Managing Custom Fields
Once you've created custom fields, you can manage them from the Custom Fields page — reorder them, edit their settings, activate or deactivate them, and delete fields you no longer need.
Fields List
The main area shows all your custom fields in a list format:
2. Make sure you have several custom fields configured
3. Capture the full list showing drag handles, field labels, names, types, required/filter indicators, status, and actions
Save to:
static/img/screenshots/custom-fields/managing-fields/fields-list.pngEach field row shows the following information:
| Element | Description |
|---|---|
| Drag handle | Grab and drag to reorder the field |
| Field Label | The display name, with a type icon and help text (if set) |
| Field Name | The internal name in code format |
| Type | Field type shown as a blue badge (e.g., Text, Number, Select) |
| Required | Shows ✓ if the field is required, — if optional |
| Show in Filters | Shows ✓ if the field appears in Compose Message / Drip Campaign filters, — if not |
| Status | Active (green chip) or Inactive (gray chip) |
| Actions | Edit and Delete buttons |
Reordering Fields
Custom fields can be reordered using drag and drop. The order you set here is the order the fields appear on the contact form.
- Grab the drag handle (the icon on the far left of the field row)
- Drag the field up or down to its new position
- Release to drop it in place
2. Drag it to a different position in the list
3. Capture the field being dragged with the drop indicator visible
Save to:
static/img/screenshots/custom-fields/managing-fields/drag-reorder.pngThe new order is saved automatically.
Editing a Field
Click the Edit action (pencil icon) on any field to open the edit form in a side drawer.
2. Capture the side drawer showing the pre-filled form
Save to:
static/img/screenshots/custom-fields/managing-fields/edit-field.pngWhen editing, you can change:
- Field Label — update the display name
- Options — add or remove choices (for Select/Multiselect fields)
- Validation Rules — update min/max values, length, or patterns
- Help Text — update the hint shown to users
- Settings — toggle Required, Active, and Show in Filters
- Field Name — locked after creation
- Field Type — locked after creation
If you need a different name or type, create a new field instead.
Activating / Deactivating a Field
You can deactivate a field without deleting it:
- Active fields are visible on contact forms and can be used
- Inactive fields are hidden from contact forms but the data is preserved
Toggle the Active setting in the field's edit form to activate or deactivate it.
Deactivating is useful when you want to temporarily hide a field (e.g., a seasonal campaign field) without losing any data that's already been collected.
Deleting a Field
Click the Delete action (trash icon) on any field. You'll see a confirmation prompt before the field is removed.
Deleting a custom field permanently removes the field and all data associated with it across all contacts. This action cannot be undone. If you just want to hide the field temporarily, consider deactivating it instead.
Show in Filters
When "Show in Filters" is enabled for a field, it becomes available as a filter option in:
- Compose Message — filter recipients by this field when sending broadcasts
- Drip Campaigns — use the field to define audience segments
This is particularly useful for fields that represent meaningful customer segments, like:
- Membership tier (Gold, Silver, Bronze)
- Region or city
- Industry or department
- Subscription status
You can toggle this setting from the field's edit form.
Field Count
For each field, you can see how many contacts have data stored for that field. This helps you understand which fields are actively being used.