Collect custom data

A Collect custom data step asks any question you write and saves the reply under a field name you choose, such as "Shirt size" or "Rating". Use it for anything the other question types don't cover.

Steps

1. Open your flow under Data Capture Flows.
2. Click Add a step, or the + where you want it.
3. Under Capture data, choose Collect custom data ("Anything else, in their words").
4. Enter a Field name, up to 100 characters. It's shown in your contacts and exports.
5. Write the Question, such as "What size T-shirt do you wear? S, M, L, or XL?"
6. Click Add & save.

How answers are saved

• Any reply is accepted and saved as typed, so there's no retry.
• The field name becomes a key in lowercase with underscores: "Shirt size" is saved as shirt_size. The key is set when the step is created, so renaming the field later keeps the same key.
• On the contact's timeline, the answer shows as "Shirt size recorded".
• In your CSV export, each key gets its own column.
• Webhooks and Zapier receive it under its key.

Example: session feedback

The Collect session feedback template uses two custom steps: "Rating" ("On a scale of 1 to 5, how would you rate this session?") and "Comment" ("What's one thing we could do better?"). Load it from Load a template or copy… (Start from a template).

When to use something else

• For a fixed list of choices with live results, use Ask a poll question. See Add a poll question.
• For email, name, company, or location, use those steps. They're checked or split for you, and they fill the standard contact fields.