Customizing your meeting form with data fields

Data fields allow you to tailor your meeting forms and routing forms to gather exactly the information you need. This article guides you through creating, adding, and managing data fields in meetergo.

Creating a New Data Field

1. Login to your meetergo account and go to data fields
2. Click the "Add field" button
3. Choose the desired field type from the dropdown menu
4. Fill in the field details.

Alternatively, you can create data fields directly in the form builder for quick additions.

Available Data Field Types

Data fields are grouped into input fields (where visitors enter or select data) and structural elements (layout helpers with no input).

Input Fields

• Email: Collects valid email addresses with built-in format validation.
• Phone number: Gathers phone numbers. Configurable for different formats or specific country codes.
• Single line input: A versatile field for short text responses such as names, titles, or brief answers.
• Multi-line input: Allows for longer text entries — perfect for comments, descriptions, or detailed responses.
• URL input: Collects web addresses with built-in URL format validation.
• Numeric input: Accepts only numerical values. Useful for quantities, ages, or any number-based data.
• Dropdown: Presents a list of predefined options. Ideal when you want to limit responses to specific choices.
• Radio input: Similar to dropdown, but displays all options at once. Best when you want visitors to see every available choice and select exactly one.
• Single checkbox: A simple yes/no or agree/disagree field. Useful for consent or simple confirmations.
• Multiple checkbox: Lets visitors select multiple options from a list. Great for "select all that apply" scenarios.
• Yes / No: Two large buttons for a clear binary choice. Easier to tap on mobile than a checkbox.
• Date: A date picker for open-ended date questions (no age restriction, unlike the date-of-birth field).
• Time: A time picker for collecting a specific time (HH:MM).
• Rating: A star rating field. The number of stars is configurable (default: 5).
• Signature: A touch/mouse canvas for collecting a hand-drawn e-signature, stored as an image.
• Image upload: An image-only file upload that also enables camera capture on mobile devices.
• File: Allows visitors to upload any file. See File upload for booking forms for details.

Structural Elements

Structural fields control the layout and presentation of your form — they do not collect data.

• Heading: Displays a section heading (<h3>) using the field label as text. Use it to group related questions visually.
• Separator: A horizontal divider line (<hr>) to create visual breaks between sections.
• Page break: Splits the form into multiple pages. Visitors navigate between pages using Next/Back buttons, and a progress indicator is shown. See Creating Multi-Page Forms with Page Breaks for how to structure the pages and how page breaks compare to funnel slides.

Markdown Support for Field Labels

Any field label can be formatted with Markdown by toggling "Use Markdown" in the field's settings. See Using Markdown in Field Labels for the supported syntax and examples.

Adding Data Fields to Your Form

Meeting type booking forms

1. Go to your meeting type settings
2. Select "Booking form"
3. Choose the data fields you want to add from the available options

Routing forms

Add fields directly in the form Builder tab. See Getting started with Routing Forms & Funnels for details.

Using Data Fields in Notifications

Your meeting type's custom form fields automatically appear in the variable picker when editing notification templates (confirmation emails, reminders, follow-ups, calendar invites, and SMS). Click "Add variable", select the Form Fields category, and choose the field you want to insert.

You can also use the double curly brace syntax manually:

1. Find the data field ID: Each field has a unique identifier visible in its settings (e.g. full_name).
2. Use the syntax: Wrap the field ID in double curly braces — {{full_name}}.
3. Place it in your template: Insert {{field_id}} wherever you want the invitee's response to appear.

Example email notification:

Dear {{full_name}},

Thank you for booking a {{meeting_type}} with us on {{meeting_date}}.

We look forward to discussing {{meeting_topic}} with you.

Best regards,
{{host_name}}

• You can use as many data fields as you need in a single template.
• If an invitee skips an optional field, that placeholder will simply be blank in the notification.
• Test your notifications to verify they look correct with all placeholders filled in.

FAQ

Can I edit a data field after creating it?

Yes, you can edit data fields at any time. Keep in mind that changes will apply to all forms using that field.

Is there a limit to how many data fields I can create?

There is no set limit. However, consider your visitors' experience when deciding how many fields to include in a single form — fewer, well-chosen questions typically convert better.

Can I change the order of fields in my form?

Yes. In the form builder, drag and drop fields into your preferred order. In meeting type settings, reorder under "Booking form".

Which field types are available in both routing forms and meeting type forms?

All input field types are available in both contexts. Structural elements (heading, separator, page break) are also available in both, though page break pagination in the meeting type booking flow is not yet supported.