How To Set Up Your Contact Fields?

Before you start adding contacts or sending campaigns, you need to set up the fields your contact form will collect. This guide walks you through customizing your contact form — adding, editing, and organizing fields so you capture exactly the information you need.

Understanding the Default Form Sections

When you first open the Contact Form, it comes pre-configured with four sections:

Profile Details (Locked)

This section contains three fixed fields that cannot be edited or removed:

• Email — Required, used as the unique identifier for each contact
• First Name — Required
• Last Name — Required

Basic Details

This section contains editable fields for general contact information:

• Interest — A dynamic field to tag contacts by interest area
• Bio — A text area for a short description (up to 2,000 characters)
• Company — Text field (up to 250 characters)
• Designation — Text field (up to 250 characters)
• Phone Number — Inactive by default, can be activated. Supports country codes (max 20 characters)

Social Details

Fields for social media profile links:

• Facebook
• Twitter
• LinkedIn

GDPR

Consent-related fields. Important: The Opt-In (Networking) and Terms & Conditions fields in this section cannot be deleted.

How To Access the Contact Form Builder

Step 1: Navigate to Campaign in the sidebar

From the Eventspot Admin Panel, click on Campaign in the left sidebar to open the Campaign module.

 

Step 2: Click on "Contact List"

In the Campaign section, click the Contact List tab to view your contact lists.

 

Step 3: Click on "Contact Form"

Click the Contact Form button to open the form builder where you can customize your fields.

 

How To Add a New Field

Step 4: Drag a field from the left panel

On the left side of the form builder, you will see a list of available field types. Drag and drop any field into the desired section on the right to add it to your form.

 

Available Field Types

You can add the following field types to your contact form:

• Text Input — Single-line text entry
• Number Input — Numeric values only
• Textarea — Multi-line text entry
• Dropdown — Select from a list of options
• Checkboxes — Select one or more options
• Radio Buttons — Select exactly one option
• Date Picker — Date selection
• File Uploader — Upload images, documents, or audio files
• Rating — Numeric rating scale
• Emoji Rating — Emoji-based rating
• Hyperlink — A URL link field
• Single Checkbox — A single yes/no toggle
• Label — Display-only text (no user input)
• Paragraph — Display-only descriptive text

How To Edit a Field

Step 5: Click the pencil icon on any field

Hover over a field and click the pencil (edit) icon to open its settings.

 

Step 6: Configure the field properties

In the field settings panel, you can configure:

• Label — The display name shown to the user
• Variable Name — The internal name (alphanumeric and underscores only). Default fields have locked variable names.
• Mandatory — Check this to make the field required
• Maximum Length — Set a character limit for text fields
• Visibility — Set to Public, Private, or Hidden
• Read Only — Make the field non-editable by the contact
• Exportable — Include this field when exporting contacts

 

Step 7: For Dropdowns, Checkboxes, or Radio Buttons — add options

If you are editing a Dropdown, Checkbox, or Radio Button field, you will also see an Options section. Add the values your contacts can choose from. Each option must have a unique value and display text. You can also set up conditional fields that show or hide based on the selected option.

 

Step 8: Click "Save" to save the field settings

Once you have configured the field, click the Save button to apply your changes.

 

How To Remove a Field

Step 9: Click the delete icon on the field you want to remove

Hover over a field and click the bin (delete) icon to remove it from the form.

Note: The Opt-In (Networking) and Terms & Conditions fields in the GDPR section cannot be deleted. The Profile Details fields (Email, First Name, Last Name) are also permanently locked.

 

How To Reorder Fields

Step 10: Drag fields to reorder them

You can drag and drop fields within a section to change their display order on the form.

 

How To Rename the Form

Step 11: Click on the form name at the top

The form name is displayed at the top of the builder. Click on it to edit the name, then press Enter or click away to save.

 

Save Your Form

Step 12: Click the "Save" button to save the entire form

Once you are done adding, editing, and organizing your fields, click the Save button at the bottom of the form builder to save all your changes.

 

Tips

• Set up your contact fields before importing contacts — this ensures imported data maps correctly to your fields.
• Only make fields mandatory if you truly need them — too many required fields can discourage contacts from completing the form.
• Use descriptive labels so contacts understand what information is being asked.
• The Phone Number field is inactive by default. If you need phone numbers, make sure to activate it.
• Use the Exportable toggle to control which fields appear in CSV exports.