Custom fields are used to store additional data of your leads/contacts other than just email addresses e.g first/last name, company, country, phone, etc.
Menu Navigation: Lists - Custom Fields
To make things simpler, you’ll find predefined optional custom fields that are being used more often. The predefined custom fields are categorized as additional fields and contain the following.
Field NameTypeDescriptionTitleTextboxTitle of the contact e.g Doctor, Engr, Mr. Mrs., etcFirst NameTextboxFirst name of the contactLast NameTextboxLast name of the contactBirth DateDateIt’s a date field and insertion just accepts date valuePhoneTextboxIt’s a text field as sometimes the number format contains spaces and hyphensMobileTextboxMobile number of the contactCompanyTextboxCompany name of the contactCountryDropdownSelect the country of the contact from the dropdownStateTextboxCountry’s state of the contactCityTextboxCity of the contactZip CodeTextboxZipcode if the contactFaxTextboxFax number of the contact
OperationDescriptionEditTakes you to the edit page where you can modify the pre-filled valuesDeleteIt deletes the custom field
On the custom fields page, click on the button [+Add New] that will take you to the custom field form where you can define a new field and assign it to multiple desired contact lists right away.
Name: Name of the contact field
Field Order: The sorting position/order of the field on adding a contact page
Type: Type of the field i.e Text Field, Multiline Text Field, Checkboxes, Dropdown, Radio Options, Date Field, JSON field text Field: This field appears as a textbox while adding a contact to an assigned contact lists
Multiline Text Field: This field appears as a textarea to store multi-line information of the contact e.g address
Checkboxes: It creates checkboxes of the values you define (separated by newline)
Dropdown: It becomes a dropdown of the values you input
Radio Options: These values appear as radio options while adding a contact in the list you assign this field to
Date Field: Adds a date pickup field and accepts date entries. It can be used to store birthday, due date, etc
JSON Field: It adds a textbox that supports decodable JSON string. It’s useful while creating segments based on multiple filters within a single string
List of Values: It appears when field type checkboxes or dropdown or radio options have been chosen
Required: If selected to Yes, it becomes a mandatory field for adding a contact to the associated list
Assign to Contact Lists: The lists you select here, this custom field will be assigned to them. However, you can also assign this field to a list while adding/editing a list.
Text Field
Date Field
Checkboxes
Dropdown
Radio Options
Save & Add New: Save the current record and stay on the same page to add another.
Save & Exit: Save the current record and navigate to the custom fields page.
Cancel: Cancel the operation and go back to the custom fields page.