What are Custom Fields and how can I add them to my Contacts Page?

Custom fields let you store additional information about your contacts. For example, you can add fields such as Gender, Age, Address, Consent Provided, or Unsubscribed. You can create custom fields based on the information you need to keep track of.

You can also automatically update custom fields using the Update Contact action when contacts respond to your IVR surveys, SMS surveys, or WhatsApp surveys.

Once you have data in your custom fields, you can create segments to automatically group contacts based on that data.

 

There are two ways to add custom fields on the Contacts page:

• Add custom fields manually from the Contacts page
• Add custom fields while uploading contacts using an Excel (.xlsx) or CSV file

 

Manually Add Custom Field From the Contacts Page

1. Go to the Contacts page.

2. Click New on the right-hand side.

 

3. Select Manage custom fields

 

 

4. On the next page, click New Custom Fields in the upper-right corner.

 

 

5. Enter the name of your custom field, then press Enter on your keyboard. You can add multiple custom fields at once.

 

 

6. When you’re done, click Save to save your new custom fields.

 

 

That’s it! Your new custom field has been added and is ready to use.

 

 

 

Upload Contacts with Custom Fields (.xlsx) or a CSV file

When uploading contacts in bulk, you can also add your custom fields to the file. Once your file is ready to upload, follow the steps below:

Before you start, make sure your file includes the contact information and custom field data you want to upload. Once your file is ready, follow these steps:

 

1. Go to the Contacts page.

2.Click New on the right-hand side.

3.Select Upload Contacts.

 

 

4.Upload your .csv or .xlsx file.

 

5. Continue through the contact upload steps. During Step 3, you’ll see how the columns in your file match the fields on the platform.

If a custom field in your file doesn’t exist yet, you’ll see a message showing that the Column name from your file has no matching field.

 

6. Proceed in adding those custom fields by clicking the Add new fields button.

 

 

7. Once the custom field has been created, map it to the corresponding column in your file. To do this, select the newly created field from the drop-down menu.

 

 

8.Complete all the steps and Save!

 

That’s it! After the upload is complete, you’ll see your new contacts along with the custom fields and the corresponding information from your file.

 

Edit or Delete Custom Fields

You can edit or delete your custom fields anytime to keep them organized and up to date.

To do this, click Actions next to the custom field you want to update, then choose the action you want to take.