Creating Custom Fields for Membership Management

Custom fields in PheedLoop’s Membership Management system let organizations collect and manage additional member information beyond the default profile data. They serve as flexible data points that can be tailored to match the specific operational, reporting, or engagement needs of each association.

When Custom Fields Matter

Custom fields give organizations the flexibility to shape their member database around real-world needs. Instead of being limited to preset fields, admins can capture information that reflects how their community actually operates, such as chapter affiliation, IDs with external integrations, or volunteer interests.

This flexibility saves time and keeps member information consistent across the system. It also means admins don’t have to rely on spreadsheets or manual tracking for details that matter to them most.

Creating Custom Fields

All custom fields will appear as a column in Contacts > Profiles. 

1. From the Membership Dashboard, navigate to Contacts > Custom Fields 

2. Above the Custom Fields table, select Create 

   

3. Fill out the Name field 
4. Toggle on the Editable checkbox if you want this field to be editable by attendees in the Member Portal (located in the Profile page)
   1. If you do not check this option, the field will be read-only for attendees.
5. Toggle on the Is Visible checkbox if you want this field to be visible to attendees in the member portal
   1. If you do not check this option, the field will be hidden from attendees.
6. Toggle on the Is Required checkbox to make this field required wherever it is collected from attendees, such as during registration or profile updates.

7. Select Save Changes