Create Custom User Fields

Article author
Paige York
Updated

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.

Back to Top

Create a Custom User Field

To create a new custom user field in Apollo:

  1. Launch Apollo and go to Settings > Users > User fields.
  2. Click Create field.

Create field button highlighted on custom user fields page

  1. Give your new custom field a descriptive name.
  2. 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.

Create custom user field modal

  1. 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.

Custom fields displayed in the General tab for individual user

Back to Top

Edit a Custom User Field

To edit a custom user field:

  1. Launch Apollo and go to Settings > Users > User fields.
  2. Click ... > Edit next to the custom field you want to update.

Edit button highlighted for custom user field

  1. 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.

Edit custom user field

  1. Click Save when you're done.

Back to Top

Delete a Custom User Field

To delete a custom user field:

  1. Launch Apollo and go to Settings > Users > User fields.
  2. Click ... > Delete next to the custom field you want to remove.

Delete button for a custom user field

  1. Click Delete again to confirm you want to delete this custom field.

Delete confirmation for custom user field

Back to Top