Create Custom User Fields

Article author
Eric Zrinsky
Updated

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 User fields allow you to specify person-specific information on the General information tab for each user in your account.

Refer to the section below for additional details about how to create custom fields for users.

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Create a Custom User Field

Launch Apollo and then click Settings.

Settings

Click Users.

Users

Click Custom Fields.

DESCRIPTION

Click + New Field.

New Field

On the "Add Custom User Field" modal, type a descriptive name in the Name text-box.

New Field]

Select the field Type from the drop-down.

Field Types

The available field types include:

Field Name Description
Single-line text Allows you to include a single line of text for the 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
 
No Type Changes After Creation

Please note, once you create a custom field you cannot change the type.

If you select Picklist or Picklist (Multi-Select) for the field type, add the options that you would like to appear in the user's profile.

Picklist Options

After you finish configuring the custom User Field, click Save.

Global Picklist Name

Your new custom User Field is now editable on the General tab in the user's profile.

Completed Custom Contact Field

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