Cleeng Custom Fields

What is Custom Fields feature

Custom Fields (previously known as Cleeng Capture) is an amazing feature that comes as a standard feature with Cleeng's Core solution. It's a tool that focuses more on learning than it is about selling. It will help you understand your customers by building customer profiles. So if you want to get to know your customers more, then the Custom Fields feature is for you! 

If you are using Cleeng's APIs please visit our developers portal for more information.
 

Key benefits

Custom Fields feature allows you to:

  • Build comprehensive Customer Profiles: The feature acts as a learning tool that helps you better understand your audience by building detailed customer profiles.
  • Get deeper insights via Custom Questions: You can gain a much deeper understanding of your customers' preferences by asking them customized questions (e.g., favorite sports or books).
  • Improve targeted marketing: The data you capture allows you to filter customers by their responses, enabling you to build specific segments and direct them to tailored marketing campaigns.

How to activate Cleeng Custom Fields

Follow these steps to set up Cleeng Custom Fields:

  1. Log in to the Cleeng dashboard. Go to the Admin & Tools section, and select Custom Fields. Here you can turn it on. 

    Note:

    • Please note that once you turn this function on, it will be activated across all of your content.
    • Enabling Custom Fields will create an additional step in your checkout process if you're using MediaStore SDK Components.
    • In Hosted Customer Flows, these fields will appear in the User Account widget, but not during registration. Support for adding custom fields to the registration flow is coming soon.
    cleeng_custom_fields.png

  2. Configure Pre-defined Profile Fields
    This is where you can choose what information you would like your customers to provide.  All you need to do is toggle the buttons to Yes next to the fields that you want to be enabled in the Enabled column. 

    If you would like these fields to be mandatory, toggle the buttons to Yes in the Mark as required column. 

    cleeng_custom_fields_predefined_profile_fields.png

     

  3. Set up Consent Fields

    Next, decide on the Marketing Opt-In and Terms and Conditions fields. 

    cleeng_custom_fields_consent_fields.png
    • Decide if they should be enabled: toggle the respective buttons to Yes or No in the Enabled column.
    • You can also decide if they should be checked by default by toggling the button to Yes or No. 
    • You can edit both fields by choosing the edit option from the drop-down menu under the three-dots icon:
      • Marketing opt-in details: you can edit the display text as well as the number of the consent version.

      • Terms and conditions details - If you would like to add in your own company's T&C’s, add your link in the URL field. Additionally, you can customize the hyperlink text.

        cleeng_custom_fields_edit.png

         

  4. Configure Custom Profile Fields

    Choose your custom fields. This is where you can really gain a deeper understanding of your customers.

    For example, you could ask what hair color you like the most, or which sport you watch the most. Add in a series of answers that will appear in a drop-down menu. 

    cleeng_custom_fields_custom_profile_fields.png

    Add a question
    Clicking the Add question button displays a pop-up.

    cleeng_custom_fields_add_a_question_type.png

    To add a question:

    • Type in your question in the Question field.
    • Toggle the Enabled button to Yes if you want to enable it.
    • Decide if you want to mark the question as required - set the button to Yes or No respectively.
    • Decide on the type of answer: whether it should be a checkbox, a drop-down or text.
      • If you select a checkbox, you will need to provide a label for the checkbox, for example “I confirm that I am at least 18 years old.” or “I authorize recurring payments according to the subscription terms.”.
      • If you select a drop-down, you will need to provide a few answers.
      • If you select a text, you can provide a placeholder text.

    Manage questions

    Once you add your question(s), you can manage them from the Custom Profile Fields view:

    • Enable/disable the custom questions by toggling the button to Yes/No in the “Enabled” column.
    • If you would like to make a question mandatory, toggle the respective button to Yes in the “Mark as required” column.
    • Manage questions from the drop-down menu under the three-dots icon. You can either edit or delete a question.
       

  5. Finish setup

    Click the Save button at the bottom of the page to save your settings and enable later, or if you are completely ready, click the Save and enable button.


Where to find Cleeng Custom Fields customer data

Meanwhile , I’m sure you are asking yourself, where can I find the results from Cleeng Custom Fields? You can find this information in ChurnIQ's customer segments section.

cleeng_custom_fields_segments_overview.png

 

cleeng_custom_fields_segment_builder.png

 

Click on Build a segment to find and create customer lists. The data you capture about each customer will be available in the custom questions & answers columns (up to 4). You can filter by their responses to send customers to different marketing campaigns.

Please note that the information which was captured will also populate in the receipt for the customer.

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