Custom Fields

Created by Ezra Weinstein, Modified on Mon, 03 Oct 2022 at 02:31 PM by Hannah Harris

Organizing Custom Fields
 

In this section, you are able to create custom fields. Custom fields are used in forms and surveys to capture data and information that is outside the scope of normal questions like "Name, Email, and Phone Number".

 

NOTE: Depending on your user permissions, you may not have access to all of the components.

 

Drag and Drop Custom Fields

 

You can use this icon to drag and drop custom fields you have already created in order to organize them.

 

 
Custom Field Name

 

In this column, you will see the names you have given your custom fields.

 

 
Custom Field Type

 

Here you will see what type of custom field they are.

 

 
Custom Field Key

 

The "field key" is used when requesting data via webhooks and when adding custom data to things like emails and texts.

 

This is automatically generated and formatted using the name of your custom field.

 

 
Custom Field Placeholder

 

You can customize the placeholder of your custom field here. The placeholder is what shows inside the input area of a text field.

 

 
Edit Custom Field

 

Click this icon to edit an already existing custom field.

 

 
Delete Custom Field

 

To delete a custom field, click this icon.

 

Once you delete a custom field, it is permanently deleted.

 

 
Add New Custom Field

 

In order to create a new custom field, you would click this button in the top right corner. To learn more about creating custom fields, click here: Creating New Custom Fields

  

 
Click the "Start Help Guide" button in this section of your CRM to start an interactive, guided tour and learn more about the components found in this section and how to use them!

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