What is Custom Fields?

Custom Fields is a feature that allows for the creation and personalization of specific data parameters for each contact, enhancing communication efficiency.

• Create Custom Parameters: Set unique parameters for individual contacts.
• Personalization: Customize each parameter, such as assigning 'address'.
• Automated Insertion: Use the parameter name in inbox to auto-fill its full details, like "Toronto, Canada" when sending.
• Streamlined Communication: Simplifies sending tailored information quickly and accurately.

How to add a custom Field?

While inside the 'contact info' of a contact, click either '+' or 'Create' to add a new custom field.

<aside> 💡 Once a Custom Field is created, the specific contact also gets a tag with the same name.

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How to use custom Fields?

Custom Fields is a feature that provides quick and efficient communication methods.

Let's take an example here, as you saw in the visual above, I have created a custom field named "Address", which includes the information - "Kuala Lumpur, Malaysia". So you must be thinking about how to use it.

Well, we can use this custom field in the message by writing it as "{{Address}}", and it will send as "Kuala Lumpur, Malaysia".

<aside> ❗ Please note, the custom field won't work if it is not inside double curly brackets i.e. {{custom_field_name}}.

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<aside> ❗ Please note, custom fields are case-sensitive, so if you have custom field "Address", it won't work if you write it as {{address}}.

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How to Delete Custom Field / Tag?

Users able to delete the custom fields by following these steps:

Step 1: Go to CRM, then go to Contacts.

Step 2: Go to the 3 dots, then click Manage Tags.

Step 3: Select the tags you wish to delete, click Delete Selected and delete the tags.

That’s it! You have completed the steps! 🎉

How to Edit Tag Name?

Users able to edit tag name by following these steps:

1. Step 1: Go to CRM, then go to Contacts. And “Create” a new one tag to replace the one you want to change.

2. Simply fill in the content that matches your new tag. Done!

Contact us: Global Customer Support