What Are Custom Fields?
Custom Fields are user-defined variables within Spur that can store unique customer information. These fields can be used for:
Personalizing WhatsApp messages and automations.
Segmenting customers for targeted marketing.
Importing and exporting data for better management.
Managing customer preferences directly within the shared inbox.
Key Features of Custom Fields
Flexible Field Types
Custom Fields support multiple data types, including:Text: For names, addresses, or other alphanumeric data.
Number: For metrics like order count or average order value (AOV).
Boolean: For true/false values, such as customer preferences.
Date: For storing dates like birthdays or anniversaries.
Default Values
Set default values for fields to streamline data management when creating new contacts.Integration Across Spur
Use Custom Fields in:Automations: Build workflows triggered by specific field data.
Segments: Create precise customer groups based on custom field values.
Shared Inbox: View and edit Custom Fields directly while chatting with customers.
Import/Export: Easily populate fields for bulk contacts.
How to Create a Custom Field
Navigate to the Database section in your Spur account.
Click on the Custom Fields tab.
Select New User Field to create a custom field.
4. Name the field and choose a field type (Text, Number, Boolean, or Date).
5. Set a default value if needed and click Create.
Example: Create a custom field named "Address" with the field type set to Text.
Common Use Cases
Personalized Messaging: Use fields like "First Purchase Date" or "Preferred Product" in WhatsApp messages.
Targeted Campaigns: Create segments for high-value customers or specific geographic regions.
Streamlined Workflows: Save customer preferences (e.g., delivery instructions) to avoid repetitive prompts.
Using Custom Fields in Automations, Segments, & Shared Inbox
Custom Fields can be used and edited across Spur. To see an example use case, please watch the video below:
Importing and Exporting Custom Fields
Custom Fields can also be populated through bulk imports:
Create your custom field in Spur by following the steps above.
Go to Database > Import and Open the Sample CSV link.
Fill in the data for contacts as described in this guide.
Lastly, fill in your custom fields in this format:
Custom[Field Name]
WhereField Nameis the name of the Custom Field you created.
When you export contacts from Spur, your Custom Fields will also be exported.
Need Assistance?
If you have questions or need help using Custom Fields, our Support Team is here to assist you.
Start leveraging Custom Fields today to personalize customer interactions and enhance your workflow efficiency!