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.
Create a Custom User Field
Launch Apollo and then click Settings.
Click Custom Fields.
Click + New Field.
On the "Add Custom User Field" modal, type a descriptive name in the Name text-box.
Select the field Type from the drop-down.
The available field types include:
|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
|Date/Time||Allows you to type a date in the format of
|Checkbox||Allows you to specify either
|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 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.
After you finish configuring the custom User Field, click Save.
Your new custom User Field is now editable on the General tab in the user's profile.