Standard contact fields cover name, email, phone, and address. Most creators need more: which program is this person in, when did they join, what is their Instagram handle, what did they score on your intake form. Custom fields let you store any information specific to your business and clients.
Steps
1
Go to Custom Fields settings
Navigate to Settings → Custom Fields. Click the Contacts tab.
2
Create a new field
Click Add Field. Enter a Field Name and choose the Field Type: Text, Number, Dropdown, Checkbox, Date, or Text Area.
3
Save the field
Click Save. The field immediately appears on all contact records. For existing contacts the field will be blank until populated.
4
Map the field from a form
In your form builder, add a field that captures this information. In the field mapping settings, select your custom CRM field as the destination.
5
Use in personalisation and filters
Reference the field in email templates using its personalisation token. Use it as a filter in smart lists. Use it as a trigger condition in workflows.
Common Mistakes
- Creating fields before knowing if you will use them. Custom fields that are never populated add noise to every contact record. Create fields when you have a specific use case.
- Unclear field names. A field named "Field 3" is useless six months later. Use descriptive names: "Program Enrolled", "Discovery Call Date", "Instagram Handle".
- Forgetting to map fields from forms. Creating a custom field does not populate it automatically. You must map the field in each form that captures that data.
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