How Customer Fields Work

How Customer Fields Work

What Are Customer Fields?

Customer fields allow you to collect and store rich customer information, helping you create targeted lists for push messages, memberships, or rewards. This data is gathered when a customer creates an account and can be edited through their profile.

User Experience

The customer fields you set up will become part of the account creation process for new customers who download your app.

Once an account is created your customers can update their info at any time in their profile.

Setting Up Customer Fields

  1. Log into the TapWyse Manager.
  2. From the Quick Start Page, click Customer Dashboard.
  3. A new tab will open up. On the next page, click Settings.
  4. You will see three sections: Stripe, Organization, and Customer Settings. Click Customer Settings
  5. On this page, there are two tabs: Fields and Barcode. The default tab is Fields, where you can view and configure the customer data you collect.

Sections

A Section is a logical group of Fields. Sections with at least one visible field will appear in your app and manager.
  1. To CREATE a Section simply click Create Section and give your section a Name and optional Description. 
  2. To EDIT a section simply click Edit on the section you would like to change.
  3. Drag and drop sections to ORDER them.
  4. To DELETE a section you must first remove all fields from that section.
  5. We have pre-filled some Sections and Fields. These defaults can be edited and reordered to fit your needs.
NotesNOTE: The fields in the Internal Section are for support purposes. They not visible in your app or manager by default. Please do not edit these fields unless asked to do so.

Creating Customer Fields

The following fields types can be collected as part of your customer data:
  1. Single line: A one-line text box.
  2. Multi-line: A larger text box for multiple lines.
  3. Email: Requires a valid email format.
  4. Checkbox: Yes/No (true/false).
  5. Number: Must be a whole number.
  6. Decimal: Supports decimal numbers.
  7. Date: A date picker (without a time element).
  8. Pick List: A dropdown where customers can select one option.
To CREATE a customer field Navigate to the desired Section and click Create Field.  A popup will appear, asking for the following details: 
  1. Name, this is the field name visible to your customers (e.g., "First Name" or "Who told you about our app?").
  2. Description, helps customers understand the purpose of the field. 
  3. Field Type, select the best field type for the data you would like to collect.
  4. Required, by default new fields are optional. To make a field required, use the following settings:
  5. Click Save to add the field.

Advanced Field Settings

You can control precisely how your customer fields behave both in your app and your manager with the Advanced Field Settings. Below is the description of each setting and what it does.
  1. How customers see the field in the app:
    1. Creating an Account:
      1. Is the field Visible? (Can the customer see it?)
      2. Is the field Required? (Must they fill it out?)
    2. Editing Customer Profile: 
      1. Is the field Visible? (Can they see it?)
      2. Is the field Editable? (Can they change it?)
      3. Is the field Required? (Must they fill it out?)
  2. How you see the field in the manager:
    1. When Creating a Customer:
      1. Is the field Visible? (Can you see it?)
      2. Is the field Required? (Must you fill it out?)
    2. When Editing a Customer:
      1. Is the field Visible? (Can you see it?)
      2. Is the field Editable? (Can you change it?)
      3. Is the field Required? (Must you fill it out?)

Editing and Moving Customer Fields

You can drag and drop a fields within a Section to set the ORDER. Click on the Pencil to EDIT or move the field between sections.
  1. Edit the desired information or 'move' the field to another Section. 
  2. Click Save to update the field.

Deleting Customer Fields

Warning
IMPORTANT: Deleting the field will permanently erase all associated data. This action CANNOT be undone, and we CANNOT restore lost data. If you no longer need a field but want to retain the data:
  1. Disable visibility instead of deleting it.
  2. Move the field to a dedicated section (e.g., "Archived Fields" or "Unused Fields") for safekeeping
Here are the steps to DELETE a Customer Field.
  1. Navigate to the field you would like to delete.
  2. Click on the trash can and confirm that you want to delete the field.

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