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).
This guide is perfect if you want to:
Create custom fields
Use custom fields to trigger workflows
Learn about where you can use custom fields
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.
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.
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.
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.
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.
When you select multiple custom fields, the only available bulk action is 'Move to Group'. To delete a custom field, you’ll need to select and delete one field at a time.
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