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How to Set Up Your Audience Info Builder

Step-by-step guide to set up Audience Info Builder, create custom forms, and start collecting the user data that matters most.

Updated over 8 months ago

If you’re new to this tool, start by reading Why Use Our Audience Info Builder to understand how it can help you collect valuable audience data and personalize your user experience.

💡 How to Get Started

Audience Info Builder is available as an add-on feature. Go ahead and add the feature <here> to get started.

Access the Audience Info Builder

Once the feature has been enabled:

  1. Log in to your SupaPass Admin Dashboard.

  2. Navigate in the left panel to Data > Form Data > click on the tab Audience Info Builder.

You'll see:

  • A left-hand column where you configure the form settings, like when the data is collected and the setup of the questions.

  • A right-hand layout preview that shows how your form will appear to users. This preview is not dynamic and cannot be clicked on.

⚠️ Live Changes Warning Changes go live instantly when you make changes. We recommend drafting your form fully before saving to avoid showing incomplete or test forms to users.

Choose When to Collect Data

In the Custom User Data Collection Settings section, choose from the drop down when the form should appear for users:

  • Collect in User Account Settings only(default): Form appears in account settings only.

  • Collect on registration & Account Settings: Form is shown immediately after sign-up and in Account Settings.

  • Collect on purchases & Account Settings: Form is shown after product purchases and in Account Settings.

  • Registration AND purchases & Settings: Form appears both after sign-up and purchases.
    Note: This may increase friction in the user journey.

💡 Keep in mind! The form will always be visible in your audience's Account Settings, regardless of trigger.

Choose Your Standard Questions

Below the trigger settings, toggle which standard fields should be shown in your form. When you toggle a field on, it will appear in the preview on the right side of the screen. The standard questions are:

  • Title (e.g., Mr/Ms)

  • First & Last Name

  • Username

  • Phone Number (+ country code)

  • Additional Phone Number

  • Country (dropdown)

  • Address (7-part input with auto-complete)

  • Website Links (e.g., social profiles or personal sites)

⚠️ Keep in mind! First Name, Last Name, and Username are always required and cannot be disabled.

🔗 Want to learn more about what each field does? See our Standard Fields reference

Create your own questions With Customize Additional User Data

Click “Create Your Own Question” to add custom fields unique to your business. When you click the button it will open a pop-up screen with the configuration settings.

Type of Data field

First you choose a data field from the drop down, you can choose from the following data fields:

Field Type

Description

Text

Allows the user to write a single line of text.

Text Box

Allows for multiple lines of text in a larger input box.

Number

Accepts numeric input (e.g., 12.33). ⚠️ Input is validated as a number—use Text if your expected answer might include symbols or isn’t strictly numeric.

Checkbox

A simple yes/no toggle. Checked = yes; unchecked = no.

Date Time

Captures both date and time (e.g., 2027-08-03 22:31:46). Displays a combined picker.

Date

Captures a date only (e.g., 2027-09-12). Enables a calendar picker. ⚠️ Take care when requesting sensitive info like date of birth.

Dropdown (select one)

Offers a list of options in a dropdown menu. User can select one only. You’ll define these options in the Available Values field.

Dropdown (select more than one)

Similar to above, but user can select multiple options from the dropdown.

Checkboxes (multiple options)

Displays a list of checkboxes so users can select one or more options. Functionally similar to multi-select dropdowns but more visibly accessible.

⚠️ Keep in mind! Once a data type is selected, it cannot be changed later to a different kind (e.g., Text → Number).

Configure the rest of the fields

Data Label (Question): the action question you'd like to ask or data you'd like to collect from your audience.

Description (Optional): Add guidance, links, or disclaimers. This will show under the data label

Required: Tick the box if a question must be answered by your audience in order to proceed.

Limit to Specific Products: Target specific paid products. The question will only show for users who have purchased those.

⚠️ Keep in mind Required Questions May Reduce Completion Rates Use this option only when absolutely necessary.

Once you've configured all the settings click Save. If the Save button is greyed out, it means we require some more information before continuing. Once you clicked the save you will see your custom question appear in the preview layout on the right side of the screen.

Manage Your Questions

Once the custom questions are created there are some options on editing them. Here is an overview what you can do.

Reorder Custom Questions

Drag and drop your custom questions in the list to reorder them.

🔄 Standard questions cannot be reordered.

Edit Custom Questions

Click the three-dot menu beside a question > Edit. You’ll see the same pop-up to make updates.

If you want to change the field type you need to keep in mind that you can only change between compatible field types (e.g., Text ↔ Text Box). If incompatible, you’ll need to hide the question and create a new one. It is not possible to delete custom questions.

Hide/Show Questions

Temporarily remove questions from your form via the three-dot menu > Hide. Restore them anytime by selecting Show.

⚠️ Live Changes Warning Changes go live instantly when you make changes. We recommend drafting your form fully before saving to avoid showing incomplete or test forms to users.

✅ Final Tips

  • Changes in the form are instant, there is no need to click save (except when creating a new custom question). Keep this in mind when building out your form. Every change will be live in your website and your audience can see this.

  • Use Webhooks to connect your form data to external tools.

  • Once you've completed your setup, you can test out the form by completing the intended user journey yourself. We highly recommend this before launching publicly.

🙋‍♀️ Frequently Asked Questions

Can I reorder the standard fields?

No, only custom questions can be reordered.

Can I edit a question after saving it?

Yes, you can edit the data label, description and if the question is required. There are limits with editing when you want to change the question’s data type (e.g., from number to text). In most cases, you’ll need to hide and recreate it.

Can I show certain questions only for users who buy specific products?

Yes! Use the 'Limit to specific products' section in the question builder to associate questions with specific products.

What happens if I hide a question?

Hidden questions won’t appear in your live form but remain saved in your dashboard.

Will users be able to update their info later?

Yes, users can always edit their responses from their Account Settings when logged in.

How does this integrate with Webhooks or CRMs?

You can trigger webhook events with submitted data. See our Webhooks documentation for full setup instructions.

Can I test this setup without affecting users?

Not currently. changes to your forms are shown directly on your website. We recommend that you write out a draft of your questions prior to configuring them in your dashboard.


Do you have any other question, you can reach out via the chat 💬 to ask as any further questions.

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