Custom Fields

Custom fields are versatile tools that enable the collection of specific information from customers via forms or surveys, allowing for a tailored data-gathering experience. Structuring Custom Fields This section empowers you to design custom fields according to your business needs. Custom fields transcend standard questions like "Name, Email, and Phone Number," enabling the capture of unique data points that are particularly relevant to your operations. Whether it’s gathering information about a customer's job role, their preferred product, or any other non-standard query, custom fields offer the flexibility to refine your data collection to suit specific objectives. Note: Your access to certain features may vary depending on your user permissions. Overview of All Custom Fields When you navigate to the Custom Values tab, you’ll find a comprehensive list of all the custom fields that have been created so far. This overview allows you to efficiently monitor and manage your custom fields. Utilizing the Search Feature Quickly locate specific custom fields by using the search bar, eliminating the need for manual scrolling and saving you valuable time. Filtering Custom Fields by Group The group filter feature allows you to organize and view your custom fields based on specific categories: All: Displays all custom fields across all groups. Contact: Shows custom fields created for contacts. General Info: Filters custom fields under general information. Additional Info: Focuses on custom fields related to additional information. Managing Custom Fields with Actions Using the checkboxes, you can select one or multiple custom fields to perform various actions. Bulk Operations on Custom Fields Once you have selected custom fields, the bulk action menu offers several options: Edit: Modify existing custom fields. Delete: Permanently remove custom fields. Move to Group: Transfer the selected custom fields to a different group. Identifying Custom Fields The "Field Name" column displays the labels assigned to your custom fields. Associating Custom Fields with Folders This section indicates which folders are linked to your custom fields, helping you easily identify their associations. Utilizing the Unique Key The Unique Key is an automatically generated identifier used for retrieving data via webhooks or integrating custom details into communications such as emails and texts. Copying the Unique Key By clicking the dual square icon, you can easily copy the unique key for use wherever needed. Tracking Field Creation Dates The "Creation Date" column records the exact date and time when each custom field was originally created. Viewing and Organizing Folders Click on the Folders tab to see a list of folders you have created, providing a clear view of how your custom fields are organized. Organizing Custom Fields with the Hamburger Menu Use the hamburger icon to drag and drop your custom fields, allowing you to organize them to your preference. Managing Folder Names This column displays the names of your folders, which can be edited as necessary. Reviewing Field Counts This section shows how many fields exist within each folder. Tracking Folder Creation Dates This column displays the creation date and time for each folder. Folder Actions Menu The three dots menu allows you to manage folders with the following options: Rename: Change the name of the folder. Delete: Remove the folder. Accessing Deleted Fields The Deleted Fields tab provides access to custom fields that have been removed. Clicking the redirect link takes you to the audit page in your CRM where you can review previously deleted items. Creating a New Folder To add a new folder for your custom fields, simply click the 'Add Folder' button. Adding a New Custom Field To create a custom field, click the green "Add Field" button at the top right. A popup will appear where you can enter all necessary details to complete your custom field.

Establishing Custom Fields Before integrating survey responses into your lead management system, it's essential to create a custom field to store the lead's value. Follow these steps to set it up: 1. Navigate to the CRM’s Settings area. 2. Click on the “Custom Fields” option. 3. Create a new custom field by selecting the "Single Line" type and label it "Lead Worth." Although numerical values are preferable, you can also test other formats such as text or currency. Designing and Connecting Surveys Once your custom field is established, the next step is to design a survey that gathers the necessary data to update the lead's worth: 1. Go to the CRM’s survey section and either create a new survey or select an existing one. 2. Include questions that help ascertain the lead's worth. For example, add a question that directly asks for this value. 3. In the survey’s settings, locate the “Integrate” option and generate a link. This link can be shared with potential leads or embedded into various communication channels. Configuring the Automation Workflow Triggers are key to automating the update of lead values. Here’s how you can configure one: 1. In the workflow section, add a new trigger. 2. Set the trigger condition to “Survey Submitted” and select the specific survey you've designed. 3. Choose the action “Add/Update Opportunity,” and for the lead worth, select the custom field you created earlier. 4. Publish the workflow. Validating Your Configuration To ensure that everything operates as expected, you should conduct a test: 1. Complete the survey using a test lead value (e.g., 497). 2. Submit the survey, then check the “Opportunities” section in the CRM. 3. Confirm that the new test lead is displayed with the correct value (e.g., 497) as specified in the survey response. Troubleshooting and Common Questions What if the lead worth doesn’t update? Recheck the trigger settings and confirm that the correct survey and custom fields are selected. Can this method be used with various custom field types? Yes, while numerical fields are tested, you can also experiment with text and currency fields.