Custom contact field overview

1. Click "Contacts" > "Fields." 
2. Click the "Contacts" tab on the Manage Fields page.
3. Click "Add Group."
   
   
   
4. A modal window will appear. Type the name of the group into the field provided.
5. Click the "Create" button.

The new field group will appear at the bottom of the Manage Fields page.

1. Hover your mouse over the field group name.
2. Click the edit (pencil) icon.
3. A modal window will appear. Type the new name into the field provided.
4. Click the "Save" button.

1. Hover your mouse over the group you wish to remove.
2. Click the trash icon.
3. A delete confirmation modal window will appear. If you have fields in the group you are deleting, you'll be asked to move those fields to a different group.
4. Click the "Delete" button.

Our custom contact fields feature is robust and flexible. You can create a variety of different custom field types:

• Text input
  This is a traditional text input field that collects a short piece of data that a contact would type. You can use this to collect short, typed responses from contacts when they submit a form, for example, a name or phone number.
• Text area
  This field type lets contacts type multiple lines of text, allowing you to collect more data from them. You can use this to collect longer typed responses from contacts when they submit a form, for example, multi-sentence answers to a question on a form, notes, etc.
• Date
  This is used to specify a date and includes month, day, and year and can be used to collect birth dates, anniversaries, events, and more. The date field in a form uses the following format: YYYY-MM-DD. Upon form submission, the date will convert to the date format you have created in your account. If you do not wish to use this date display format, you must use a text input field to collect date information instead. In addition, if importing a CSV file, date fields should also use a YYYY-MM-DD format. Note: the Date/Time custom field type will only store and display time in 15-minute increments. If the custom field is updated via an automation or API the time would be automatically rounded up or down to the nearest interval.
• Drop-down menu
  This uses a predefined set of options that contacts can select when submitting a form. This field type is recommended if you have ten or more options for contacts to choose from. If you have less than ten options, use a Radio button field instead.
• List box
  This field type displays a list of predefined options that contacts can choose from. Contacts will need to shift-click to choose more than one answer option for this field.
• Radio buttons
  This custom field type functions the same as the drop-down menu field type; contacts can only choose one answer from a list of predefined answers. However, the visual representation is different.
• Check box(es)
  This custom field type allows contacts to choose one or more answer options from a predefined list of options.
• Hidden field
  This custom field type is a text field and is not visible to contacts. You can use this to assign pieces of information to contacts when they submit a form. Read more about hidden fields.

1. Click "Contacts" > "Fields." 
2. Click the “Contacts” tab. 
3. Click the “Add Field” button.
4. An "Add Field" modal will open. Type the field name into the field provided.
5. Click the "Group" dropdown field and click the group you wish to add the new field to. 
6. Click the "Field Type" dropdown field and click the field type you wish to create. Note that you will need to provide answer options for the dropdown menu, list box, radio buttons, and check box(es) field types.
7. Click the "Add" button.

1. Click "Contacts" on the left menu.
2. Click any contact record to open it.
3. Click the "Manage Fields" option.
4. You will be redirected to the Manage Fields page for your Contact fields. Click the “Add Field” button.
5. An "Add Field" modal will open. Type the field name into the field provided.
6. Click the "Group" dropdown field and click the group you wish to add the new field to. 
7. Click the "Field Type" dropdown field and click the field type you wish to create. Note that you will need to provide answer options for the dropdown menu, list box, radio button, and check box(es) field types.
8. Click the "Add" button.

1. Click "Website" on the left menu.
2. Click the "Forms" option.
3. If you currently do not have any forms, click the "Create a form" button and create a form. If you do have a form, click the "Edit" button you want to add a custom field to.
4. Click the "Add Custom Field" button located under the "My Fields" tab. This is located at the bottom of the form builder.
   
   
5. A modal window will appear. Type the field name into the field provided.
6. Click the "Group" dropdown and click the group that the field should belong to.
7. Click the "Field Input" dropdown and click the field type. If you are creating a dropdown, list box, check box, or radio button field, you will need to provide answer options here.
8. Click the "Add" button when finished.

When you import contacts from a CSV file, you can create new custom contact fields right from the import page.

1. Follow the steps to import your contacts from a CSV file.
2. When mapping CSV columns with fields, you can create a new field by clicking the "Map into field" dropdown > "[Add New Field]."

Any new custom contact field you create from the CSV file import page will be added to the General Details field group by default. To change the group for this field, navigate to the Manage Fields page and drag it to a different group.