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How To Create a Custom Field
How To Create a Custom Field

custom fields, personalization

Alex avatar
Written by Alex
Updated over 2 weeks ago

You can add up to 20 custom fields on We-Connect.

Step 1: From the settings page, click 'Custom fields.'

Step 2: Click 'Add Custom Field.'

Step 3: Name the field & select the type of custom field to add.

There are four options:

  • Date

  • Text

  • Number

  • Email

Step 4: Click 'Add Field.'

It's important to note that these custom fields are helpful when importing a CSV list containing dynamic values or directly from your CRM (such as HubSpot or Salesforce).

If you have any further questions about custom fields, don't hesitate to contact our customer support team using the blue icon in the bottom right corner of our website or app. We're always happy to help.

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