Custom Deal Field Overview

Custom deal fields are part of the Deals CRM feature. They are available on the following plans:

  • Plus
  • Professional
  • Enterprise

In ActiveCampaign, you can use custom deal fields to capture important information related to a deal. For example, you can use these fields to capture forecasted close dates, products or services the lead is interested in, geographic location of a lead, reasons why a deal was lost, and more. Capturing this information not only allows you and your team to better understand a deal, but it can also help you and your team focus on specific deals in your pipeline.

How to create a custom deal field

There are a few different places in your ActiveCampaign account where you can create a custom deal field: from the Manage Fields page and from any Deal page. We’ll walk through both options in this section.

Note: Only users who have permission to manage custom deal fields will be able to create and edit these fields.

Create a custom deal field from the Manage Fields page

  1. Click either “Forms” or “Lists” located in the left-side menu.
  2. Click “Manage Fields.”
  3. Click the “Deals” tab on the “Manage Fields” page.
  4. Click the “New Custom Deal Field” button.
  5. Select the type of field you wish to create, then click “Next.”
  6. Type the field name into the field provided and add any answer options (if applicable).
  7. Click the “Add Deal Field” button.

Create a custom deal field directly from a deal page

  1. From the Deals overview page, click any deal.
  2. Click the “Add Field” button located on the Deal page.
  3. Select the type of field you wish to create and click “Next.”
  4. Type the field name into the field provided and add any answer options (if applicable).
  5. Click the “Add Deal Field” button.

Once a custom deal field is created, it will be located under “Deals” on the Manage Fields page where you can edit it.

In addition, the new field will appear on all deals in all pipelines as well as in in the segment builder as a condition under custom deal fields. You can use this condition to create list segments for email campaigns, “If/Else” forks in automations, set up “Split test” automations, update a deal or contact score, create Goal actions in automations, and more. 

Note that custom deal fields are not available when creating conditional content in your campaigns or automation emails. 

Custom deal field types

You can create a variety of different custom field types:

  • Text input
    This is a traditional text input field that stores a short piece of data that you or someone on your team would type. For example, phone number, service tracking number, or account ID.
  • Text area
    This field type allows you or someone on your team to type multiple lines of text so you can store more data. For example, needs/opportunities, pain points/challenges, or background information about the lead.
  • Date
    This is used to specify a date and includes month, day, and year. You can either type the date or select it from a calendar. This can be used to collect forecasted close dates, contract end date, or subscription date.
  • Drop-down menu
    This uses a predefined set of options that you or someone on your team can select when creating or updating a deal. Only one value can be selected. You may want to use this to select how a lead heard about your services, a lead’s geographic location/region, or won/loss reason.
  • Multi-selection list
    This field type displays a list of predefined options that you can choose from. You will need to shift-click to choose more than one answer option for this field. You can use this field to capture purchased products or what technologies they most often use.
  • Radio button
    This custom field type functions the same as the drop-down menu field type; you can only choose one answer from a list of predefined answers. However, the visual representation is different. You can use this to store demographic information such as age ranges or whether or not the lead is qualified. 
  • Check box(es)
    This custom field type allows you to choose one or more answer options from a predefined list of options. For example, you can use this to capture other services that the lead is interested in. 
  • Hidden field
    This custom field type is a text field and is not visible to contacts when used on a form. You can use this to assign pieces of information to contacts when they submit a form. The ability to use custom deal fields on a form is coming soon. Read more about hidden fields here.

Update a custom deal field value

You can update the value of a custom deal field either manually for a deal or with the “Update custom field” automation action.

Manually update a custom deal field value

  1. From the Deals overview page, click the deal you wish to work with.
  2. Locate the custom field you wish to add or change the value for.
  3. Click the value for the custom field. If the field does not yet have a value, it will say “Click to add” instead. 
  4. Either type or select the value you wish the custom field to reflect for this specific deal.
  5. Click “Save.”

Update a custom deal field value with an automation

  1. From your automation, drag and drop the CRM > Update Custom Field action into your desired spot within the automation.
  2. A “Deal Field to Update” modal box will appear. Click the field dropdown to select the field you wish to update the value for.
  3. Next, click any of the options to either enter a new value, copy data from an existing contact field, or clear an existing value. 
  4. If you’re choosing to enter a new value, type it into the field provided. If you’re choosing to copy data from an existing contact field instead, select the contact field you wish to use from the dropdown that appears for that option. 
  5. In the “Affects” dropdown, choose the deal that should be updated. 
  6. In the “Pipeline” dropdown, select which pipeline the deal needs to be in in order for the field to be updated.
  7. Click “Save.”

Any contact with a deal who encounters this step in your automation will have their custom deal field updated to reflect the value you selected for their deal. 

See this help article for more information about this automation action. 

Edit or delete a custom deal field

From the Manage Fields page, click “Edit” next to any custom deal field to display additional configuration options. 

A modal window for your field will appear:

You will be able to edit the following:

  • Field name
    This is the name of the field you created. Once updated, the change will be reflected on the Manage Fields page, deal pages, any automations that refer to this field, and the segment builder.
  • Edit or add value options (if applicable)
    This applies to dropdown, radio button, check box, or multi select field types only. Here you can edit the value options you’ve already created, add new value options, remove a value option, or change the order in which the value options appear. 
  • Set a default value for the field
    Some of your deals may not have a value for the field you create and will appear as blank. With the default value, you can select which value should show in that custom field instead of no value.
  • Use advanced options
    This applies to dropdown, radio button, check box or multi select field types only. With this option, you can create a field that will list U.S. states or countries as value options for your field.

To delete a field at any time, click the checkbox next to the field you wish to delete then click the “Delete” button. In the modal window that appears, click the “I understand” toggle to "Yes" and click the “Delete” button.

Note that deleting the field will also permanently delete any data contained in this field for your deals. The action cannot be undone.  

Using custom deal fields

Custom deal fields can be used for more than just storing information about your deals:

Custom deal fields are not available when creating conditional content in your campaigns or automation emails.

  • Update custom deal fields in an automation
    You can use the “Update custom field” action in an automation to update the value of a custom deal field. With this action, you can select which custom deal field to update and either enter a new value, copy the data from an existing contact field, or clear the existing value of the custom deal field.

The following functionalities are not available with custom deal fields at this time:

  • Personalization tags (Coming Soon)
    Personalization tags will not be generated for custom deal fields. This means that you will not be able to dynamically insert custom deal field values into campaigns and automation emails via personalization tags. 
  • Adding fields to forms (Coming Soon)
    Only contact fields can be used on forms.
  • Filter pipelines (Coming Soon)
    You can filter your deals with a custom deal field value to quickly find specific deals.
  • Field changes automation trigger (Coming Soon)
    It's not possible to trigger an automation to run when the value of a custom deal field changes.
  • Import/Export fields
    It's not possible to perform a CSV import of custom deal fields. You can only import contact fields. In addition, it’s not possible to export deals or custom deal fields.  
  • Bulk Editor
    It's not possible to use the bulk editor to update the value of a custom deal field.
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