Many of AccessAlly’s features need to store information in a corresponding custom field. As you build out offerings, you may create multiple custom fields, each with a unique purpose.
For example, if you wish to store the number of points a member has, 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 custom field holds information that is unique to each contact for your site in the system. The “Email Address” field is one of the most common custom fields.
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
- If a checkbox was “checked” on an order form or opt-in form
How to Create Custom Fields by CRM
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.)
- Keap Pro, Lite, and Max
- Keap Max Classic (formerly Infusionsoft)
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.)
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.)
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.
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.
With AccessAlly Managed you’ll create custom fields inside AccessAlly following the article linked below.
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.
If you are using AccessAlly Managed contacts you can skip this step!
From the Edit Page view of your site hover over AccessAlly > 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.