Custom fields let you store any extra info about contacts that matters to your business. Think of them as extra columns in your contact spreadsheet that you define.
1. Name Column
What you call the field. Keep it obvious:
"Party Interested" for event planning
"Birthday Month" for special offers
"WA Order Value" for WhatsApp sales tracking
These names show up everywhere - in segments, automations, and in the inbox. Bad naming causes confusion later.
2. Type Column
The kind of data this field holds:
Boolean: True/false (Party interested? Yes or No)
Text: Any text string (Birthday Month: "January")
Number: Numeric values only (WA Order Value: 5000)
Date: Specific dates (Anniversary: 15/08/2024)
Pick the right type or your automations break. Can't do math on text fields. Can't store "Maybe" in a boolean.
3. Default Value
What goes in this field if nothing's specified. Usually left empty (-) but you could set:
Boolean: Default to "false"
Number: Default to "0"
Text: Default to "Not specified"
Useful for avoiding empty fields that mess up your segments.
4. Edit Button
Modify field settings. You can change:
Field name (careful, might break automations)
Default values
Field type
5. New Custom Field Button
Top right. Creates new fields. You'll set:
Field name
Data type
Optional default value
Quick Custom Fields Tips
Common Fields That Make Money:
City/Location (for local campaigns)
Size/Preferences (for recommendations)
Lead Source (to track what's working)
Customer Type (B2B, B2C, Wholesale)
Preferred Language (for message personalization)
Using Custom Fields: Once created, these fields:
Show in contact profiles for manual editing
Appear in segment builder for filtering
Work in automation conditions
Show up in shared inbox on the right along with the contact's info
Can be inserted in broadcasts as variables
For the complete guide on setting up and using custom fields in automations and broadcasts, check our detailed Custom Fields documentation.