Custom Fields for Marketing Automation

Custom fields store additional information about contacts that is not included in the default contact fields. Use custom fields to store information specific to your business and to create more targeted segments and automations.

Create a Custom Field

To create a custom field:

From the dashboard, click Contacts.
Click the Custom Fields tab.
Click New Field.
Enter a name for the field.
Select the field type.
Configure any additional options for the selected field type.
Click Create.

Field Types

When creating a custom field, select the field type that matches the information you want to store. You can also make a field required.

Available field types include:

Short text
Paragraph
Number
Toggle switch
Date
Single choice
Multiple choice
Dropdown
URL
Email
Phone

Edit a Custom Field

To edit a custom field:

From Contacts, click the Custom Fields tab.
Locate the custom field you want to edit.
Click the options menu next to the field.
Click Edit.
Make your changes.
Click Save.

Delete a Custom Field

You can permanently delete a custom field after it has been archived.

Warning

Deleting a custom field permanently deletes the field and its values from every contact on the site. This action cannot be undone.

To delete a custom field:

From Contacts, click the Custom Fields tab.
Locate the custom field you want to delete.
Click the options menu next to the field.
Click Delete.
Confirm the deletion.

Archive a Custom Field

Archive a custom field when you no longer want to use it but want to keep its existing contact data.

Archived fields are hidden from contact records and forms, but their stored values are retained.

To archive a custom field:

From the dashboard, click Contacts.
Click Custom Fields.
Locate the custom field and open its options.
Click Archive.

Archived custom fields appear on the Archived tab.

Restore an Archived Custom Field

You can restore an archived custom field at any time. Restoring the field also restores its existing contact values.

To restore a custom field:

From the dashboard, click Contacts.
Click Custom Fields.
Click the Archived tab.
Locate the field you want to restore.
Click Restore.

Custom Fields in Use

You cannot archive or delete a custom field that is currently used by a segment, automation, or scheduled campaign.

Before archiving or deleting the field, remove it from anywhere it is currently being used.