Skip to content
Sites

Adding Custom Fields in the Chat Widget Contact Form

Learn how to add custom fields to the GHL Customer Care chat widget contact form to collect visitor details before SMS, Email, or WhatsApp chats start for lead capture

1 min read325 words3 explained imagesUpdated Mon, 2 Feb at 4:24 AM
View as markdownOpen in ClaudeOpen in ChatGPT
Each image has a one line explanation. Switch to full detail for the step it belongs to, the fields and buttons involved, examples and the whole procedure.

Video 1 Open in a new tab

Chat Widget is expanding its user experience with mind-blowing support with custom fields in contact form used in SMS/Email and WhatsApp chat. This will allow amazing customizations in Contact form.

What does this include -

  • Custom Field Addition: Users can now add custom fields in contact within the chat widget builder, in addition to the standard fields. These custom fields allow businesses to collect additional information during interactions with customers using SMS/Email and WhatsApp Chat Widget type.

  • Standard Fields: The chat widget will continue to support the following standard fields:

    • Name (mandatory)

    • Phone or Email (one is required to create contacts) Note - (Default will be Phone if tried to remove)

    • Message

  • Supported Custom Field Types: The widget supports the following custom field data types:

    • SINGLE LINE

    • MULTI LINE

    • MONETARY

    • NUMERIC

    • PHONE

    • DATE PICKER

    • DROPDOWN (SINGLE)

  • Field Limitations: Users can add a total of up to 5 fields, which includes both the standard and custom fields. [Either Phone or Email are mandatory]

  • Field Validation & Mandatory Fields:

  • Standard fields (Name, Phone, Email, and Message) are mandatory when added.

  • You can mark custom contact fields as required in the contact form.

  • Required fields display an asterisk (*) in the widget.

  • Visitors cannot submit the form until they complete all required fields.

  • Required field enforcement applies when:

  • A visitor starts a conversation through the widget contact form.

  • An agent requests contact details during an active conversation.

  • Input validation applies for custom fields:

  • Phone fields validate based on country code.

  • Email fields validate for correct email format.

  • Existing widgets remain unchanged unless you mark fields as required.

  • Phone Field Internationalization: If two or more phone number fields are added, the chat widget allows the user to select a country code for international phone number formatting. However, only one country flag can be selected for all phone fields. If a user changes the country flag in one field, it will automatically update the flag in the other phone field(s).

Figure 1 What this shows Custom Field Addition: Users can now add custom fields in contact within the chat widget builder, in addition to the standard fields. What this shows Illustrates "Adding Custom Fields in the Chat Widget Contact Form". This screenshot appears in "Adding Custom Fields in the Chat Widget Contact Form". The text alongside this image reads: Custom Field Addition: Users can now add custom fields in contact within the chat widget builder, in addition to the standard fields. These custom fields allow businesses to collect additional information during interactions with customers using SMS/Email and WhatsApp Chat Widget type. Standard…. This part of the guide covers 12 fields, listed below. Image 1 of 3 What to fill inCustom Field Addition: Users can now add custom fields in contact within the chat widget builder, in addition to the standard fields. These custom fields allow businesses to collect additional information during interactions with customers using SMS/Email and WhatsApp Chat Widget type. Standard Fields: The chat widget will continue to support the following standard fields: Supported Custom Field Types: The widget supports the following custom field data types: Field Limitations: Users can add a total of up to 5 fields, which includes both the standard and custom fields. [Either Phone or Email are mandatory] Field Validation & Mandatory Fields: Standard fields (Name, Phone, Email, and Message) are mandatory when added. You can mark custom contact fields as required in the contact form. Required fields display an asterisk (*) in the widget. Visitors cannot submit the form until they complete all required fields. Required field enforcement applies when: A visitor starts a conversation through the widget contact form. An agent requests contact details during an active conversation. Input validation applies for custom fields: Phone fields validate based on country code. Email fields validate for correct email format. Existing widgets remain unchanged unless you mark fields as required. Phone Field Internationalization: If two or more phone number fields are added, the chat widget allows the user to select a country code for international phone number formatting. However, only one country flag can be selected for all phone fields. If a user changes the country flag in one field, it will automatically update the flag in the other phone field(s).
Fields in this part of the guide Name (mandatory)MessageSINGLE LINEMULTI LINEMONETARYNUMERICPHONEDATE PICKERDROPDOWN (SINGLE)Field Validation & Mandatory Fields:Required field enforcement applies when:Input validation applies for custom fields:
Example values
Name (mandatory)
Priya Raman
PHONE
+1 312 847 1928

Illustrative values showing the expected format. They are not read from the screenshot.

All 14 steps in this procedure
  1. Custom Field Addition: Users can now add custom fields in contact within the chat widget builder, in addition to the standard fields. These custom fields allow businesses to collect additional information during interactions with customers using SMS/Email and WhatsApp Chat Widget type.
  2. Standard Fields: The chat widget will continue to support the following standard fields:
  3. Supported Custom Field Types: The widget supports the following custom field data types:
  4. Field Limitations: Users can add a total of up to 5 fields, which includes both the standard and custom fields. [Either Phone or Email are mandatory]
  5. Field Validation & Mandatory Fields:
  6. Standard fields (Name, Phone, Email, and Message) are mandatory when added.
  7. You can mark custom contact fields as required in the contact form.
  8. Required fields display an asterisk (*) in the widget.
  9. Visitors cannot submit the form until they complete all required fields.
  10. Required field enforcement applies when:
  11. A visitor starts a conversation through the widget contact form.
  12. An agent requests contact details during an active conversation.
  13. Input validation applies for custom fields:
  14. Phone fields validate based on country code.
Figure 2 What this shows Custom Field Addition: Users can now add custom fields in contact within the chat widget builder, in addition to the standard fields. What this shows Illustrates "Adding Custom Fields in the Chat Widget Contact Form". This screenshot appears in "Adding Custom Fields in the Chat Widget Contact Form". The text alongside this image reads: Custom Field Addition: Users can now add custom fields in contact within the chat widget builder, in addition to the standard fields. These custom fields allow businesses to collect additional information during interactions with customers using SMS/Email and WhatsApp Chat Widget type. Standard…. This part of the guide covers 12 fields, listed below. Image 2 of 3 What to fill inCustom Field Addition: Users can now add custom fields in contact within the chat widget builder, in addition to the standard fields. These custom fields allow businesses to collect additional information during interactions with customers using SMS/Email and WhatsApp Chat Widget type. Standard Fields: The chat widget will continue to support the following standard fields: Supported Custom Field Types: The widget supports the following custom field data types: Field Limitations: Users can add a total of up to 5 fields, which includes both the standard and custom fields. [Either Phone or Email are mandatory] Field Validation & Mandatory Fields: Standard fields (Name, Phone, Email, and Message) are mandatory when added. You can mark custom contact fields as required in the contact form. Required fields display an asterisk (*) in the widget. Visitors cannot submit the form until they complete all required fields. Required field enforcement applies when: A visitor starts a conversation through the widget contact form. An agent requests contact details during an active conversation. Input validation applies for custom fields: Phone fields validate based on country code. Email fields validate for correct email format. Existing widgets remain unchanged unless you mark fields as required. Phone Field Internationalization: If two or more phone number fields are added, the chat widget allows the user to select a country code for international phone number formatting. However, only one country flag can be selected for all phone fields. If a user changes the country flag in one field, it will automatically update the flag in the other phone field(s).
Fields in this part of the guide Name (mandatory)MessageSINGLE LINEMULTI LINEMONETARYNUMERICPHONEDATE PICKERDROPDOWN (SINGLE)Field Validation & Mandatory Fields:Required field enforcement applies when:Input validation applies for custom fields:
Example values
Name (mandatory)
Priya Raman
PHONE
+1 312 847 1928

Illustrative values showing the expected format. They are not read from the screenshot.

All 14 steps in this procedure
  1. Custom Field Addition: Users can now add custom fields in contact within the chat widget builder, in addition to the standard fields. These custom fields allow businesses to collect additional information during interactions with customers using SMS/Email and WhatsApp Chat Widget type.
  2. Standard Fields: The chat widget will continue to support the following standard fields:
  3. Supported Custom Field Types: The widget supports the following custom field data types:
  4. Field Limitations: Users can add a total of up to 5 fields, which includes both the standard and custom fields. [Either Phone or Email are mandatory]
  5. Field Validation & Mandatory Fields:
  6. Standard fields (Name, Phone, Email, and Message) are mandatory when added.
  7. You can mark custom contact fields as required in the contact form.
  8. Required fields display an asterisk (*) in the widget.
  9. Visitors cannot submit the form until they complete all required fields.
  10. Required field enforcement applies when:
  11. A visitor starts a conversation through the widget contact form.
  12. An agent requests contact details during an active conversation.
  13. Input validation applies for custom fields:
  14. Phone fields validate based on country code.
Figure 3 What this shows Custom Field Addition: Users can now add custom fields in contact within the chat widget builder, in addition to the standard fields. What this shows Illustrates "Adding Custom Fields in the Chat Widget Contact Form". This screenshot appears in "Adding Custom Fields in the Chat Widget Contact Form". The text alongside this image reads: Custom Field Addition: Users can now add custom fields in contact within the chat widget builder, in addition to the standard fields. These custom fields allow businesses to collect additional information during interactions with customers using SMS/Email and WhatsApp Chat Widget type. Standard…. This part of the guide covers 12 fields, listed below. Image 3 of 3 What to fill inCustom Field Addition: Users can now add custom fields in contact within the chat widget builder, in addition to the standard fields. These custom fields allow businesses to collect additional information during interactions with customers using SMS/Email and WhatsApp Chat Widget type. Standard Fields: The chat widget will continue to support the following standard fields: Supported Custom Field Types: The widget supports the following custom field data types: Field Limitations: Users can add a total of up to 5 fields, which includes both the standard and custom fields. [Either Phone or Email are mandatory] Field Validation & Mandatory Fields: Standard fields (Name, Phone, Email, and Message) are mandatory when added. You can mark custom contact fields as required in the contact form. Required fields display an asterisk (*) in the widget. Visitors cannot submit the form until they complete all required fields. Required field enforcement applies when: A visitor starts a conversation through the widget contact form. An agent requests contact details during an active conversation. Input validation applies for custom fields: Phone fields validate based on country code. Email fields validate for correct email format. Existing widgets remain unchanged unless you mark fields as required. Phone Field Internationalization: If two or more phone number fields are added, the chat widget allows the user to select a country code for international phone number formatting. However, only one country flag can be selected for all phone fields. If a user changes the country flag in one field, it will automatically update the flag in the other phone field(s).
Fields in this part of the guide Name (mandatory)MessageSINGLE LINEMULTI LINEMONETARYNUMERICPHONEDATE PICKERDROPDOWN (SINGLE)Field Validation & Mandatory Fields:Required field enforcement applies when:Input validation applies for custom fields:
Example values
Name (mandatory)
Priya Raman
PHONE
+1 312 847 1928

Illustrative values showing the expected format. They are not read from the screenshot.

All 14 steps in this procedure
  1. Custom Field Addition: Users can now add custom fields in contact within the chat widget builder, in addition to the standard fields. These custom fields allow businesses to collect additional information during interactions with customers using SMS/Email and WhatsApp Chat Widget type.
  2. Standard Fields: The chat widget will continue to support the following standard fields:
  3. Supported Custom Field Types: The widget supports the following custom field data types:
  4. Field Limitations: Users can add a total of up to 5 fields, which includes both the standard and custom fields. [Either Phone or Email are mandatory]
  5. Field Validation & Mandatory Fields:
  6. Standard fields (Name, Phone, Email, and Message) are mandatory when added.
  7. You can mark custom contact fields as required in the contact form.
  8. Required fields display an asterisk (*) in the widget.
  9. Visitors cannot submit the form until they complete all required fields.
  10. Required field enforcement applies when:
  11. A visitor starts a conversation through the widget contact form.
  12. An agent requests contact details during an active conversation.
  13. Input validation applies for custom fields:
  14. Phone fields validate based on country code.

Was this guide helpful?

Related guides

Getting Started with Chat Widget5 min read · 16 imagesOverview of Chat Widget Customizations6 min read · 10 imagesChat Widget - Business Office Hours in Live Chat1 min read · 7 imagesChat Widget - Send your leads to Whatsapp Chat1 min read · 4 images