Updated on February 12, 2022

Custom fields to add extra information to participants

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 Contacts > Custom Fields.

Custom Fields
Custom Fields

To store participant information you can create custom fields of 3 varieties:

  • Text
  • Number
  • Date
Create a custom field
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)

Custom fields apply to both global and local contacts. When you create a custom field, it becomes available not just for the global contacts, but also for participants on the project level.

Create a custom field
Create a custom field

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.