How to add a custom form input field
In this article, you will learn how to create unique data field categories inside your CRM database parameters and how to deploy them inside your layout forms using the page editor.
What you will need:
- An active SystemeScale account.
- A page funnel layout open within the editor.
Step 1: Define the custom field inside your CRM settings
Before capturing proprietary database attributes from subscribers, you must register the specific database field parameters globally.
1
Open CRM Contact Directory
Navigate to the main menu bar, choose the CRM tab, and click on the Contacts selection. From your displayed directory index list, click directly on any individual contact row to access their file profile page.
2
Initialize Data Parameter Modal
Inside the metadata panel of the contact profile view, locate the action link and click on Add new custom field.
3
Configure Name and Unique Key
A field registration popup frame will materialize. Populate the following configuration attributes carefully:
- Name: Specify the public-facing or internal label for the block element (e.g.,
Company Registration Number). - Unique Key: Input a precise alphanumeric structural string wrapper utilized by our webhook database array mapping loops (e.g.,
company_reg_no).
Step 2: Integrate the custom field inline via the Page Editor
Now that your customized column key is actively supported in your CRM database schema, you must bridge it to your collection layout canvas.
4
Place the Form Input element
Access your specific marketing funnel workflow step and click the edit icon to launch the editor workspace. From the left structural components sidebar panel, scroll to the forms area, drag the Form input block element, and drop it inline onto your page canvas.
5
Bind the element to your custom key
Click directly inside the newly added input box on the layout canvas to toggle open its operational parameters inside the left sidebar editor dashboard. Navigate directly to the Input type setting dropdown matrix selection row. Open this selector option panel, scroll past standard parameters, and pick the precise custom text database type label you generated during Step 1.
6
Commit structural updates
Click the green Save changes button block positioned on the upper-right corner of your primary navigation header row. Note: Saving updates commits the structural form parameters to the live server framework. Prior structural versions of the code cannot be rolled back or recovered after data optimization runs.
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Automation Workflows and Rule Mapping
Once a custom input element is actively assigned to your live landing pages, any string submitted by an opting-in contact automatically attaches to their CRM telemetry file. You can readily pull these unique keys as sorting merge variables inside automated newsletter notifications or external Webhook integrations.
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