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Custom fields

Add additional questions to the sign-up form and collect more information while onboarding your affiliates

Written by Sonya

  1. Custom Fields: Adding Your Own Questions

  2. Adding a Custom Field

  3. FAQ

  4. Next Steps

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.

Action

Icon/Element

Applies To

Description

Visibility

Show to affiliates (Toggle)

All Fields

Determines if the field appears in the affiliate's onboarding flow.

Requirement

Required (Toggle)

All Fields

If enabled, the affiliate cannot click "Finish" until this field is completed.

Reorder

Drag Handle (⠿)

All Fields

Click and hold to move the field up or down to change its position in the form.

Edit

Pencil Icon

Custom Fields

Opens the side window to modify the question, description, or requirement status.

Delete

Trash Icon (🗑️)

Custom Fields Only

Permanently removes the custom field. Note: Default system fields cannot be deleted; they can only be hidden.

Pro-Tip for the Article:

💡 Note on Deletion: While you can delete Custom Fields at any time using the trash icon, Default Fields (like Website or Country) are permanent system requirements. If you do not wish to use a Default Field, simply toggle "Show to affiliates" to OFF to remove it from their view.

IMPORTANT: Plan Requirement

The Custom Onboarding Fields feature is available exclusively for users on the Scale and Enterprise plans. Advertisers on the Launch plan can manage default fields but must upgrade to access custom field creation.

Adding a Custom Field

To begin adding personalized questions to your affiliate onboarding flow, navigate to Settings > Onboarding. At the bottom of this page, you will find the Custom onboarding fields section.

  1. Click the + Add custom onboarding field button.

  2. A side window will appear where you can configure the following details for your new field:

    • Question (Required): Enter the specific question your affiliates will see (e.g., "How do you plan to promote us?").

    • Field type (Required): Select the format for the affiliate's response from the dropdown menu.

    • Required Toggle: Turn this ON if the affiliate must answer this question to finish onboarding. Leave it OFF if the field is optional.

    • Description (Optional): Add a small hint or instruction that will appear below the field label to help affiliates provide the right information.

  3. Click Add field within the window to create another question, or click Save and close to apply your changes.

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Available Field Types

You can choose from a variety of input methods to match the type of information you need to collect:

Field Type

Description & Validation

Text area

A standard text input for strings (e.g., names, descriptions).

Number

Restricts input to numerical values (integers) only.

Single select

A dropdown list where affiliates can choose exactly one option.

Multi select

A list that allows affiliates to select one or more options.

Date

Includes a date picker for selecting specific calendar dates.

URL

Validates that the input is a properly formatted web link.

Email

Ensures the input follows standard email formatting (RFC validation).

File upload

Allows affiliates to upload files, such as images or PDF documents.

Important Rules for Custom Fields

  • Reordering: You can change the sequence of your custom fields using drag-and-drop. Simply click the handle next to a field name to move it up or down in the onboarding form.

  • Editing Restrictions: While you can update a question's name or description at any time, the Field type cannot be changed once you have collected responses from affiliates. This ensures your historical data remains consistent.

  • Deletion: You can remove a custom field by clicking the Delete (trash can icon) within the field's edit window.

  • Previewing: Always use the Preview onboarding page button at the top of the settings page to verify how your custom fields appear alongside default fields before publishing.

FAQ

❓Is custom field input available through the REST API?

Yes. All data collected through your custom onboarding fields is fully accessible via our API. This allows you to sync affiliate answers with your own CRM, email marketing tools, or internal databases.

To retrieve the configuration and choices of your custom fields, you can use the dedicated endpoint:

Example 1:

[{
"id": "your-audience-size",
"title": "Your audience size",
"choices": ["0-1k", "1k-5k", "5k+"]

Example 2:

❓Can I remove all custom fields completely?

You can remove the custom fields you have created. Note that the last field won't allow to be deleted; however, if you empty the question title, it will not appear in the affiliate onboarding.

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.

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