Custom fields allow you to collect subscriber data that is specific and relevant to your company. This is an easy way to collect custom information.
Custom fields store data that is unique to each contact - this might be job role, industry, type of a pet, number of siblings, shoe size - anything! This can all be used to segment your contacts or personalise your emails on an even more granular level.
Custom fields store data that is permanent and unique to each contact.
Custom fields are applied to your full database and can be added at any time. Custom fields cannot be deleted or adjusted if there is data held inside them.
How to create a new custom field
To create a new custom field, hover over 'Subscribers' on the main navigation bar, and then select 'Custom Fields' from the dropdown.
To add a new custom field to your data, click ‘Add Custom Field’.
Use the modal to add the following details for your field:
- Record: Select whether your custom field is for a Contact, a Product, a Cart, or an Order. (You might not be able to see these options if you don't have an eCommerce integration on your account.)
- Field name: Give your custom field a relevant name. (Field names cannot include spaces, and cannot exceed 20 characters.)
- Field description (placeholder): Describe the purpose of your data field in more detail.
- Default value: Choose a value which will be displayed if the field is left blank.
- Type: Choose whether the answer to the data field is in Text, Number or Date format.
- Text: This fields contains text, but can also include numbers and dates in a text-based format.
- Number: This field can only contain numeric values, for example, phone numbers.
- Date: This field can only hold dates and will structure the field in a date format.
- Field is searchable: Choose whether you can filter contacts using data in the custom field.
- Choose privacy settings: Choose whether the field is shown in a preference centre.
When you're done, click 'Save' at the bottom.
Now your custom field has been created, you will be able to use this in three different areas:
- Subject line: Insert your field into your subject line so that it populates with the relevant data when it gets sent.
- Email body: When using a 'Text' content block in your emails, click on 'Merge Tags' in the toolbar to insert your field into your email body so that it populates during sending.
- Data import: When importing a CSV file (more on that here), you can map your data to your new field, to ensure the data is held against the record and it populates in your subject line or email body as above.