Custom Fields
Custom fields let you store additional information about your contacts beyond the standard fields (name, email, phone).
Creating Custom Fields
- Open an audience list
- Click Custom Fields
- Click Add Field
- Configure the field:
- Name: Internal identifier (no spaces)
- Label: Display name
- Type: Data type
- Required: Whether field must be filled for every contact
- Description: Optional help text
- Click Save
Field Types
Text
Single-line text input for short answers.
Examples: Department, Job Title, Company Name
Number
Numeric values only.
Examples: Age, Employee ID, Purchase Count
Date
Date picker for date values.
Examples: Birthday, Join Date, Last Purchase
Select
Dropdown with predefined options.
Examples: Status (Active/Inactive), Region (North/South/East/West)
Setup: Add options when creating the field.
Textarea
Multi-line text for longer content.
Examples: Bio, Preferences, Comments
Using Custom Fields
Adding to Contacts
When adding or editing a contact, custom fields appear in the Additional Fields section.
In CSV Imports
Include custom field names as column headers in your CSV file. Values will be imported automatically.
Filtering and Segments
Filter contacts by custom field values or create segments based on custom field criteria.
Managing Custom Fields
Editing Fields
- Click Custom Fields
- Click Edit on the field
- Update configuration
- Click Save
Changing field type may affect existing data.
Deleting Fields
- Click Custom Fields
- Click Delete on the field
- Confirm deletion
Deleting a field removes all data stored in that field for all contacts.
Organization-Wide Fields
Custom fields that are defined at the organization level are available across all audience lists in your organization.
Best Practices
- Use clear, descriptive labels
- Keep field names simple (no spaces or special characters)
- Use select fields for standardized data
- Mark important fields as required