Overview
Custom fields allow you to capture individualized research about a contact, account, or internal user and leverage them in Apollo sequence email templates for real-time personalization.
Custom user fields allow you to include custom information about your internal employees in their user profile in Apollo.
Check out the following sections to learn how to create, edit, and delete custom user fields.
Create a Custom User Field
To create a new custom user field in Apollo:
- Launch Apollo and go to Settings > Users > User fields.
- Click Create field.
- Give your new custom field a descriptive name.
- Select a field type from the dropdown. 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 |
Choose Wisely
You can't change the field type for a custom field after you create it.
- Click Save once you're done.
You can now access and fill in custom user fields from the General tab of any user's profile.
Edit a Custom User Field
To edit a custom user field:
- Launch Apollo and go to Settings > Users > User fields.
- Click ... > Edit next to the custom field you want to update.
- You can update your custom field's name. If your custom field type is single-line text, multi-line text, or picklist, you can also update your max character length or picklist options.
- Click Save when you're done.
Delete a Custom User Field
To delete a custom user field:
- Launch Apollo and go to Settings > Users > User fields.
- Click ... > Delete next to the custom field you want to remove.
- Click Delete again to confirm you want to delete this custom field.