Custom fields allow you to collect and store specific information about your prospects and customers. You can use the details collected to personalize emails, filter contacts, create automation rules, and more.

How to create custom fields for contacts

  1. Go to Contacts > All contacts and select Custom fields.
  2. Click the + Field button in the top right corner.
  3. Choose the type of field (e.g., dropdown, text, etc.) and customize it.
  4. Use the toggle to mark the field as mandatory if needed. Mandatory fields will be required in all forms where they're used.
  5. Click Save.

Select and customize a custom form field

Understanding the field setup

  1. Field identifier: This is the internal name for the field, visible only in your system. It appears in the lead profile and in the "My fields" dropdown when creating forms. This name is not visible to form users.
  2. Field label: The public name that appears on the form. It guides the person completing the form, often phrased as a question to clarify what kind of response is needed.
  3. Field options:
    • Use dropdown menus or radio buttons to allow one selection from a list of predefined options.
    • Use checkboxes to allow multiple selections from predefined options.
    • Use text input (single-line) or text area (multi-line) to collect a custom-typed response.
  4. Field placeholder: Example text that appears inside a text field to help the form user understand what type of information to enter.

Take note

  • Once created, custom fields are added to every lead profile in your account. If someone submits a response for that field or you enter it manually, it will appear in their profile. If not, the field remains blank.
  • Be cautious when reusing custom fields. If a contact submits a new response for an existing custom field, it will overwrite the previous response.