custom fields

Goals

  • Get various information about your contacts

How to do it?

  1. Creating new custom field 
    • go to "contacts" menu 
    • choose "custom fields"
    • click on "Add group"
    • define group name 
    • click on the plus (+) sign at the bottom of the group
    • define field name and field type 
    • save changes 

2. Adding a custom field to a landing page form 

    • open the landing page and drag a "form" block 
    • click on "add" field
    • define field name 
    • define field settings 
    • save 

3. Viewing the custom field content  

    • go to "contacts" menu 
    • choose "My contacts"
    • click on your chosen contact 
    • the field content will appear under the subtitle "custom fields" 
    • Viewing the field content of several contacts at the same time
      • go to "contacts" menu 
      • choose "My contacts"
      •  click on "Table Settings" on the right side of the table 
      • add the field name
      • save 

search contacts 

    • go to "contacts" menu 
    • choose "search contents"
    • roll down to the subtitle "Search by custom fields"
      • define fields and values 
      • click the "search" button on the right side of the screen  

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