Think of a custom field as a specific box for a piece of information on every single contact's profile. You can include custom fields inside your forms, quizzes and surveys. Once someone completes the custom field, it will attach to their contact profile for you to see inside the CRM.
It's a great way to gather custom data. You can then also use these fields to trigger workflows (e.g. if contact has x field > do this).
How to Create a Custom Field
Go to [Settings] and click on the [Custom Fields] tab.
Click [+ Add Custom Field] and choose the type of field you want to create (e.g., Text, Dropdown, Number).
Name your custom field and add it to a folder. Organising your fields into folders (e.g. the name of the specific form) keeps your CRM clean and easy to navigate.
Once created, this field will be available to use in all your forms, quizzes, and surveys.
Ensure you create separate custom fields if you have multiple places you plan to ask a question - the field can only be used once per contact. If the contact answers that field again, it will overwrite their previous answer.
Where To Use Custom Fields
After you have created your custom fields, they become an option to use in the following places:
Forms, Quizzes, and Surveys: Add a custom field to a form to collect information from a contact. The data they provide will automatically populate into that field on their contact profile.
Emails and SMS: Use a custom fields unique placeholder to insert personalized data into your messages.
Contact Profiles: You can manually update a custom field directly in a contact's profile in the CRM.
Frequently Asked Questions
What if I use the same custom field in two different forms?
What if I use the same custom field in two different forms?
Every contact can store one response for each custom field. If a contact completes the same field again, their original answer will be overwritten. It is a best practice to create a new, unique custom field for each form if you need to retain historical data.
Why do my custom fields look messy in my contact profile?
Why do my custom fields look messy in my contact profile?
This happens when custom fields are not organised into folders. We highly recommend creating them in folders first inside Settings > Custom Fields, which will then show those same folders inside the CRM.
Why cant I save my custom fields when creating a form or survey?
Why cant I save my custom fields when creating a form or survey?
We recommend always creating your custom fields directly in [Settings] > [Custom Fields] first. This will prevent saving errors and ensure your new field is correctly integrated across the platform.
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