Before you start: a field’s key and type are fixed the moment you create it, so decide what
the field holds before you add it. Values can’t be brought in by a CSV import; you fill them in on
each contact, collect them through a form, or write them through the API.
Create a field
1
Add the field
Go to Contacts > Custom Fields and select Add Field. Enter a Field Name, such as
“Company Size”. This is the label people see on the contact page.
2
Check the key
The Field Key is generated from the name, for example
company_size. It’s how you refer to
the field in merge tags and the API. A key starts with a lowercase letter and holds lowercase
letters, digits and underscores, up to 100 characters. Each key must be unique in your
organization.3
Choose a type
Pick a Field Type, then select Create Field.
Field types
A Select (Dropdown) field needs at least one option and can have up to 50. You can also give a
field a Description and mark it Required.
The key and type are fixed because they’re what everything else points at: merge tags in templates
and campaigns, form mappings, and your own code calling the API. Renaming a key would quietly break
every message using it, and a tag that no longer matches a field sends as empty text rather than
failing loudly.
Fill in a value
Open a contact and select the pencil icon on the Custom Fields card on the Overview tab. Values can also arrive on their own:- From a form. Map a question to Custom field so answers land on the contact. A field only accepts questions that produce the right kind of value. See Map answers to contact fields.
- From a migration. Custom fields come across from your old provider before your contacts do, so contacts land with their values. See Run a migration.
- From your app. Write values through the Platform API.
Use a field as a merge tag
Each field’s key works as a merge tag, such as{{company_size}}. Insert one with Insert
variable wherever you write copy, and it’s filled in per recipient when the campaign sends.
Five tag names are reserved and always come from the contact record: first_name, last_name,
full_name, email and unsubscribe_url. A custom field can’t take one of them over. See
Placeholders and merge tags.
Related
Placeholders and merge tags
Personalize a message with the fields you just created.
Add and edit contacts
Fill in a contact’s fields, tags and notes.
Create a form
Collect custom field values from the people who sign up.