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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.

Custom fields can be used to store personally identifiable information for your contacts like:

  • Balance of membership site credit system points
  • AccessAlly team information
  • Limited time offer coupon codes

How to Create Custom Fields by CRM

Infusionsoft/Keap

CRM documentation changes often below you’ll find links to creating custom fields in Keap based on which version you have with the most up-to-date information.

When prompted to choose the field type option choose TEXT (most use cases) or WHOLE NUMBER (used to store the number of points/credits a user has.)

  1. Keap Pro, Lite, and Max
  2. Keap Max Classic (formerly Infusionsoft)

Infusionsoft Custom Field

Ontraport

CRM documentation changes often. Below you’ll find the to creating custom fields in Ontraport with the most up-to-date information. When prompted to select the field type choose TEXT (most use cases) or NUMERIC (used to store the number of points/credits a user has.)

Create and Customize Fields in Ontraport

Ontraport Custom Field

ActiveCampaign

CRM documentation changes often. Below you’ll find the most up-to-date information on adding custom fields in ActiveCampaign. When prompted to Add Field you’ll choose the field type Text Input (most use cases) or Text Area (if creating a custom field that will store large amounts of text.)

Overview of custom contact fields in ActiveCampaign

ActiveCampaign Text Field

ConvertKit

CRM documentation changes often. Below you’ll find a link to the most up-to-date information on adding custom fields in ConvertKit. When creating a custom field in ConvertKit name the field something descriptive and leave the field value blank.

How to Add Custom Fields to Subscribers

ConvertKit Custom Field

Drip

CRM documentation changes often. Below you’ll find the most up-to-date information on creating custom fields in Drip. When creating a custom field in Drip name the field something descriptive and leave the field value blank.

Create Custom Fields in Drip

Create Custom Field in Drip

Refresh CRM Info

After creating new custom fields in the CRM you need to Refresh CRM info to pull these newly custom fields into AccessAlly.

From the Edit Page view of your site hover over AccessAlly > Refresh CRM info

Refresh CRM Info

Once your CRM has been refreshed you will see a success message with a prompt to refresh the page to see your newly created custom fields.

Refresh CRM message

Updated on April 15, 2021

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