Journey Fields

Modified on Tue, 23 Jun at 10:36 AM

The following field types can be used in Journeys. Some are not available as additional fields on lead groups.

Field Type	Description
Text	Alphanumeric input intended for brief entries such as a name.
Long Text	Alphanumeric input intended for more detailed entries such as notes.
Signature	Signature input box - allows entry using a mouse or touch device.
Table	Set columns and rows for data entry. Field types can be defined per row/column.
Selection	Single-select from a list. Displays as a drop-down menu with user-defined values.
Radio	Single-select from a list. Displays as a vertical menu with user-defined values.
Checklist	Multi-select from a list. Displays as a vertical menu with user-defined values.
Checkbox	Toggle selector - off by default. Can be clicked to mark as complete.
Currency	Decimal value (up to 2 decimal places). Displays with the GBP symbol (£).
Decimal	Accepts whole or fractional numbers to 2 decimal places, e.g. 1.5, 2.10, 3.9.
Integer	Accepts whole numbers only, e.g. 1, 2, 3.
Calculation	Customisable calculation using integer, decimal, and currency fields. The user cannot overwrite the result.
Email	Accepts alphanumeric characters. Expects a valid email format, e.g. name@domain.com.
Phone	Accepts numerical values. Optional toggle to require UK phone numbers only - when enabled, expects a valid UK format starting with 0.
Postcode	Accepts alphanumeric characters. Optional toggle to require UK postcodes only.
Address	Accepts alphanumeric characters. Displays separate inputs for line 1, line 2, line 3, town, and postcode. Optional toggle to require valid UK addresses only.
Date	Enter dates in DD/MM/YYYY format. A calendar picker is shown to the user.
Time	Enter times in HH:MM format.
Datetime	Combination of date and time inputs. A calendar picker lets the user select a specific day and time.

Creating and Deleting a Journey Field

Open a new or existing Journey associated with a lead group.
In the Journey editor, click + New field under the Journey fields selector.
Select the field type you want to add - it will be added to the end of the Journey automatically.
To delete a field, hover over it and click the delete icon.
If the field was in use, an error message will confirm it has been removed.

Adding Helper Text to a Field

Helper text appears beneath a field when viewing the Journey.

Click the field, then select the pencil icon - or double-click the field.
Enter your text in the Field helper text box.
The text will display beneath the field in the Journey.

Making Fields Read-Only or Required

Required - the field must have a valid value before the Journey can be submitted. Marked with a red asterisk next to the field label.
Read only - the field is visible in the Journey but its value cannot be changed. Shown with a padlock symbol.

To set these options:

Click the field, then select the pencil icon - or double-click the field.
Check the Read only or Required checkbox as needed.
Only one option can be selected at a time - choosing one hides the other.

Note: If an additional field is set to required at the lead group level, it will always be required when included in a Journey.