Before you start
- Create the custom fields and tags you need.
- Prefer clear field names (
budget_range, notq3). - Decide validation rules (email format, phone, required answer).
User Input
Use User Input (or Get User Data, depending on your builder label) to ask a question and store the reply.1
Add User Input
Place the block after the prompt message (or include the prompt in the block if your UI combines them).
2
Choose a reply type
Free text, email, phone, number, or multiple choice — match the data you need.
3
Save to a custom field
Select the target custom user field. Later blocks can read it with
{{your_field}}.4
Handle invalid answers
Configure retry / failure paths when the reply type is strict (email, phone).
Set Custom Field
Use Set Custom Field when the value is known without asking — for examplesource = instagram_story or a value returned from an External Request.
Tag / Untag
Tags are boolean labels. Use them for lifecycle and routing:- Apply
qualifiedafter a successful Condition path - Remove
open_ticketwhen a Flow closes the loop - Let Automation Rules fire when a tag is applied
Multiple choice answers
For static choices, use Quick Replies or a multiple-choice User Input with fixed options. For options loaded from an API or spreadsheet, see Dynamic choices.Use the data you collected
Next
Conditions
Branch on fields, tags, and channel.
Contacts
Field types, tags, and segments in depth.