Overview
Custom fields allow you to capture individualized research about a contact, account, or user and leverage them in Apollo sequence email templates for open-time personalization. Custom Contact fields allow you to capture information about individual people so you can easily re-use it in a template.
Refer to the section below for additional details about how to create custom fields for contacts.
Create a Custom Contact Field
Launch Apollo and then click Settings.
Click Contacts.
Click Custom Fields.
Click + New Field.
On the "Add Custom Contact Field" modal, type a descriptive name in the Name text-box.
Select the field Type from the drop-down.
The available field types include:
| Field Name | Description |
|---|---|
| Single-line text | Allows you to include a single line of text for the contact field. You must specify the maximum number of characters for the field. |
| Multi-line text | Allows you to include a string of text that spans multiple lines. You must specify the maximum number of characters for the field. Line breaks count against the total character count. |
| Number | Allows you to include a number with or without decimals. You cannot use non-numeric characters. |
| Date | Allows you to type a date in the format of Day/Month/Year or select a date with the calendar widget. |
| Date/Time | Allows you to type a date in the format of Day/Month/Year or select a date with the calendar widget. Allows you to select a time in half-hour increments from the drop-down. |
| Checkbox | Allows you to specify either True or False within the field's drop-down. |
| Picklist | Allows you to include an existing picklist or create a new picklist with defined values. You can only select one value from the picklist. For additional information about creating picklists, please see Create Global Picklists. |
| Picklist (Multi-Select) | Allows you to include an existing picklist or create a new picklist with defined values. You can only select multiple values from the picklist. For additional information about creating picklists, please see Create Global Picklists. |
| Lookup-User | Allows you to specify a user from your account via a drop-down. |
Please note, once you have created a custom field you cannot change the type.
Once you have defined the field Type, if you have connected Salesforce to your account, you can select a Salesforce Contact Field and/or a Salesforce Lead Field. Both of these are optional fields.
Use the checkbox below the Salesforce options to mark this Contact Field as read-only. This means that Apollo will only pull data directly from the mapped Salesforce fields but will not push data to Salesforce.
If you have selected Picklist or Picklist (Multi-Select) for the field Type, you have 2 options:
- Select a previously created picklist value set. Click the drop-down for your available options.
-
Create a new picklist value set and add the options that you would like to appear in the contact's profile.
Click Save.
Edit a Custom Contact Field
Launch Apollo and then click Settings.
Click Contacts.
Click Custom Fields.
Click the Custom Field you want to edit.
If you would like to re-use a newly created Picklist in other fields, click the Promote to Global Picklist Value Set link.
In the "Promote to Global Picklist Value Set" modal, give the picklist a Name and then click Continue.
When you finish editing the custom Contact Field, click Save.
Your new custom Contact Field is now usable in a contact's profile.
