Custom Fields
What are Custom Fields?
Custom Fields let you extend the standard contact information with fields specific to your business. While every contact has built-in fields like name, phone number, and email, Custom Fields let you add your own — like "Membership Tier", "Preferred Language", "Company Size", or anything else your business needs to track.
Think of it as building your own contact form — you define the fields, set their types and rules, and they automatically appear on every contact record.
2. Look at the left sidebar
3. Click on "Custom Fields"
4. Capture the sidebar showing Custom Fields highlighted
Save to:
static/img/screenshots/custom-fields/overview/custom-fields-sidebar.pngField Types
Custom Fields support 10 different field types to match your data needs:
| Type | Icon | Description | Example |
|---|---|---|---|
| Text | — | Short single-line text | Customer ID, Nickname |
| Textarea | — | Multi-line text | Notes, Special Instructions |
| Number | — | Numeric values | Age, Order Count |
| Boolean | — | Yes/No toggle | Is VIP, Has Subscription |
| Select | — | Single-choice dropdown | Membership Tier (Gold/Silver/Bronze) |
| Multiselect | — | Multiple-choice selection | Interests (Sports, Music, Travel) |
| Date | — | Date picker | Anniversary Date, Renewal Date |
| — | Email address (validated) | Work Email, Alternate Email | |
| Phone | — | Phone number | Alternate Phone, Office Number |
| URL | — | Web address (validated) | Website, LinkedIn Profile |
Where do Custom Fields appear?
Custom Fields are used in several places across the portal:
| Location | How they're used |
|---|---|
| Contact forms | Custom fields appear at the bottom of the create/edit contact form |
| Compose Message filters | Fields with "Show in Filters" enabled can be used to filter recipients in Compose Message |
| Drip Campaigns | Fields with "Show in Filters" enabled can be used as audience filters in drip campaigns |
How to get there
- Log in to the portal
- In the left sidebar, click Custom Fields
2. Capture the full page showing the header with Add Field button and the fields list
Save to:
static/img/screenshots/custom-fields/overview/custom-fields-page.pngKey features
- Create fields with 10 different types to match any data need
- Validation rules — set minimum/maximum values, text length, and regex patterns
- Required fields — make certain fields mandatory on contact forms
- Show in Filters — expose fields as filter options in Compose Message and Drip Campaigns
- Drag & drop reordering — arrange fields in the order you want them to appear
- Activate/Deactivate — toggle fields on and off without deleting data
Custom Fields management is typically restricted to administrators. If you don't see the Custom Fields option in the sidebar, contact your administrator.