How to add and configure form fields

Form fields determine what information your popup collects from visitors. Every campaign starts with an Email address field. You can add more fields to capture phone numbers, names, birthdays, and custom data.

How to add a field

1. Open your campaign and go to the Content tab
2. Make sure you're on the Opt-in screen
3. Under Form fields, click Add field
4. Choose a field from the dropdown

Available fields

Standard

These are pre-built fields that map to common subscriber data. Each standard field can only be added once per campaign – if it's already on the form, it won't appear in the dropdown.

• Email address – always included by default. Required and can't be removed.
• Phone number – includes a "Default country" dropdown for the country code. Set to "Auto detect" by default, which detects the visitor's country automatically. You can also set a specific country if most of your visitors are from one region.
• First name
• Last name
• Birthday – displays as three inline fields (month, day, year) for easy entry. Supports three format options: MM/DD/YYYY, DD/MM/YYYY, or YYYY/MM/DD. Syncs to Shopify's dedicated birthday field on customer profiles.

Custom

These let you collect any additional information:

• Text field – a single-line text input for short answers (e.g., "What's your favorite product?")
• Date field – month, day, and year inputs with configurable format (MM/DD/YYYY, DD/MM/YYYY, YYYY/MM/DD, or MM/DD without year)
• Single choice – radio buttons where the visitor picks one option from a list (e.g., "How did you hear about us?")
• Multiple choice – checkboxes where the visitor can select one or more options

Configuring a field

After adding a field, click Edit next to it to configure:

• Field ID – a unique identifier used for syncing and exporting. Read-only for standard fields. For custom fields, it's auto-generated but editable – keep it simple and descriptive (e.g., "favorite_product").
• Label – the visible label shown on the form (for Birthday, Single choice, and Multiple choice)
• Placeholder – the greyed-out hint text inside the field (e.g., "Enter your email")
• Required – toggle on to make the field mandatory. Required fields must be filled before the visitor can submit.

Single choice and Multiple choice options

For Single choice and Multiple choice fields, you also configure:

• Options – each option has a Label (what visitors see) and a Tag (the value stored and synced)
• Orientation – horizontal or vertical layout
• Alignment – text alignment for the options

Reordering fields

Drag and drop fields using the grip handle (the dots icon on the left side of each field) to change the order they appear on the popup.

Things to know

Keep mobile in mind. Every field adds vertical space. On mobile, too many fields can push the submit button off-screen. For the best mobile experience, use as few fields as possible – email plus one or two additional fields is usually enough.

Custom fields sync to integrations. If you've connected Klaviyo, custom fields map to custom properties automatically. For Mailchimp, you need to create matching merge tags in your audience first. See How to connect your campaign to Klaviyo or How to connect your campaign to Mailchimp for details.

Custom fields can sync to Shopify customer profiles too. For custom field data to appear on Shopify customer profiles, you need to create matching metafield definitions in Shopify first. Go to Shopify Admin → Settings → Custom data → Customers → Add definition, and create a metafield for each custom field you want to sync. Without the definition, the data is still captured by 1ClickPopup but won't appear on the Shopify customer profile.

Birthday syncs to Shopify's dedicated birthday field. When a subscriber provides their birthday, 1ClickPopup syncs it to the facts.birth_date metafield on their Shopify customer profile. However, this metafield definition must exist in your Shopify store first. To set it up:

1. Go to Shopify Admin → Settings → Custom data → Customers
2. Click Add definition
3. Search for "Birth date" – Shopify will suggest the standard definition with the key facts.birth_date
4. Select it and click Save

You only need to do this once. After the definition exists, all birthday data from 1ClickPopup syncs automatically. You can also pin the metafield to make it visible directly on customer profiles without clicking "View all."