Each account has a total of 16 fixed fields and 20 custom fields to store data about your contacts.
Fixed fields
Fixed fields are predefined and include, for example:
E-mail address
First name
Last name
Mobile number
Company name
Job title
Website
Industry
Street address
Postal code
City
Region
Country
State
Birthday (date)
Gender
These fields are standard and cannot be changed.
Custom fields
In addition to the fixed fields, you can collect more information about your contacts using custom fields.
You can name and use these fields however you want:
10 text fields (max 100 characters)
2 long text fields
2 date fields
6 numeric fields
These custom fields can store any information, such as department, region, customer ID, personal ID number, or points balance. You decide what’s relevant for you and your company.
Name your custom fields to keep your database organized
Always name your custom fields to avoid confusion.
For example, if you import “region” information into field no. 2 but later forget and import it into field no. 4, it can cause problems.
This may lead to errors when inserting custom fields in emails, SMS messages, or surveys, and when searching for specific data in the database.
HOW TO NAME YOUR CUSTOM FIELDS
Log in → click on your Account name at the bottom of the black left-hand menu
Click Account/Account name in the left menu
Select the Settings tab under Account
Click the Custom fields tab on the Settings page
-
Click the text field(s) you want to name
(If you want your contacts to be able to view/edit their information, check “Show in My Settings”)
Usage examples
You can insert custom fields in emails, SMS messages, and as pre-filled fields in the survey tool.
You can also use this data to segment contacts, e.g.:
Find all women in Gothenburg, aged 30–35, who own a car – and send a targeted campaign only to them.