Adding custom fields in the Hyperlink step allows you to collect additional information when your clients respond to a sequence using a link or QR code. These fields can be used to identify specific details such as a file number, client type, or any other information relevant to your organization.
Access the hyperlink settings
To add custom fields, follow these steps:
In the left menu, click Feedback
Click Sequences
Select the desired sequence
Click the Sending methods tab
Click Link and QR code
You will now access the hyperlink configuration page.
Add custom fields
Once in the Link and QR code section:
Scroll down the page
You will see the list of your custom fields
Enable the field(s) you want to add by checking the corresponding option
The enabled fields will automatically appear in the preview on the right
This preview allows you to see exactly what your clients will see when they open the link.
Why use custom fields
Custom fields allow you to:
Collect organization-specific information
Better organize and analyze your responses
Associate responses with a file, client, or transaction
Adapt your follow-up based on the collected information
Summary
Adding custom fields to the hyperlink allows you to further personalize your sequences and collect more precise data. Once enabled, these fields automatically appear for your clients when they access the sequence through the link.
If you have any questions, feel free to reach out to us via the chat.