How to map booking form responses to a custom field
Use the Apply fields contact automation to automatically map answers from your booking form to custom fields in your contacts.
Requirements to map booking form responses
- You must have an event type you want to add the contact automation to
Step 1 – Create an Apply fields contact automation
- Go to Scheduling.
- Select the event type you want to edit to open the editor.
- In the editor, select More Options.
- Look for the Contact automations section.
- Find Apply custom field to contact and select + Add.
- In the dropdown, choose Invitee question.
- Select the booking form question you want to map.
- Select Enable.
This will create a new custom field that is titled with your event type name and the invitee question.
Step 2 – Add the field to your Contacts table view
Once the automation is set up, go to your Contacts page. Select Show columns, then add the new custom field to your table view. You'll now see the responses.
Renaming the custom field only affects your Contacts page table view and not the booking form question.
How custom fields are created and named
Booking form mapping creates a new custom field. At this time, you cannot map invitee questions to an existing custom field.
The new field will be titled with your event type name and the invitee question. For example, if your event type is "15 min chat" and your question is "What’s our agenda?" the new custom field will be named "15 min chat - What’s our agenda?"
You can edit how this field name appears in your Contacts table later. This does not change the question your invitee sees on the booking page.