|SharpSpring allows you to create custom fields for many uses in your account, such as triggering workflows or segmenting contacts into a list. Creating a DateTime field for forms is a great place to start with custom fields. A form with a DateTime field, such as an appointment request form on your website, can be the starting point for workflows to automatically follow up with your contacts and leads.
This article will go over how to create and edit custom DateTime fields.
Creating Custom DateTime Fields
When working with time-based workflows, custom DateTime fields are useful reference points to include since they contain a specific time and date. For example, dynamic scheduling that sends out reminder emails to contacts and leads about meetings, events, and webinars relies on DateTime fields to know when to take action.
To create custom DateTime fields, do the following:
If a lead has filled out a form with a DateTime field, that information will autofill the next time a lead visits a page with that form.
Changing DateTime Field Displays
You can change the date format and other information in DateTime custom fields to suit your needs.
To change field information, do the following: