> ## Documentation Index
> Fetch the complete documentation index at: https://support.tapfiliate.com/llms.txt
> Use this file to discover all available pages before exploring further.

# How to Customize Affiliate Sign-up Fields

> This article explains how to use the Onboarding section to add your own custom questions to the sign-up form. This helps you gather more detail about potential partners so you can better qualify and sort them.

November 3, 2026

1. **[The Goal: Building Your Onboarding Flow](#h_3ad314a7cc)**
2. **[How to Manage Default Onboarding Fields](#h_85be3f44e4)**
3. **[Custom Fields: Adding Your Own Questions](#h_74b293578c)**
4. **[IMPORTANT: Plan Requirement](#h_57de5c2947)**
5. **[FAQ](#h_6526fd0af5)**
6. **[Next Steps](#h_c328ee3e01)**

***

## The Goal: Gathering Additional Partner Data

Your sign-up form is your first opportunity to qualify a partner. Studies show that collecting just **three to five non-essential fields** can boost the quality of your applicants by up to **40%** because it filters out low-effort sign-ups.

This article shows you how to use the **Onboarding** section to control exactly what data you gather. By customizing your fields, you ensure every partner provides the strategic information you need, turning simple sign-ups into highly qualified assets.

***

## How to Manage Sign-up Fields

The **Onboarding** section (found under **Settings -> Onboarding**) lets you control both the default fields and add your own custom questions.

![](https://mintcdn.com/tapfiliate-help/Q52FWBFGgBPv4--Y/images/12916403/01-feb75c03-d14a-4a29-8cc6-6771d3d4b398.png?fit=max\&auto=format\&n=Q52FWBFGgBPv4--Y\&q=85\&s=e70217171e3981236539f47b7f136102)

### Why Customize Fields in the Onboarding Section?

The **Onboarding** section lets you collect specific, extra data beyond the basic name and email that Tapfiliate gathers by default. This information helps you:

* **Better Check Partners**\

  Learn about their promotion methods, social media following, or audience size.

* **Segment Affiliates**\

  Sort partners into groups based on the information they provide.

***

## Custom Fields: Adding Your Own Questions

You can ask for specific details like social media links, audience size, or a preferred coupon code. Standard sign-up forms capture basic information, but **Custom Fields** allow you to gather specific, high-value data essential for managing a professional partnership program.

This powerful feature helps you vet potential partners, understand their audience reach, and automatically categorize them for targeted communication and reward structures. The table below details how to configure these fields.

| **Setting** | **Purpose** | **Available Field Types** | **Validation Explanation & Example** |
| - | - | - | - |
| **Delete** | Click the trash icon to **permanently remove** the custom field from your sign-up form and the system. | - | - |
| **Field Name** | The label the affiliate sees (e.g., *Phone number*). | - | - |
| **Field Type** | Defines the format of the answer: **Text** lets the affiliate **type their answer** freely. **Multiple choice** makes the affiliate **choose the answer** from a dropdown list. | **Text** **Multiple choice** | *Example (Text):* "Your Instagram Handle" *Example (Multiple choice):* "How did you hear about us?" |
| **Required** | If **ON**, the affiliate **must** complete the field to finish sign-up. | - | - |
| **Validate as** | Sets rules to ensure the data format is correct. | **No validation** **Email** **Regex (advanced)** | *Email:* Ensures the input is a valid email address (*e.g., must contain @ and .com*). *Regex:* Use for specific, complex formats (*e.g., forcing a 7-digit coupon code*). |
| **Description** | Adds a small note or hint directly beneath the field for the affiliate. | - | *Example:* "Please provide your primary channel URL." |

**Important:** **Never** use this feature to collect sensitive data, such as Social Security Numbers (SSN).

***

## IMPORTANT: Plan Requirement

The Custom Sign-up Fields feature is available only to users **[on the Scale and Enterprise plans.](https://tapfiliate.com/pricing/)**

##### How to Manage Default Onboarding Fields

In the **Onboarding** section, you can control the visibility and importance of the default fields Tapfiliate provides (such as *Website*, *Address*, and *Company details*).

##### Understanding Visibility and Requirement

The standard toggle (**On/Off**) and the **Hide field** checkbox work together to manage the user experience:

![](https://mintcdn.com/tapfiliate-help/Q52FWBFGgBPv4--Y/images/12916403/02-d80e5fcf-f6c8-4334-ada2-7ccc26e3a81d.png?fit=max\&auto=format\&n=Q52FWBFGgBPv4--Y\&q=85\&s=e23ad0a043fc11bbea5497af6bee65c3)

| **Setting Combination** | **Field Visibility** | **Field Requirement** | **Purpose** |
| - | - | - | - |
| **Toggle is ON** | **Shown** to the affiliate. | **Required** for the affiliate to complete sign-up. | Use this for essential data, like the affiliate's **Country** or **Payout method**. |
| **Toggle is OFF** | **Shown** to the affiliate. | **Optional** (not required) for the affiliate to complete sign-up. | Use this for important but non-critical data, like the **Company Description** or **Address**. |
| **Toggle is OFF** **AND "Hide field" is checked** | **Hidden** from the affiliate entirely. | Not applicable. | Use this if you do not need this information at all during sign-up. |
| **Toggle is ON** **AND "Hide field" is checked** | *This combination is not possible.* | *The system prevents this conflict.* | *A required field cannot be hidden.* |

**In simple terms:**

* **Toggle ON (Required):** The field is visible and the affiliate *must* fill it out.
* **Toggle OFF (Optional):** The field is visible, but the affiliate *may* skip it.
* **Toggle OFF + Hide field:** The field is completely hidden from the sign-up form.

**The fields you created will appear in the affiliate's portal during their onboarding process.**

***

## FAQ

### ❓Is custom field input available through the REST API?

Yes, all data collected through your custom sign-up fields is available via our REST API.

To retrieve this data, you need to call the specific endpoint for affiliate custom fields.

* **Endpoint:** [https://api.tapfiliate.com/1.6/affiliates/custom-fields/](https://api.tapfiliate.com/1.6/affiliates/custom-fields/)
* **Method:** GET
* **Example Response:** The response will include the standard affiliate data along with a nested object containing the custom field inputs:

![](https://mintcdn.com/tapfiliate-help/Q52FWBFGgBPv4--Y/images/12916403/03-7c573a9c-cced-44fd-a182-c863be732d99.png?fit=max\&auto=format\&n=Q52FWBFGgBPv4--Y\&q=85\&s=b33f2a91aa9f399e761bc14354e97915)

***

**Still need help?**

If you have any questions or if something in this guide is unclear or If you want to unlock this feature and collect more details about your affiliates, please don't hesitate to **contact us at [support@tapfiliate.com](mailto:support@tapfiliate.com)**-we're happy to assist!

***

## Next Steps

You have successfully defined and customized the core elements of your affiliate sign-up process.

Here is what you should focus on next to fully equip your partners:

1. **Affiliate Assets:** Learn **[how to provide promotional materials](https://support.tapfiliate.com/core-program-functions/affiliate-management/how-to-provide-links-banners-and-other-promotional-material-to-affiliates.md)** (like banners and links) to your partners so they can start promoting immediately.
2. **Affiliate Resources:** After that, learn **[how to add Support Materials to the Affiliate Portal](https://support.tapfiliate.com/core-program-functions/affiliate-management/how-to-set-up-a-welcome-widget-with-supporting-materials.md)** to keep your partners informed and help them succeed independently.


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