At a glance
Overview
- 1 Open Manage Contacts and click Custom Fields in the toolbar.
- 2 Click Add Custom Field and enter a Field Label (what people see in forms).
- 3 Choose a Field Type: Text, Number, Date, Email, Phone, URL, Textarea, or Dropdown (add options for dropdown).
- 4 Optionally mark Required and leave Active on, then Save Field. Drag fields in the list to reorder.
- 5 When creating a contact, fill custom fields on step 2 (Proceed to Custom Fields) after the basics.
Tips
- Date of Birth and Anniversary are preconfigured for event automations — add your own fields for everything else.
- Inactive fields stay in history but stop appearing on new forms.
- Re-download the sample CSV after changing fields so import columns match your labels.
- Custom fields appear as variables in campaigns and chatbot flows once defined.