SharpSpring enables you to create Custom Fields and add them to forms. Custom Fields can be used to trigger automation workflows, segment contacts to a list, inform sales people and more.
The following video will show you how to create a Custom Field in SharpSpring. However, if you prefer, a written step-by-step guide is available below the video for your convenience.
Step-by-Step Guide on How to Create a Custom Field
Step 1: Click on the gray silhouette button in the top right corner.
Step 2: Select "Settings" in the drop down menu.
(Alternatively, you can click the + New button, then select Custom Field from the drop down. If you do this, skip to Step 4)
Step 3: On the left side panel, under Features, click on “Custom Fields.”
Step 4: Click on the blue “+ Add Field” button located on the right side of the screen near the top of the page.
Step 5: Select if you want this to be a lead field (appears only on contacts), account field (appears only on accounts), or an opportunity field (appears only on opportunities).
Step 6: Name the Custom Field.
Step 7: If you selected Lead Field, these options will be available underneath the field name.
- Visible in contact manager: appears on contacts’ pages
- Available when creating forms: available to use a form field
- Email Merge variable: available as a merge variable when sending emails
- Editable in contact manager: able to make changes to the field’s content within the contact page
Step 8: Select the Field Type (i.e., Radio Group, Checkbox, Drop Down Select Group, etc.)
Step 9: When you have finished, click on the blue “Create Field” button in the lower right corner. You've created a Custom Field!
(Bonus: When a lead fills out a Custom Field on a form, that information will appear in form fill-out notification emails. More information on how to set up form fill-out notifications can be found here.)