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 only available for users on the Scale and Enterprise plans.
How to Manage Default Onboarding Fields
In the Onboarding section, you can control the visibility and importance of the default fields that Tapfiliate offers (like 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:
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.
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.
Method: GET
Example Response: The response will include the standard affiliate data along with a nested object containing the custom field inputs:
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-we're happy to assist!
Next Steps
You have successfully defined and customized the core elements of your affiliate sign-up process.
How to Set Up Automated Tiered Commissions Using Webhooks and Triggers (Advanced Implementation Guide) Explore technical options for creating various commission tiers and learn how to automatically move affiliates between groups based on their real-time performance.
How to Communicate with Affiliates Learn how to use Tapfiliate’s communication tools to maximize engagement. This guide covers everything from direct, real-time messaging to setting up automated, event-driven emails.
How to Apply Performance Bonuses to Affiliates Go beyond standard rates by rewarding your top-performing partners with one-time or recurring performance bonuses to keep them motivated.