Creating and Using Custom Fields

In this course, you’ll learn how to create and use custom fields in WeGive to capture important donor or transaction details, enhance integrations, and personalize your messaging.

We’ll cover:

• Creating custom fields for donors, households, or transactions
• Setting field types (like text or number) and naming API values
• Mapping custom fields to your CRM or other integrations
• Connecting custom questions on checkouts and forms to custom fields
• Viewing saved custom field data on supporter records
• Using donor custom fields as variables in personalized messages

By the end, you’ll know how to set up custom fields to collect meaningful data, sync it across systems, and use it to deepen donor engagement.