If you need to store extra information regarding your research participants and stakeholders, you can use custom fields. This allows you to treat your UserBit workspace as the central place for all participant related information.

To create extra fields for your participants, navigate to the Custom Fields section of the workspace Participants CRM > Custom Fields.

Custom Fields

Here, you can add a custom field and choose whether a custom field should be visible in the contacts table. When creating or editing a custom field, you have the option to toggle its visibility. If enabled, the field will appear as a column in the Contacts table, making it easier to scan and filter participant data.

Custom field visibility toogle

To store participant information you can create custom fields of these types:

• Short Text - for texts of upto 50 chars
• Number - for numerical values
• Date - for date fields
• Long Text - for longer text/notes
• Single Select - for selector with pre-determined values, users will be allowed to pick 1 value.
• Multi Select - for selector with pre-determined values, users will be able to select multiple values.
• Team Member - for a dropdown selector of workspace memebers.

Create a custom field

The type selected controls how the input is displayed on the participant forms.

Note: Custom field name cannot be the same as a reserved field (or a field that already exists)

Participant profile

Participant profiles show all associated information for a given participant. The custom fields together with the ability to associate research data to participants, bring powerful CRM functionalities to UserBit!

Note: Only admins and owners can create custom fields for their workspace.