Change a custom field type in a few steps
If you just need the essentials, follow this:
- Open Contacts → Fields
- Select the custom field you want to update
- Change Field Type (Text/Number/Date & Time) and Save
- If using campaigns, set the field to Date & Time
- If values look wrong, clean existing data so it matches the new type
You’re done. Your field will now validate and behave according to its new type.
Step-by-Step Process
Custom contact fields created inside a flow are set to Text by default. You can change a custom field’s type to better match the data you’re storing,
such as Number or Date & Time.
- Go to Contacts.
- Click Fields.
- Select the custom field you want to update.
[CAPTURE: Contacts page with the “Fields” button visible.]
- In Field Type, choose the correct type (for example, Date & Time).
- Save your changes.
[CAPTURE: Manage Contact Fields page with a field selected and the “Field Type” dropdown open.]
[CAPTURE: Field edit panel showing the updated field type saved/applied.]
If you created a field in a flow (default Text) and want to use it in a campaign:
- Open Contacts → Fields.
- Select the field.
- Change Field Type to Date & Time.
- Save.
[CAPTURE: Field selected with Field Type set to “Date & Time”.]
After changing a field type, existing stored values must match the new type (for example, numeric values for Number fields,
and valid dates for Date & Time fields). If existing data doesn’t match, it may display incorrectly or fail validation.
Common Issues & Quick Fixes
Problem: I can’t use my field in a campaign event.
Fix: Campaign events require a Date & Time field. Change the field type to Date & Time in Contacts → Fields, then retry campaign setup.
Problem: Values look wrong after changing the type.
Fix: Existing values may not match the new type (for example, text stored in a number/date field). Clean up values by editing contacts or re-importing corrected values so they match the field type.