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How to Create Custom Fields

Many of AccessAlly’s features need to store information in a corresponding custom field inside your CRM. As you build out a robust membership site, you will create multiple custom fields, each with a unique purpose.

For example, if you wish to store passwords (so you can send login info to your clients), you’ll want to create a custom field that stores this information.

Another example would be if you need to collect miscellaneous information (like a t-shirt size!) via the order form/purchase process, and need a special custom field to record the info.

What is a Custom Field?

A CRM field stores information that’s unique to each of the contacts in the system. The “Email Address” field is one of the most common fields in every CRM.

On a basic level, custom fields can be used to store personally identifiable information for your contacts. For example, some CRMs don’t include “First Name” and “Last Name” fields by default when you first create your account. If you want to keep any record of this information for your users, you would need to create two separate custom fields for them.

More advanced use cases for the custom fields will use your AccessAlly integration to map out unique data for your customers, including:

  • The balance of their membership site credit system points.
  • Their AccessAlly “team” information
  • Their unique Affiliate code
  • Etc.

How to Create Custom Fields by CRM

Infusionsoft/Keap

Log into your Infusionsoft/Keap account and go to Admin > Settings.

Make sure the “Set up custom fields for” is set to contact, then click Go.

Make sure the dropdown is set to Field, then click Add.

Now, you can name your custom field something descriptive enough so you’ll easily remember it’s purpose.

In most cases, the field “TYPE” should be set to “TEXT”.

However, if you are using this custom field to store your credit system information, please select the WHOLE NUMBER option, instead of “text”.

When ready, click on save this field

Ontraport

Log into your Ontraport account and go to: Contacts > Settings

Select Field Editor.

Click on the + Add Field option.

Now, you can name your custom field something descriptive enough so you’ll easily remember it’s purpose.

In most cases, the field “TYPE” should be set to “TEXT”.

However, if you are using this custom field to store your credit system information, please select the NUMERIC option, instead of “text”.

ActiveCampaign

Log into your ActiveCampaign account and go to Forms > Manage Fields > New Custom Field.

Select the Text Input option and click “next”.

Then, name your custom field something descriptive. When you’re ready, click “add.”

ConvertKit

Log into your ConvertKit account and go to Subscribers.

Open up an existing subscriber (or create a new one).

Scroll down until you see the + Add new field option. Click on it.

Now, you’ll see two additional options:

  • Field Name: Name the field something descriptive.
  • Field Value: (Leave blank)

After naming the field, click the orange Update Subscriber button.

Drip

Log into your Drip account and go to Subscribers > Custom Fields > + New Custom Field.

Choose a name for this custom field that is clear and will help you remember its purpose.

Then, click the yellow Create Field button.

Updated on July 19, 2019

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