Create Custom Fields

Introduction

Custom fields are the additional fields you need in the platform and are used for mapping the CSV file headers you are importing.

Here are the steps to create custom fields:

Step 1: Go to Customers > Custom Fields

Step 2. Click on the Create field button ( top-right corner of the screen).

Step 3. Now, write a name or label of the field, select the type (data type which can be added under this field)

And select the Group to which this field belongs. Once done, click on the Save button.

All the created fields can be viewed or edited from the custom field main area. You can edit and/or delete fields from here.

Note📝:
​1.) You are allowed to create up to 100 custom fields throughout your lifetime
​2.) To add custom fields to Customer account page - Click here

Note📝: Date formate should be as mm-dd-yy

How to import a custom field?

There are two options for importing custom fields

1. Using CSV.

2. Directly from the timeline.
   ​

1.) Using CSV

When importing a customer or contacts CSV file, these created custom fields can be used for mapping the columns or headers. For guidance on importing customer CSV files Click Here.

Click here to check sample CSV

2.) Directly from the timeline.

Step 1: Go to Customers >> All customers
​

​Step 2: Click on Timeline
​

​Step 3: You can see the Custom field section and edit the fields by clicking on the Edit icon

• Related Articles

• Custom fields in smart popups

  Introduction Custom fields in smart popups are a powerful way to personalize and enhance user interactions on your website. By tailoring your popups to collect specific information or display content based on user behavior and preferences, you can ...

• Add a Custom fields on the Customer account page

  Introduction In this article, we'll guide you through the steps of adding custom fields to the customer account page, enhancing both functionality and customer engagement. Here are the steps to add a custom fields on the customer account page-: Step ...

• Create A Custom Form

  Introduction Form builder gives you different varieties of forms in one application, which helps you to categorize and capture your website visitor’s data very easily. Here are the steps to create a custom form -: Step 1. Go to Form Builder >> ...

• Add/edit/move form builder fields

  Introduction Customizing forms is essential for enhancing user experience and capturing the right data for your business needs. With AiTrillion’s FormBuilder, you can easily add, edit, and rearrange form fields to align perfectly with your goals. ...

• Create a Segment using Custom field

  Introduction Segments in Custom Field allow you to categorize and manage your customers more effectively by creating personalized groups based on specific criteria. By leveraging segmentation, you can tailor your marketing strategies, communication, ...