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 User Roles have access to create custom fields:
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.
Follow these steps to create a custom field.
Step One: On the toolbar right-side, click the User Settings button, then in the drop-down, select Settings.
Alternatively, you can click the + New button, then in the drop-down, select Custom Field. If you do this, skip to Step Four.
Step Two: On the left-side Settings panel, under Features, click Custom Fields.
Step Three: On the right top of the page, click the + Add Field button.
Step Four: 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). On the pop-up, name the Custom Field.
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 Five: Select the Field Type (i.e., Radio Group, Checkbox, Drop Down Select Group, etc.)
Step Six: When you have finished, on the bottom right, click Create Field.
TIP! When a lead fills out a custom field on a form, that information will display in form fill-out notification emails. More information on how to set up form fill-out notifications, click to review the article Setting up Form Fill Notification.