This article discusses how to prepare custom fields so that they can be used in two different areas of the Guest Book:
Configure columns to display custom fields.
Filter Guest Book entries by custom fields.
For both areas, custom fields must be prepared in the Custom Fields section of the Preferences page.
Custom Fields in the Preferences Section
The Preferences section is the central place where all custom fields must first be managed. If a custom field is not created or visible in Preferences, it will not be available in the Guest Book.
If you’ve added the custom field to a location’s invite form, this will already be automatically added to the preferences page. For more details, check out THIS article.
However, if you’ve added the custom field to an Experience Editor, you must then add that field to the Preferences field manually. More details in the section below.
Creating Custom Fields in the Experience Editors
From the Experience editors, the Guest Book can capture answers given from these Experience Editor pages:
Choice Pages
Branch Pages
Form Pages
Each of those pages require unique data names for each question.
Note: We currently cannot filter using the data name of the Signature or Photo Page.
The important thing to capture is your Data Name for each question (Or just Name field using the Kiosk Experience’s Form Page). This data name must be copied and entered exactly into the Custom Field Editor in the Preferences section.
Other than Choice Page/Pick List answers, the other fields are not required to match within your preferences page exactly, but it is recommended to ensure that they remain uniform throughout your account.
The full steps are as follows:
Copy the data name from the choice, branch, or form page question you'd like to add to the Guest Book.
Click the gear icon in the top-right corner of your account. Select Preferences.
Click the Custom fields tab.
Select Create custom field.
Paste your data name into the 'Data Name' section.
Enter your field label. We recommend that this matches the wording of the question that you asked your visitor. This label is what will appear in the Guest Book.
Under Custom Field Type, if the custom field is a free-form text, keep it as a Text Input. If the custom field is a picklist or choice, change it to Select Input.
If Select Input, click Add option and add each choice that is available to your guest. This must match exactly to the choice options given to your visitor.
After adding your custom field to the preferences page, you can now select it in the Guestbook.
Filtering The Guest Book By Custom Fields
Steps to Apply Filters:
Navigate to the Guest Book.
Click More Filters at the top.
Scroll down to find Additional Fields.
Select the custom field(s) to filter by.
If using a Pick List, select from the predefined options (e.g., "Yes" or "No").
If using a Free Form Text field, enter your keyword. The Guestbook will filter by any guestbook record that contains this word.
Click Done to apply the filter.
Example Filtering Use Cases:
Security Check: Filter guests by “Do you have a valid ID?” to find ID-verified visitors.
Event Preferences: Find visitors based on responses like “Are you attending the VIP session?”
Custom Visitor Tags: Search for visitors based on identifiers such as “Friend of Host” or “Employee Referral.”
Configuring Custom Guestbook Columns
Click the Columns button near the top-left corner of the page.
Scroll down to the custom section and select the columns to display in the Guest Book.
