Configure Profile Fields
Assuming that Profile Fields have been enabled for your business, you can add and configure new fields by navigating to Settings > Profile Fields.
Complete out the following fields for each custom profile field you want to add:
- Name – This will appear as the field's title in the eClub widget.
- Code – The code you enter here must match a database entry in the Punchh backend. Work with your Punchh CSM get that set up.
- Hint (optional) – This appears as small text below the field displayed in the eClub widget.
- Size (optional) – The size setting is only necessary in some specific circumstances. In most cases it has no effect.
- Mandatory (optional) – Check this box to require this field be completed by the guest before they may complete the signup process.
- Updatable (optional)– Check this box if you want to allow the guest's response to be edited/updated at any time post-signup.
Data Type – The type of data input you select here determines the type of response field presented to the guest:
Single Line – An open-ended response text field.
Multiple Line – An open-ended response text field.
Date/Time – This field includes a date picker (MM/DD/YYYY) along with an optional time of day.
Date – This field includes a date picker (MM/DD/YYYY).
Number – Clickable counter (or guest may enter a numeric value).
Email – This field will only accept a valid firstname.lastname@example.org formatted email address.
Phone – This field will only accept a 10-digit number (dashes will be ignored).
Rating – Multiple-choice drop-down. This data type accepts positive numbers only allowing you to create quantitative ratings.
You can create segments based on Rating responses. When configuring this field, you must separate each response with a divider as such: "1|2|3|4|5".
For qualitative ratings like "Great|Good|Okay|Poor", we advise you to use Multiple Choice (Single Answer) data type described next.
Multiple Choice (Single Answer) – Multiple-choice drop-down. The guest may choose only one answer.
You can create segments based on Multiple Choice (Single Answer) responses. When configuring this field, you must separate each response with a divider as such: "Soda|Tea|Coffee|Water".
Multiple Choice (Multiple Answer) – Multiple-choice drop-down. The guest may choose more than one answer.
You can create segments based on Multiple Choice (Multiple Answer) responses. When configuring this field, you must separate each response with a divider as such: "Pepperoni|Sausage|Cheese".
Integrate custom Profile Fields into eClub widget
When setting up your eClub widget form, you'll select from a number of questions/mandatory fields the guest must complete in order to sign up. By default, these fields are limited to around 15 different options (the most common types of information you would typically gather from guests). However, if the default field types aren't quite enough, you can add fields to your eClub form using Custom Fields you've created in Settings.
When you create new Custom Profile Fields, these fields are automatically added to the fields shown on your eClub signup widget. The "Code" you designate for each custom field (see image below) must be added to the backend Punchh database by your Customer Success Manager in order for the data to be properly pulled in. If the code you specify does not match an existing database code, your eClub widget will break, returning an invalid code error message and preventing the guest from completing the signup process.
Custom fields in the Mobile App
You can work with your Punchh Customer Success Manager to add custom profile fields to your mobile app as part of the initial signup process. Adding custom fields to the mobile app requires modifying the app's code and thus requires an app update. Therefore it is recommended to decide on any custom fields during your initial implementation process prior to the launch of your app. Additionally, because they are separately hard-coded, the in-app custom fields are not dependent on what you've configured in Settings > Profile Fields. The only thing that must be the same is the "Code" shared by the field (in the eClub widget and in the app).
Segment by custom Profile Field responses
When guests provide responses to a custom Multiple Choice question field (Rating, Single, or Multiple Answer), that response becomes available as a segment attribute in Guests > Segments > Profile > Guest with Profile Fields.
Click the Profile Field Question drop-down to select the question field. The Answer Options field will populate based on the available responses to that question as you configured in Settings.
Enable Custom Profile Fields
If you don't see Profile Fields under Settings, it means that they are currently not enabled for your business. If you want to turn them on, contact your Punchh Customer Success Manager. They can enable them for you in your business's Cockpit settings.