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Custom Fields

Custom fields let you store any extra information on a contact beyond the built-in details. Common examples are a company name, a plan, a birthday, or a lifetime value.

Creating a field

Section titled “Creating a field”
  1. Go to Settings then Custom Fields.
  2. Click Add Field and set a label, a type, and a key.
  3. Save. The field now appears on every contact profile.

The key is the machine name used in smart codes and imports. Keep it short, lowercase, and stable, for example company, plan, or lifetime_value. Once data is stored under a key, avoid renaming it.

Field types

Section titled “Field types”
Type Use for
Text Short single-line values such as a company name
Textarea Longer multi-line notes
Number Numeric values such as a score or lifetime value
Date A date such as a renewal date
Date and time A date with a time component
Dropdown A single choice from a fixed set, such as a plan tier
Radio A single choice shown as visible options
Multi-select Several choices from a fixed set
Checkboxes One or more checkbox choices

Dropdown, radio, multi-select, and checkboxes require you to define their list of options. Multi-select and checkboxes can store more than one value per contact.

Using custom fields

Section titled “Using custom fields”
  • Segmentation: filter contacts by a field’s value when choosing a campaign audience or an automation condition.
  • Personalization: insert a field into an email with a smart code. The pattern is {{contact.meta.KEY}}, so a field with key company is {{contact.meta.company}}. See Personalization and Smart Codes.
  • Import mapping: map CSV columns to custom fields during migration.
  • Automation output: some actions write to a custom field, for example the Pro AI action stores its result in a field you choose.

Example

Section titled “Example”

Suppose you sell a subscription and want to greet trial users by plan. Create a custom field:

  • Label: Plan
  • Type: Dropdown
  • Key: plan

Then in a campaign body:

Hi {{contact.first_name}}, you are on the {{contact.meta.plan}} plan.

A contact with no value for plan renders nothing in that spot. You can supply a fallback in the campaign editor’s personalization dialog so the sentence still reads well.