Custom Fields

Custom Fields let you add organization-specific data fields to contact, event, and page records without code changes. Define a field once here, and it will appear on every record of that type.

Custom Fields List

The Custom Fields index shows all defined fields grouped by the record type they apply to (Contact, Event, or Page).

Creating a Custom Field

• Label (required) — the human-readable name for the field as it appears in forms and exports.
• Type — the kind of data this field stores:
  • Text — a short single-line string.
  • Textarea — a multi-line text block.
  • Number — a numeric value.
  • Boolean — a yes/no toggle.
  • Date — a calendar date.
  • Select — a dropdown with predefined options you specify.
• Applies to — choose Contact, Event, or Page.
• Required — if enabled, this field must be filled in when creating or editing a record.

Managing Options (Select Fields)

For Select-type fields, enter the allowed options separated by commas or one per line in the Options field. These become the dropdown choices on the record form.

Filterable fields (contact fields only)

For contact custom fields, you can enable the Filterable toggle. When enabled, the system creates a database index on this field to speed up mailing list filters at scale. Disable it to remove the index.

Editing or Removing Fields

You can edit a field's label and options at any time. Deleting a custom field will remove the field and all data stored in it across all records — this cannot be undone.

Data you cannot import

Certain categories of data cannot be imported into the system. The importer automatically rejects CSV files that contain:

• Financial identifiers — credit card numbers, bank account numbers, and ABA routing numbers
• Government identifiers — Social Security Numbers (SSNs) and driver's licence numbers
• Column headers that suggest these field types (e.g. columns named SSN, Credit Card, Routing Number, Account Number, Driver License)

Before importing, review your file and remove or rename any columns containing this data. If your source system exports these fields automatically, delete those columns in your spreadsheet before uploading. The importer will tell you which row and column triggered the rejection so you can locate the problem quickly.