Setting up and using Contact and Organization Custom Fields

FunnelFLARE starts with a basic set of Organizational and Contact fields. To keep things simple, FunnelFLARE has a small set of attributes for both Organizations and Contacts. You may want to add your own set of Custom Fields to an Organization or Contact. 

Read About Employee Custom Fields

Each custom field you create will create:

• A custom field that shows up on every Contact (if the field is a Contact custom field) or Organization (if the field is an Organization custom field)
• A webform element for inputting the custom data
• A dynamic field for displaying an organization or contact's data in an email or Landing Page 
• A query element for use in the query engine

%CONTACT.ACCOUNT.CUSTOM_FIELDS(Field Name).FORMATTED_VALUE%

%CONTACT.CUSTOM_FIELDS(Field Name).FORMATTED_VALUE%

Most custom fields can be referenced directly by their custom fields name as FunnelFLARE will automatically create dynamic fields for all custom fields.

Example:

If you have a custom field called 'Deal Stage' and you are looking for the value:

%CONTACT.CUSTOM_FIELDS(Deal Stage).FORMATTED_VALUE%

To build a custom field, browse to your Account settings

Then look for the Custom Field Types editor under the Account Setup tab

Click the Add Custom Field Type button, and you are on your way! The 'has dynamic options' checkbox is for single option picklists that have options that will be added dynamically (say, via your CRM) at a later time.

You can control witch custom fields are exposed in the power dialer with this option:

In the form Editor, you will find your custom fields:

And on your form:

Querying Custom Fields

Using the query engine to find custom fields, you can query the element directly: