Custom fields

We provide default fields for storing information about your contacts, but you may want to add additional fields to collect information unique and important to your business.

You are able to create an unlimited amount of fields using our custom fields feature. Custom fields can be placed on forms so that a contact fills in the information for you when they submit a form. Or, custom field data can be populated using integrations and using our API.

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

  • Text
  • Dates
  • Drop-down menus
  • Multi-selection lists
  • Radio buttons
  • Check boxes
  • Hidden fields

Custom fields can be used for more than just storing contact data:

  • When you create a custom field, you also create a personalization tag that can be used to insert the field's value into an email campaign. You can also set a default value so that if you don't have that data yet, it will insert some default text.
  • Custom fields can also be used to trigger automations (using the “Field changes” trigger).
  • Custom field data can be used to increase or decrease a contact or lead score.
  • Custom date fields can be used to begin automations that occur relative to specific dates. For instance, you could create a custom date field for a contract renewal date and automate the process of renewing the contract with a client.
  • Hidden custom fields can be used to pass data into web pages and collect information such as UTM parameters

In this article we'll cover how to create custom fields and various ways to use them.

To create a new custom field:

Click “Lists” in the top menu to navigate to Lists Overview.

Click the “Manage Fields” button:

Click the “New Custom Field” button in the top-left corner:

A modal window will appear with options for the format of your custom field. Select the custom field format you want and click “Next.”

Type the name of the custom field and, if your format necessitates it, the names of any options. When you are done, click “Next.”

Custom field options:

Click “Edit” next to a custom field to display additional configuration options.

Here, you can set a default value for your custom field so that if you use it as a personalization tag in a campaign, it inserts a default value you define (rather than leaving an empty space).

Click “Show Advanced” in the bottom left-hand corner.

Here you can specify which lists will use this custom field. By default it is set to “All lists.”

Note that you can change the order of the fields so that important information is displayed at the top of the contact record and related fields are grouped together by clicking “Reorder fields” and then dragging fields to new positions.

Custom field personalization tags:

The third column labeled “Personalization tag” contains a tag you can use to insert a field's value into your campaign:

You can use the personalization button to insert your personalization tags:

Triggering automations with custom field values:

The “Field changes” trigger can be used to begin automations when a custom field is updated. By segmenting the contacts that enter the automation, you can have the automation run only for contacts with specific values.

For instance, you might want to begin a targeted follow-up sequence if a contact checks a box to indicate they are interested in a particular product. You could create a custom field for “Interested in...” and then have options for each of your products or categories of products. Then, you could create an automation with a targeted follow-up sequence for each of your products. Finally, you'd segment the trigger so that that automation runs only if the contact indicated interested in that product by selecting it on the form.

Triggering automations based on a date using custom fields:

The “Date based” trigger can begin an automation before, after, or on a date value so that you can create automations that occur relative to dates.

For instance, you could have a birthday automation that delivers a coupon on a contacts birthday. Or, you could have an automation that reaches out a contact prior to their contract renewal date and creates a Deal Record so that you can begin the process of renewing the contract.

Increasing or decreasing a score based on a custom field:

Your scoring rules can look for specific values in a custom field and add or remove points. To set up a rule that looks for a custom field value, click the “Manage Scoring” button (on the Contact Overview page). Then click “Edit” next to the name of the score to modify it.

Click “Add New Rule.”

Select the “Custom Fields” category by clicking it.

Then select the field you want to score on. Depending on the format of the custom field, you'll have different options for how to configure the rule, but you'll be able to look for specific values or look for specific selections.

Click “Save” and then modify the number of points the rule distributes and decide when the points should expire.

For more information on scoring, see the help article on that topic.


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