Creating a Custom Field

Opening the Create Form

1. On the Custom Fields page, click the Add Field button in the header
2. A side drawer opens with the field creation form

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Screenshot: Create Custom Field side drawer with form fields

create-field-drawer.png

1. Navigate to Custom Fields
2. Click the "Add Field" button
3. Capture the side drawer showing the empty form with all sections
Save to: static/img/screenshots/custom-fields/creating-field/create-field-drawer.png

Basic Information

Field Label

Enter a display name for your field. This is what users will see on the contact form.

Examples: "Membership Tier", "Preferred Language", "Company Size"

Field Name

This is automatically generated from the Field Label in snake_case format. For example:

• "Membership Tier" → membership_tier
• "Preferred Language" → preferred_language

warning

The Field Name cannot be changed after creation. It's used internally to store the data, so choose your Field Label carefully.

Field Type

Select the type of data this field will hold. Each type in the dropdown shows an icon and a brief description to help you choose.

Type	Best for
Text	Short single-line values (IDs, codes, names)
Textarea	Longer multi-line text (notes, descriptions)
Number	Numeric values (age, count, score)
Boolean	Yes/No choices (is VIP, has subscription)
Select	Single choice from a list (tier, category, department)
Multiselect	Multiple choices from a list (interests, tags, skills)
Date	Dates (anniversary, renewal, start date)
Email	Email addresses (work email, alternate email)
Phone	Phone numbers (office, alternate)
URL	Web addresses (website, social profiles)

warning

The Field Type cannot be changed after creation. Make sure you pick the right type before saving.

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Options (Select & Multiselect Only)

If you choose Select or Multiselect as the field type, you'll see an Options section where you define the choices.

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Screenshot: Options section showing Value and Label pairs for a Select field

options-section.png

1. Select "Select" or "Multiselect" as the field type
2. Add 2-3 options with Value and Label
3. Capture the options section showing the option pairs and add/remove buttons
Save to: static/img/screenshots/custom-fields/creating-field/options-section.png

Each option has two parts:

Part	Description
Value	The internal value stored in the system
Label	The display text shown to users

For example, for a "Membership Tier" field:

Value	Label
gold	Gold
silver	Silver
bronze	Bronze

Click the Add button to add more options. Click the Remove button (X) next to an option to delete it.

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Validation Rules

Expand the Validation Rules panel to set constraints on the field value. The available rules depend on the field type:

For Number fields

Rule	Description
Min Value	The minimum number allowed
Max Value	The maximum number allowed

For Text fields

Rule	Description
Min Length	Minimum number of characters
Max Length	Maximum number of characters
Regex Pattern	A pattern the text must match

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Screenshot: Validation Rules panel expanded showing available rules

validation-rules.png

1. Select a "Number" or "Text" field type
2. Expand the Validation Rules panel
3. Capture the available validation rule fields
Save to: static/img/screenshots/custom-fields/creating-field/validation-rules.png

tip

Validation rules are optional. Only set them if you need to enforce specific data constraints.

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Help Text

Add optional Help Text to guide users when they fill in this field. The help text appears as a hint below the field on the contact form.

Examples:

• "Enter the customer's 8-digit membership ID"
• "Select all languages the customer speaks"

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Settings

Three toggle settings control how the field behaves:

Setting	Description
Required Field	When enabled, this field must be filled in when creating or editing a contact
Active	When enabled, the field is visible and usable. Deactivating hides the field without deleting data
Show in Filters	When enabled, this field appears as a filter option in Compose Message and Drip Campaigns

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Screenshot: Settings section showing three toggles — Required, Active, Show in Filters

settings-toggles.png

1. Scroll to the Settings section of the create form
2. Capture the three toggle switches with their labels and help text
Save to: static/img/screenshots/custom-fields/creating-field/settings-toggles.png

Show in Filters

Enabling "Show in Filters" is especially useful for fields like "Membership Tier" or "Region" that you'd want to use when targeting specific audiences for broadcasts.

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Saving

Click the Create button to save your new custom field. It will immediately appear in the fields list and on contact forms.