Custom Fields Help Guide
What Are Custom Fields?
Custom fields allow you to store extra information about your contacts beyond the standard fields like name, email, and phone number. You can create your own fields to capture the exact details you need.
These fields can be used in:
- Forms (e.g. ask for birthday or preferences)
- Emails & SMS (personalise messages)
- Workflows/Automations (trigger actions based on custom data)
- Contact Records (view or update info manually)
Why Are Custom Fields Helpful?
Custom fields help you:
- Personalise communication with clients
- Capture specific info that’s relevant to your business
- Segment your contacts for better targeting
- Automate actions based on contact data
They’re especially useful when you want to go beyond basic details and keep everything organised and relevant.
Some Default (Pre-set) Fields You Can Use
These are already available and don’t need to be created:
You can use these in emails and messages to personalise your content, for example:
**Example**
Hi {{contact.first_name}}, thanks for booking with us!
**Example**
By using the custom fields you do not have to send each customer or client an individual message each time. This will save you a lot of time. Please see below some of the fields that are most commonly used.
Go to Settings > Custom Fields to see all Custom Fields available to you.
Field Description Tag Example
First Name {{contact.first_name}}
Last Name {{contact.last_name}}
Email Address {{contact.email}}
Phone Number {{contact.phone}}
Full Name {{contact.full_name}}
Address {{contact.address}},
Postcode {{contact.postal_code}}