To send highly personalized emails and messages, you first need to store unique information about your contacts. Custom fields allow you to go beyond standard data like names and emails, enabling you to save specific details like a contact's industry, business niche, or relevant keywords.
This guide will walk you through creating these essential custom fields.
Step 1: Understanding Default vs. Custom Fields
Your system already comes with Default Fields for every contact, such as:
Full Name
Email
Phone Number
Address
Company Name
You do not need to create these. Custom Fields are for any additional information you want to store. In our example, we need to create fields for "Industry" and two specific "Keywords" to use in our email templates.
Step 2: Navigate to Custom Fields Settings
To begin, go to the main navigation menu on the left.
Click on Settings.
Under the Customization section, select Custom Fields.
You will see a list of all existing custom fields in your account.
Step 3: Create Your New Custom Field
Now, let's add the fields we need for our campaign.
Click the blue Add Custom Field button in the top-right corner.
A pop-up will appear with different field types. For simple text-based data like a keyword, select Single line under Text input.
In the Configure Field section, give your field a Name. Let's create one called KW1.
Click Create.
Repeat this process to create a second field named KW2.
Conclusion: Ready for Personalization
That's it! Your new custom fields (KW1, KW2, and Industry) are now ready. You can now:
Import data into these fields using a CSV file.
Use them as merge tags in your email and SMS templates to create highly personalized and effective messages.