{"id":5196,"date":"2023-04-05T16:18:13","date_gmt":"2023-04-05T16:18:13","guid":{"rendered":"https:\/\/www.greminders.com\/articles\/?p=5196"},"modified":"2024-07-15T17:35:21","modified_gmt":"2024-07-15T17:35:21","slug":"mapping-to-user-defined-fields-in-redtail","status":"publish","type":"post","link":"https:\/\/www.greminders.com\/articles\/mapping-to-user-defined-fields-in-redtail\/","title":{"rendered":"Mapping to User Defined Fields in Redtail"},"content":{"rendered":"\n

When you use GReminders automated scheduling to book appointments with prospective clients, you may wish to ask questions to better understand their situation, how they heard about you, or even find out what beverages they like so you can be sure to have it on hand for their appointment.<\/p>\n\n\n\n

GReminders allows you to map answers that your clients submit during scheduling to User Defined Fields (UDF) in Redtail<\/a>.  Here\u2019s how you set it all up:<\/p>\n\n\n\n

Create Your Custom Questions<\/h2>\n\n\n\n

Navigate to Custom Questions on the main menu and select \u201cNew Custom Question\u201d.<\/p>\n\n\n\n

\"Custom<\/figure><\/div>\n\n\n\n

Follow these steps to create a custom question that can be used in your online booking calendar:<\/p>\n\n\n\n

1. Create a unique name for the question.<\/p>\n\n\n\n

2. Include the question your clients will see.<\/p>\n\n\n\n

3. Include a mouse over tool tip your clients can refer to if they need help.<\/p>\n\n\n\n

4. Choose a Data Type that will match the data type in Redtail\u2019s UDF section.<\/p>\n\n\n\n

5. Include a default value if you like.<\/p>\n\n\n\n

6. In a Dropdown list data type, you can add as many answers as you like for your client to choose from.<\/p>\n\n\n\n

7. A unique custom variable will be created. This variable will be available to use in your Client Reminder Templates.<\/p>\n\n\n\n

Create Your UDF in Redtail<\/h2>\n\n\n\n

You\u2019ll need to create UDFs in Redtail to map the answers to the questions you\u2019ll ask your clients.<\/p>\n\n\n\n

\"Redtail<\/figure><\/div>\n\n\n\n

The UDF above will be used with the Custom Question we just created. To learn more about setting up UDFs in Redtail, click here<\/a>.<\/p>\n\n\n\n

Map Your Custom Questions to UDFs in Redtail<\/h2>\n\n\n\n

Next, under Integrations, click on \u201cConnected\u201d under Redtail CRM.<\/p>\n\n\n\n

\"Mapp<\/figure>\n\n\n\n

Select the custom question you created in GReminders on the left and match to the Redtail UDF field name on the right.  If it says \u201cUnmappable\u201d your types may not match (i.e., you are trying to match a One Line type in GReminders to a List of Values type in Redtail).<\/p>\n\n\n\n

Add Custom Question to Your Event Type<\/h2>\n\n\n\n

In your Event Type template, scroll down to the questions section. Click on \u201cAdd a Question\u201d and select the custom question(s) you created to add them to the online booking form.<\/p>\n\n\n\n

\"add<\/figure><\/div>\n\n\n\n

In the example above, the \u201cReferrer\u201d question is highlighted along with several other questions that we\u2019ll map to other UDFs in Redtail.<\/p>\n\n\n\n

Your Online Booking Registration Form<\/h2>\n\n\n\n

After your clients choose a date and time to meet, they will be presented with the registration form complete with the questions you have included.<\/p>\n\n\n\n

\"Client<\/figure>\n\n\n\n

Once they complete and submit the form\u2026<\/p>\n\n\n\n

\"UDFs<\/figure><\/div>\n\n\n\n

You\u2019ll see the answers imported into Redtail under UDFs.<\/p>\n\n\n\n

Please Note:<\/strong><\/p>\n\n\n\n