Contacts

Creating and Managing Custom Contact Fields

July 22, 2025 Comments Off on Creating and Managing Custom Contact Fields

Custom contact fields allow you to store specialized information about your contacts beyond the default fields provided by the system. These fields can store three types of values: text, numeric, or date/time formats.

Key Considerations

  • Only date & time field types can be utilized within campaigns

  • Each field can store up to 640 characters of data

  • Fields can be featured for prominent display on contact profiles

  • Agent access permissions can be customized per field

Manual Field Creation Process

  1. Navigate to Contacts → Fields section

  2. Click ‘New’ in the top-right corner

  3. Provide a descriptive field name

  4. Select appropriate data type (text, number, date/time, state, district, or ward)

  5. Set agent access level:

    • Hidden: Completely concealed from agents

    • View: Visible but not editable

    • Edit: Fully modifiable by agents

  6. Optionally mark as “featured” for prominent display

Field Management Interface

The Manage Contact Fields page provides:

  • Complete overview of all existing fields

 

  • Field reference syntax for messages/flows (e.g., @contact.address)

  • Options to edit field properties and access permissions

  • Ability to feature important fields for easy access

Editing Field Values

Custom field values can be modified through:

  • Individual contact profiles (Fields section)

  • Bulk editing via contact imports

  • Automated updates through flows using @results.[field_name] references

 

 

Flow Integration

Create or update fields dynamically using the Update Contact action:

  • Collect information through Wait for Response nodes

  • Store values using @results.[field_name] syntax

  • Choose existing fields or create new ones by typing original names

  • Reference these values later in the same flow or other workflows

 

Practical Applications

  • Enhanced segmentation through custom data points

  • Personalized messaging using field-specific references

  • Automated data collection through conversational flows

  • Improved agent efficiency with tailored field access

For comprehensive implementation guidance and advanced techniques, refer to our detailed documentation on contact field management and workflow integration.