Custom Fields

Want to know more about your leads without making it harder to raise a hand? Custom Fields ask one or two extra questions, such as a phone number, company size or industry, right after a visitor raises a hand, so you capture the lead first and fill in the details second.

In short: Custom Fields add a short dialog that appears right after a visitor raises a hand with one of Bread & Butter's tools. You choose the questions: text boxes or checkboxes, optional or mandatory, with links allowed in checkbox labels for things like your terms. The lead is captured before the questions appear, so asking more never costs you the lead. Answers are saved to the visitor's profile, recorded on their journey and can be mapped to your CRM. On WordPress you set them up in the plugin. On any other website you add them to the Bread & Butter script.

How it works

When a visitor continues with Google, Microsoft, LinkedIn or Apple, they leave your website for a moment to that provider, so your website never sees or handles their password. That's why the questions can't come first: the visitor is already on their way.

So Bread & Butter captures the lead first. The moment the visitor comes back to your website, they're an Engaged Lead, and your Custom Fields appear on screen to complete their profile. If they skip an optional question, you still have the lead.

Why use Custom Fields

The lead comes first. The visitor is captured before you ask for anything extra, so more questions never cost you the lead.
Secure by design. Visitors continue with their provider, so your website never handles passwords.
Ask what your team needs. Add as many text boxes or checkboxes as your sales team wants.
Make what matters mandatory. Mark any field as mandatory, so visitors can't continue without answering it.
Links in checkboxes. Put a link in a checkbox label, for example to your terms and conditions.
Straight to your CRM. Each answer is stored under its own key, ready to map to a field in your CRM.

Set up Custom Fields on WordPress

Step 1: Open the settings

In your WordPress admin, click Bread and Butter in the left menu.

Step 2: Find Custom Fields

In the left menu, go to General settings, then scroll down to the Custom Fields section.

Step 3: Write your heading

Set your header and sub header text. Leave them blank to use our default text.

Step 4: Add your first field

Type: choose Textbox for something the visitor types, such as a phone number, or Checkbox for a yes or no.
Custom key: the name the answer is stored under. Use no spaces, for example phone .
Display name: the label the visitor sees. For checkboxes, you can include HTML to add a link.
Rules: choose whether the field is mandatory. For checkboxes, you can also choose whether the box starts ticked.

Step 5: Save, and add more

Click Save. Repeat for as many fields as you want. You can add or remove fields at any time and change their order.

Not on WordPress? Add Custom Fields in the script

On any other website, you set up Custom Fields in the Bread & Butter script instead of the plugin. Add a locale block for the dialog's text and a custom_data list for the fields, inside BreadButter.configure , next to your App ID. Your App ID and the rest of the snippet are under Settings, then App & Domains (see JavaScript Snippet).

This example adds two text boxes and a mandatory checkbox, with custom text in the dialog:

BreadButter.configure({
    app_id: "YOUR_APP_ID",
    locale: {
        CUSTOM_DATA: {
            HEADER: "Thanks for signing up",
            SUB_HEADER: "We just have a few questions for you",
            SUBMIT: "Submit",
            MANDATORY: "This field is mandatory."
        }
    },
    custom_data: [
        {
            custom_key: "company_name",
            display_name: "Company Name",
            type: "textbox",
            mandatory: false
        },
        {
            custom_key: "phone",
            display_name: "Phone Number",
            type: "textbox",
            mandatory: true
        },
        {
            custom_key: "agree_toc",
            display_name: 'I agree to the <a href="https://example.com/terms">terms and conditions</a>',
            type: "checkbox",
            mandatory: true,
            default_value: true
        }
    ]
});

The dialog text (`locale.CUSTOM_DATA` )

Setting	What it controls
`HEADER`	The heading at the top of the dialog
`SUB_HEADER`	The line just below the heading
`SUBMIT`	The label on the Submit button
`MANDATORY`	The message shown under a mandatory field the visitor leaves empty

The fields (`custom_data` )

Setting	What it does	Allowed values
`custom_key`	The name the answer is stored under in Bread & Butter. It's also the key you map to your CRM, so it must be unique and contain no spaces.	Any unique key, e.g. `company_name`
`display_name`	The label the visitor sees. For checkboxes it can include a link.	Text or HTML
`type`	Whether the field is a text box or a checkbox	`"textbox"` or `"checkbox"`
`mandatory`	Whether the visitor must fill it in before they can continue	`true` or `false`
`default_value`	Checkboxes only. Whether the box starts ticked.	`true` or `false`

Where the answers go

Answers are saved to the visitor's profile under each custom key, and the update is recorded on their journey. To send them to your CRM, map the keys in your integration as described in Field Mapping Definitions.