specify which fields will be required (marked with an asterisk).

Required fields must be filled out; otherwise, the registration will not be completed. This is useful, for instance, to obtain consent for data processing or to find out how the user discovered your product. A separate article provides more information about registration form setup.

How to Collect Information via a Widget on an External Website

The same data collection principle works for widgets—compact registration forms that can be embedded on any website, landing page, or partner page. They are ideal for attracting traffic from ads or external sources.

To Set Up the Form:

1. Create Custom Fields in the CRM

Go to CRM → Contacts.

Then go to Settings → Add Custom Fields. 

Click +Global Field, fill in the field name type, and save. 

These fields will apply to all contacts, so they can also be used in other forms.

For more details, refer to the separate article on adding custom fields. 

2. Go to Widget Editing

Open Site → Widget, Mini-landing.

Open the desired widget or create a new one.

3. Add Fields to the Form

In edit mode, open the form block and add the previously created fields. You can rearrange the order, make some fields required, or leave them optional.

Once a user fills out the form on your website, their data is automatically saved in the CRM along with all additional information. This enables you to segment contacts, create personalized newsletters, and better understand your target audience.

Detailed instructions on widget setup can be found in a separate article.