1. Accessing Custom Fields
Click on Settings in the bottom-left main menu.
Under the Customization category in the settings menu, click on Custom Fields.
This screen lists all existing custom fields, showing their Name, Unique Key (used internally, e.g., in templates), and Actions (Edit/Delete).
2. Creating a New Custom Field
From the Custom Fields screen, click the Add Custom Field button in the top-right corner.
A pop-up window will appear, showing the available types of custom fields you can create:
Text input: Single line or Multi line.
Number input: Number or Phone.
Choosing options: Dropdown (single selection), Dropdown (multiple selections), Radio select, Checkbox, or Date picker.
Click on the type of field you want to create
The right side of the pop-up will show configuration options:
Name: Enter a clear, descriptive name for your field (e.g., "T-shirt size"). This is required.
Placeholder: (Optional) Enter hint text that appears in the field before a value is entered.
Options: (Required for selection-type fields like Dropdowns)
Click Add Option.
Enter the display text for the option (e.g., "Small").
Enter the internal value for the option (often the same as the display text, e.g., "Small").
Repeat for all necessary options (e.g., Medium, Large).
Once configured, click the Create button.
You should see a success message ("Custom field created successfully"), and your new field will appear in the list.
3. Using Custom Fields on Contacts
Once a custom field is created, it becomes available on the contact record.
Navigate to the Contacts section from the main menu.
Click on the name of the contact you wish to update.
In the contact detail view, click the Edit icon (pencil) near the top right of the left-hand contact information panel.
Scroll down the edit form. You will find your newly created custom field(s) towards the bottom.
Select or enter the appropriate value for the contact in the custom field (e.g., select "Medium" from the T-shirt size dropdown).
Ensure all other required fields on the contact form are correctly filled.
Click the Save button.
After a successful save ("Contact updated successfully"), the value you set will be visible in the contact's detail view. (Note: You can repeat steps 3-8 to set custom field values for other contacts.)
4. Using Custom Field Data (Advanced)
The unique keys associated with custom fields can be used to insert contact-specific data into Email and SMS Templates. This process is covered in a separate guide.
