There are different field types that can be used in Journeys. This includes some types not available as additional fields on lead groups.
The following field types can be used:
| Text | Alphanumeric characters.
Intended for brief input such as a name. | |
| Long Text | Alphanumeric characters.
Intended for more detailed text entry such as notes. | |
| Signature | Signature input box.
Allows for a signature to be entered using a mouse or touch device. | |
| Table | Set columns and rows for data to be entered.
Field types can be defined for individual rows/columns within the table. | |
| Selection | Selection Selection values from a list where only one item can be selected.
Displays answers in a drop-down menu with user defined values. | |
| Radio | Selection values from a list where only one item can be selected.
Displays answers in a vertical menu with user defined values. | |
| Checklist | Checklist Selection values from a list where multiple items can be selected.
Displays answers in a vertical menu with user defined values. | |
| Checkbox | Checkbox selector.
Toggled off by default. Can be clicked on to mark as complete by the user. | |
| Currency | Currency Decimal value. Will accept whole or fractional numbers to two decimal places.
Displays with the GBP currency symbol (£). | |
| Decimal | Decimal value. Will accept whole or fractional numbers to two decimal places. E.g. 1.5, 2.10, 3.9 | |
| Integer | Integer Integer value. Will accept only whole numbers, e.g. 1, 2, 3 | |
| Calculation | Calculation Customisable calculation that can include answers from integer, decimal and currency fields.
Does not allow the user to overwrite the answer. | |
| Email address input. Accepts alphanumeric characters.
Expects a valid email format such as: name@domain.com | ||
| Phone | Phone Phone number input. Accepts numerical values.
There is an optional toggle to only allow UK phone numbers. When enabled the input expects a valid UK format starting with 0. | |
| Postcode | Postcode input. Accepts alphanumeric characters.
There is an optional toggle to only allow UK postcodes. When enabled the input expects a valid UK postcode. | |
| Address | Address
Address input. Accepts alphanumeric characters. Displays separate inputs for line 1, line 2, line 3, town and postcode. There is an optional toggle to only allow UK addresses. When enabled the input expects a valid UK postcode. | |
| Date | Date input.
Dates can be entered in the DD/MM/YYYY format. A calendar will display to the user allowing them to select a specific day. | |
| Time | Time Time input.
A time can be entered in the HH:MM format. Datetime Date and time input. | |
| Datetime | A combination of the date and time types.
A calendar will display to the user allowing them to select a specific day and time. |
Creating/Deleting a Journey Field
When a new Journey has been created or when editing an existing Journey that's associated to a lead group you will be able to add new Journey fields.
The option for this will be displayed under the Journey fields selector in the Journey editor. Click on + New field.
You can then select the type of field that you'd like to add.
When the field is created it will automatically be added to the end of the Journey.
You can delete Journey fields by placing your mouse cursor over the field that you'd like to delete and then click on the delete icon.
If the field was used in a Journey an error message will show to let you know that the field has now been removed.
Add helper text to a field in a Journey
Helper text can be added to fields in Journeys. This shows the text beneath the field when viewing the Journey.
To do this click on the field and then select the pencil icon, or double click the field.
You can then enter the Field helper text
This text will then show beneath the field when viewing the Journey.
Make Journey fields read-only or required
Some fields in Journeys can be marked as required or read only.
A required field must have a valid value provided before the Journey can be submitted.
When a field is set to read only it will be visible in the Journey but the value can't be changed.
To check the options for the field in a Journey click on the field and then select the pencil icon. , or double click the field.
You will then see the check boxes for Read only and Required.
Only one option can be selected, choosing to make a field read only hides the required option and vice versa.
Required fields can be identified in Journeys by the red asterisk next to the field label.
A read only field will show a padlock symbol.
Note: If an additional field is set to required on the lead group level it will always be a required field when included in a Journey.