Back to Blog
PlatformJanuary 21, 20266 min read
Custom Fields: Personalizing Your Contact Management
Learn to create and use custom fields to store important contact information unique to your business.
Custom fields let you store any information about contacts that matters to your business.
Types of Custom Fields
Text fields for names and notes, numbers for quantities, dates for important deadlines, dropdowns for categories, and checkboxes for yes/no values.
Creating Custom Fields
Go to Settings > Contacts > Custom Fields. Click 'Add Field', choose the type, and configure options.
Using Fields Effectively
In Conversations
View and edit custom fields directly from the conversation sidebar.
In Segments
Create segments based on custom field values for targeted messaging.
In Templates
Use custom fields as variables in message templates for personalization.
Example Use Cases
- Industry/Company size for B2B
- Birthday for automated greetings
- Preferred language
- Customer tier (Bronze, Silver, Gold)
- Account manager assignment