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custom fields

Goals

  • Get various information about your contacts
  • How to do it?

    1. Creating new custom field 
    2. go to "contacts" menu 
    3. choose "custom fields"
    4. click on "Add group"
    5. define group name 
    6. click on the plus (+) sign at the bottom of the group
    7. define field name and field type 
    8. 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  
  • Adi Ben Yaakov

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