Custom Fields Settings
Define reusable custom fields for contact forms, send workflows, reports, and response context
Custom fields let you capture organization-specific contact data (membership IDs, service plans, referral source, and more).
Open Custom Fields
Go to Settings > Custom Fields.
Supported Field Types
- Text
- Number
- Date
- Dropdown (select)
- Checkbox
Create a Field
- Click Add Field.
- Enter a Field Name.
- Confirm or edit the auto-generated field key (snake_case).
- Choose field type.
- For dropdown fields, define one or more options.
- Set visibility toggles and save.
Visibility Toggles
Each field can be shown in:
- Contact form
- Send form
- Reports
- Responses
Use these toggles to expose only relevant data in each workflow.
Important Rules
- Field key is immutable after creation
- Field type is immutable after creation
- Dropdown options can be updated later
Reorder Fields
You can reorder fields by:
- Drag and drop handle
- Up/down controls
Order changes are saved and reflected in UI rendering.
Delete Behavior
Deleting a field removes it from forms and future UI usage.
Historical values already stored on contacts are not auto-purged by this action.
Troubleshooting
Dropdown field will not save
At least one non-empty option is required.
Field key conflict
Use a unique key and avoid renaming patterns that collide with existing fields.
// Related articles
Custom Fields
Create custom data fields to capture business-specific information about your contacts
Import Data
Import contacts from CSV or Excel with field mapping and validation
Managing Your Contacts
Create, edit, search, and organize your customer contact database
Sending Settings
Configure channel strategy, reminders, cooldowns, weekend behavior, and unsubscribe messaging
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