Custom Fields

Under the Custom Fields section, you can manage the existing custom fields on your Space as well as create new custom fields.

Using Custom Fields

When your business requires to collect more information from your contacts, you can use custom fields to collect that information. Adding custom fields to your space will enable your team to collect accurate and useful information from your contact.

Besides that, custom fields can be used for automation triggers where automation can happen when a custom field's value is changed. A custom field value can also be used to personalize your messages as it can be used as a dynamic variable.

Getting Here

This setting is accessible by Owner and Manager only!

This setting can be accessed from the Settings navigation menu under the menu item, Custom Fields.

In this setting, you can :

Tips: Use the 🔍 at the top to quickly find the custom field that you are looking for.

Adding a new custom field

Step 1: Navigate to the Custom Fields Settings Page From Settings Module, navigate to the menu item, Custom Fields.

Step 2: Press ADD CUSTOM FIELD To add a custom field to your space, press the blue ADD CUSTOM FIELD button at the top of this section. The Add Custom Field dialog will appear and fill in the required information.

Step 3: Name the custom field and describe it Enter a name for the new custom field along with a short description. These fields will help you identify the custom field added and understand the intentions.

Step 4: Select a field type There are various field types that you can set for your new custom field. Be sure to choose an appropriate field type to collect relevant and better information for your contact.

You may select from the following field types :

Field Type

Description

Text

Suitable for information with string as a format

E.g. Name, Address, Preferred Name

List

Suitable for information that has a limited set of values

E.g. Plan Type Gender, Favourite Brand, Country, Customer Type

Checkbox

Suitable for information that has a true or false value

E.g. Lead Status, Allergic, Availability

Email

Suitable for information that is in email format

E.g. Work email, Personal Email

Number

Suitable for information that requires number format

E.g. Plan Value, Number of Transactions

Date

Suitable for information that is in date format

E.g. Birthdate, Last transaction date

Time

Suitable for information that is in time format

E.g. Preferred contact time

Tips: Choosing the right field type will enable information validation that will improve the collection of contacts' information.

Step 5: Set a default value Based on the field type chosen, a default value can be configured when necessary.

Editing a custom field

From the custom field record, you can press the Edit button under the actions menu and this should open the Edit Custom Field dialog.

In this menu, you can make changes to the name, descriptions, values (if applicable) and the default value.

Make the necessary changes and press UPDATE.

After a field is added, you cannot change the field type. If you need to do so, you can add another field with the preferred field type.

Deleting Custom Fields

When a custom field is no longer needed, it can be deleted from the space by choosing Delete from the actions menu.

Deleting a custom field will completely remove it from your space and any data associated with the field will be removed.

Be careful when you delete a survey as it may be used by other users in the space. Bear in mind that the deletion cannot be undone.