Arlo offers a fully customizable database where you can add, edit or remove a number of field types against a range of entities to meet your requirements. Once available, you can store information in these fields directly against the required entity to make it easy to report on the information in your management platform.
Arlo supports the following field types.
Some field types are not available on all entities.
Single-line text
The single-line text field allows users to submit a single line of text.
Multi-line text
The multi-line text field is capable of storing multiple lines of text.
Checkbox
The checkbox field is a single checkbox e.g. 'Tick if you require accommodation'.
You can choose whether or not the field is ticked, or not ticked by default.
Checkbox list
The Checkbox list allows you to present one or many checkboxes which allow multiple selections e.g. 'Please indicate what other courses interest you (tick all that apply).'
Yes/No
The Yes/No field allows users to select either yes or no as a response to the asked question.
You can define the text displayed in the Yes and No options for the field.
Yes/No with text
The Yes/No with text field allows users to select either yes or no as a response to the asked question and, if Yes is selected, an additional field becomes available.
You can define the text displayed in the Yes and No options for the field, and the message to be displayed if Yes is selected e.g. 'Please specify' or 'Select your choice'.
Drop-down list
The drop-down list allows users to select one option from a list of preconfigured values.
You can press Edit options list to add the dropdown values. Each value should be separated by a new line.
The setting Default Value allows you to specify a default value.
The AutoComplete user input enables the field to be auto-completed when a field has 2 or more characters entered (if only one matching option exists).
Drop-down list with text
The drop-down list with text allows the user to select 'Other' and type in an option if their preferred one is not available on the preconfigured list.
You can press Edit options list to add the dropdown values. Each value should be separated by a new line.
The setting Default Value allows you to specify a default value.
The AutoComplete user input enables the field to be auto-completed when a field has 2 or more characters entered (if only one matching option exists).
You can also define the message to be displayed if the field is blank e.g. 'Please specify' or 'Select your choice'.
Radio list
The radio list allows users to select one option from a list. Unlike a checkbox list, only one option from the available choices can be selected.
Press Edit Options List to add the Radio List values. Each value should be separated by a new line.
Use Default Value to specify the default value selected on the list.
Number
The number field allows a user to enter a number and only numerical characters will be accepted.
Date
The date field allows you to present a field that captures a date.
Website
The website field allows users to enter a website URL. This field automatically validates that the information entered was formatted correctly.
The email field allows users to enter an email address.
Fields can be configured for the following entities within the management platform.
Contacts
Arlo CRM comes preconfigured with a number of default contact fields. This allows you to quickly start collecting important information about your end users.
In addition to the default contact fields, you can also add custom fields to your contact records, enabling you to record, store, and report on information relevant to your business. Some contact fields can also be used as criteria for discounts.
All field types can be added as custom fields to contact records.
Contact fields are able to be added to your website registration forms so data about a contact can be captured at the time of registration.
Organisations
As with contact fields, Arlo comes with a number of preconfigured organisation fields so you can quickly start to build your CRM.
In addition to the default fields, you can also add custom fields to your organisation records, enabling you to record, store, and report on information relevant to your business. Some organisation fields can also be used as criteria for discounts.
All field types can be added as custom fields to organisation records.
Courses
Arlo allows you to add custom fields to courses. Custom course fields can be used to store course specific information.
This information can then be used in reporting or can be transferred to other applications using Zapier.
The following field types can be added to course records:
- Single-line text
- Multi-line text
- Checkbox
- Checkbox list
- Dropdown list
Course sessions
Arlo allows you to add custom fields to course sessions. Custom session fields can be used to store session specific information.
The following field types can be added to session records:
- Single-line text
- Multi-line text
- Checkbox
- Checkbox list
- Dropdown list
Registrations
With Arlo, you can add custom fields to registrations. This enables you to record, store, and report on relevant business information that is specific to a single registration. These fields are useful for data that regularly changes based on a contact's registration, such as years of previous experience or how they learned about your course.
Registration fields are able to be added to your website registration forms so data can be captured at the time of registration.
The following field types can be added to registration records:
- Single-line text
- Multi-line text
- Checkbox
- Checkbox list
- Dropdown list
- Radio list
Venues
Arlo allows you to add custom fields to venues. Once configured, these fields can be used to store session specific information about the venues you use.
The following field types can be added to registration records:
- Single-line text
- Multi-line text
- Checkbox
- Checkbox list
- Dropdown list
Applications
Arlo allows you to create custom fields for use on your application forms. Once configured, these fields can be used to store information about each application, enabling you to record and report on information relevant to your business.
Application fields are able to be added to your application forms so relevant data can be captured at the time of the application.
The following field types can be added for applications:
- Single-line text
- Multi-line text
- Checkbox
- Checkbox list
- Dropdown list
- Radio list
Leads
Arlo allows you to create custom fields for use on your lead forms. Once configured, these fields can be used to store information about each lead, enabling you to record and report on information relevant to your business.
Lead fields are able to be added to your lead forms so relevant data can be captured at the time of the expression of interest.
All field types can be added as custom fields to lead records.
- Open the Settings menu item.
- From the Platform setup section, select Fields.
- Select the entity you would like to edit (add, remove, or change) fields on, e.g. Contacts.
Inactive fields exist on your platform, but will not appear on the platform or in any of your reports.
To enable an inactive field:
- Access the field settings for the required entity.
- Scroll down to the Inactive Fields section.
- Hover over the field you wish to enable and click Enable.
- The field will be activated immediately and can be found in the list of Active fields.
Before adding new fields, confirm that the field you need is not already available in Arlo in the inactive field list.
- Access the field settings for the required entity.
- Drag the required field type to the active fields area to create new a field. The field slider will open.
- Enter the name of the field being added in the Label field. This will be displayed on the management platform and, if the field is being used on a form, on the checkout/relevant form.
- Arlo will use the Label name specified, as the System name of the field. If you would like another system name to be used, click Edit then enter the new System name. The system name is the column heading that is used for the field when importing/exporting specific field information.
- Add any additional information you would like to be displayed with the field on your website registration forms, in the Help Text and Description fields.
- Below is an example of help text and a description being displayed on the checkout.
- The following field types have additional settings that can be configured e.g. 'Dropdown' values.
- Checkbox
- Yes/No
- Yes/No with text
- Dropdown list
- Dropdown list with text
- Radio list
- Press Save or Save and Close to save the field on your platform. The field will be added to the record immediately. If the field is available for use on forms, the field will need to be added to the required forms.
Disabling a field means it will no longer appear against the relevant record in the management platform or on any reports. If the field has saved data against it, when re-enabled the data will still be there.
Fields marked with System cannot be deactivated.
- Access the field settings for the required entity.
- Find the field in the Active fields list.
- Hover over the field and click Disable.
- The field will then be moved to the Inactive fields list, at the bottom of the page and be deactivated immediately.
To make changes to an existing field:
- Access the field settings for the required entity.
- Hover over the field in either the Active or Inactive fields list and click Edit.
- Edit the field settings (Label, Website form settings) as needed.
- Press Save and Close. The changes will be made immediately.
If you are editing a field label that currently exists on a registration form, you must:
- Make and save the changes to the field in your Fields settings (e.g relabel, add help text, description etc).
- Remove the field from the default forms in Registrations, and/or if you have custom forms, you will need to do this on each custom form. Once you have removed the field, press Save.
- Re-add the field to your registration forms. You will know if a field has been correctly updated, as when you add it back onto the registration form, it will reflect the new label that you have given it.
- Check how the registration form displays on the website, to ensure the changes you have made to the field are correctly showing.
On any of the fields that contain list items, you can copy and paste items directly from Excel, and other sources into Arlo, as long as the items are listed on separate lines.
- Copy the list items from the external source, for example, Excel.
- Paste the list items into the List items section on the field you would like to use them on.
To see more of the field, use the drag option in the bottom right-hand corner of the text box.
The following instructions outline how to add different field types to your website forms in Arlo.
Learn how to add contact and registration fields to your registration forms.
Learn how to add fields to your lead forms.
Learn how to add fields to your application forms.