How Can I Create My Own Dynamic Fields?

Document created by ae62894732ee375e2e65caad6432572f7700caf5 on Jul 26, 2017Last modified by ae62894732ee375e2e65caad6432572f7700caf5 on Jul 27, 2017
Version 2Show Document
  • View in full screen mode

We call these custom fields, and there are two ways to create them:

NOTE: After you have created your custom field it can take around 30 minutes for the field to appear in the dynamic field dropdown in your template editor.

(1) Saving custom fields for one or a few contacts:

(a) Click the name of a contact in Relationships page

(b) Then, choose the down button next to "Unsubscribe" and then hit "Edit"


(c) Scroll down to the bottom of the edit page. You can then create a name and value for your field.


(d) Hit Save

(2) Saving custom fields for many contacts:

(a) Create a CSV spreadsheet with your custom fields in their own column.

(b) Follow the normal CSV upload process, stopping on our field mapping screen.

(c) Instead of one of our preset fields, choose Add a new Custom Field from the dropdown.

(d) Enter your desired field name and hit Ok

CSV import new custom field popup-1.jpg

(e) Finish uploading your CSV. Your contacts will come through with the added custom field.

Now.... how to use your custom fields in a template:

Once your custom fields have been stored using the above methods, you'll be able to reference them in your templates.

(1) Create a template and click the Dynamic Fields button like you normally would.

(2) Select "Custom Fields" from the dropdown that appears

Dynamic fields custom fields dropdown.png


(3) You'll see your pre-stored custom fields and be able to select one to fill out in your template. Done!