Create a custom field

In your database you have a few default fields which can be used to store data of your contacts. If those are insufficient, you have the possibility to add more custom fields. Custom fields can be created with a variety of field types like free text, multiple choice, numeric and date.

This article will take you through the steps of creating a custom field and all the available field types to do it. 


Create a custom field

  1. To create custom fields, go to Settings > Custom fields section in your account. Here you will be able to see an overview of all custom fields you have already created. You can edit, remove or rearrange those custom fields.

  2. To create a new custom field, click on Add custom field. You can now start configuring your custom field.

  3. Enter a Field name. This field name will be displayed in your contact data, segmentation, workflows, ... A placeholder, which can be used for personalisation in your messages, will be generated automatically based on that field name. 

  4. Choose a Field type. You can choose between the following field types:
    • Free text
    • Multiple choice
    • Numeric 
    • Date
  5. There are additional steps needed depending on the type of field: 


Free text

A free text field is a field which can contain both text and numeric characters but they cannot exceed 255 characters.You can store any value, e.g. an address or website.

  1. After giving your new custom field a Field name, select Free text as Field type
  2. Next, enter the missing translations of your new custom field for the languages used in your account.


Multiple choice

A multiple choice field gives you a list of options from which you can choose one or multiple. This can be compared to radio buttons. 

  1. After giving your new custom field a Field name, select Multiple choice as Field type
  2. If you want to allow multiple responses at once, tick off the checkbox.
  3. Next, you can enter the options to choose from. When you fill in an Option name, an Option value will be created automatically based on the name you chose for that option field. You can change the name of the value if preferred. All characters are allowed within the option name and the value but they cannot exceed 255 characters.
  4. All the options have a checkbox in front of their name. When ticking off one of those checkboxes, this option will be chosen by default. The icon left to the checkbox, can be used to rearrange your options by dragging it to the desired place.
  5. Add extra options to the custom field by using the + Add option button and give these options also a name and a value. 
  6. Enter the missing translations of your new custom field for the languages used in your account, including the translations for the different options you added.


Numeric

A numeric field can be used for storing numerical data like numbers and amounts.

  1. After giving your new custom field a Field name, select Numeric as Field type
  2. Next, enter the missing translations of your new custom field for the languages used in your account.

After you created a numeric field, arrows will be added to the value field in the database, in order to easily increase or decrease a number.


Date

A data field can be used to store dates, e.g. a date of birth.

  1. After giving your new custom field a Field name, select Date as Field type
  2. Next, enter the missing translations of your new custom field for the languages used in your account.

After you created a date field and you want to fill out the value field in your database, you get access to a date picker. This makes it easy to add dates correctly. 

Attention
Values are expected to be written down like 2020-04-27 (YYYY-MM-DD) when you import contacts from an external source but in your account dates will always be shown like 27-04-2020 (DD-MM-YYYY). 

Support tip
We recommend not changing the custom fields after creating them. This can cause data loss depending on the changes you make. 

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