Custom deal field overview

Available on Plus, Professional, and Enterprise plans.

With ActiveCampaign, you can use custom fields to capture important information related to a deal.

Using deal custom fields helps you and your team better understand deals in your pipeline. In addition, you can include deal-specific information in your outgoing emails.

Take note

  • You must be an admin or have permission to create and access deal custom fields.
  • There are two ways to get to Deal Fields:
    • Deals > Fields
    • Contacts > Fields > Deals tab

How to create a field group

Field groups are created on the Fields page in your account. Each custom field you create needs to belong to a field group.

Your account comes with one default field group: General Details. All standard deal fields are housed here.

If you have custom fields that don't belong under "General Details," you can create your own custom field groups. Doing so lets you group similar custom fields together, making it easy to find relevant information.

With field groups you can:

  • Select which group a custom field should belong to when creating a field from Fields page or a deal record
  • Drag and drop a custom field from one group to another
  • Use the Bulk Actions dropdown on the Fields page to delete selected fields, create a new field group from selected fields, or move the selected fields to a different field group

Note that standard deal fields cannot be moved to a custom field group. These will remain under "General Details."

Create a field group
  1. Click "Deals"  on the left menu.
  2. Click "Fields.

Or

  1. Click "Contacts" on the left menu.
  2. Click "Fields."
  3. Click "Deals" tab on the Fields page.

Then

  1. Click "Add Group."
    Add_group_option.jpeg
  2. A modal window will appear. Type the name of the group into the field provided.
  3. Click the "Create" button.

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

Update field group name
  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.
Delete field group
  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.

How to create a custom deal field

You can create an unlimited number of custom fields and organize them by field group. These fields can be created from the "Fields" page and any deal record.

Once a custom deal field is created, it will be located:

  • On the Deals > Fields or Contacts > Fields > Deals tab page
  • On all deals on all pipelines

In addition, you can use custom deal fields in the following areas:

  • In the floating segment builder
  • On the "Add a Personalization" modal for campaigns and automation emails
  • Conditional content
  • Automation "Field changes" trigger
  • Automation CRM actions
View a list of custom deal field types

You can create a variety of different custom field types. They include:

  • 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.
  • Number
    This field type can be used to store a string of numbers written in decimal form. Note that the numbers in this field can contain two decimal places. You may want to use this to store the number of times a contact visited your site, how many days until their membership expires, and more.
  • Money
    This field type can be used to store monetary values. In addition, you will be able to select a default currency when creating the money field and you can select a different currency when updating the value of that field for a deal. You may want to use this to store discounts or recurring revenue.
  • 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 dates, or subscription dates.
  • 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.
  • List box
    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.
Create a custom deal field from the Fields page
  1. Click “Deals” on the left menu.
  2. Click “Fields.”

Or

  1. Click "Contacts"  on the left menu.
  2. Click "Fields."
  3. Click the “Deals” tab on the “Fields” page.

Then

  1. Click the “Add Field” button.
  2. An "Add Field" modal will open. Type the field name into the field provided.
  3. Click the "Group" dropdown field and click the group you wish to add the new field to. 
  4. 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.
  5. Click the "Add" button.
Create a custom deal field directly from a deal page
  1. Click "Deals" on the left menu.
  2. Click any deal to open it.
  3. Click the "Manage Fields" option.
  4. You will be redirected to the "Fields" page for your Deal 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.

Update a custom deal field value

Custom deal field values are updated manually from the deal record or with the "Update custom field" automation action.

Manually update a custom deal field from the deal record

Note that when updating field values, any changes you make will not "save" as you go. In order to save field updates, you need to click the "Save Changes" button. If there are any errors, such as a required field left blank, we'll display a message letting you know that the changes cannot be saved.

  1. Click "Deals" on the left menu.
  2. Click the deal you wish to work with.
  3. Hover your mouse over the field you wish to update.
  4. Click the edit (pencil) icon that appears.
  5. Type or select the value you want to add to the field.
  6. Repeat steps 3-5 above for each field you wish to update.
  7. Click the "Save Changes" button.
Update a custom deal field value with an automation
  1. Click "Automations" to navigate to the Automations Overview page.
  2. Click "Edit" for the automation you wish to work with.
  3. Drag the CRM > Update Custom Field action to your automation.
  4. A modal window will appear. Click the field dropdown for the field you want to update.
  5. Click any of the options to either enter a new value, copy data from an existing contact field, or clear an existing value. For money and number fields, you can only enter a new value or clear an existing value.
  6. If entering a new value, type it into the field provided. If copying data from an existing contact field, select the contact field to use from the dropdown.
  7. In the “Affects” dropdown, click the deal that should be updated.
  8. In the “Pipeline” dropdown, click the pipeline to which the deal belongs. 
  9. Click “Save.” 

Learn more about automating fields with the "Update custom deal field" action.

Edit or delete a custom deal field

You can edit and delete a custom deal field at any time. These actions are completed on the Fields page.

Edit a custom field

Editing options available for custom fields include:

  • Field name
  • Personalization tag (used in outgoing emails to show field information specific to the contact)
  • Group
  • Answer options (list box, dropdown, checkbox, radio button field types)
  • Default value (will appear in outgoing emails if a contact does not have a value for the field)
How to edit a custom field
  1. Click "Deals" on the left menu.
  2. Click "Fields."

Or

  1. Click "Contacts" on the left menu.
  2. Click "Fields."
  3. Click the "Deals" tab on the Fields page.

Then

  1. Hover your mouse over the field you wish to edit.
  2. Click the "Edit" option.
  3. A modal window will open. Here you can customize the field's options.
  4. When finished, click "Save."

Delete a custom field

Deleting a field will also permanently delete any data contained in this field for your deals. The action cannot be undone.

How to delete a custom field
  1. Click "Deals" on the left menu.
  2. Click "Fields."

Or

  1. Click "Contacts" on the left menu.
  2. Click "Fields.""
  3. Click the "Deals" tab on the Fields page.

Then

  1. Hover your mouse over the field you wish to delete.
  2. Click the delete (trash) icon.
  3. A modal window will appear. Confirm your decision by clicking the checkboxes then clicking the “Delete” button.

Deal field personalization tags

Personalization tags are used to insert contact-, account-, or deal-specific information into communications.

These tags are automatically generated for all standard deal fields and all custom deal fields you create.

All deal field personalization tags will be prefixed with "Deal_" to differentiate them from contact and account field personalization tags.

deal_field_personalization_tags.png

To locate these tags:

  1. Click "Deals" on the left menu.
  2. Click "Fields."

Or

  1. Click "Contacts" on the left menu.
  2. Click the "Fields" option.
  3. Click the "Deals" tab

Using custom deal fields

Custom deal fields can be used for more than just storing information about your deals. For example, you can:

  • Use custom deal fields in the segment builder
    All custom deal fields you create will be available in the segment builder. 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.
  • Update custom deal field values 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.
  • Filter pipelines by custom deal fields
    You can filter deals in your pipeline by both custom deal fields and deal details. Doing so will help you quickly find specific deals.
  • Trigger an automation to run when a deal field changes
    You can use the "Field Changes" trigger to start an automation whenever a custom deal field changes.
  • Personalize communications
    Increase engagement with your campaigns and automation emails with personalization tags. When a personalization tag is used in a campaign or automation email, the value of that tag will automatically be inserted once the communication is sent to a contact. When the contact opens the communication, they will see the value for that tag and not the tag itself.
  • Use deal fields with conditional content
    Select which content block contacts should see in an automation email or email campaign with conditional content.

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

  • Adding fields to forms
  • Bulk Editor
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