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- All Categories
- Contacts
- Managing custom contact fields
- Creating custom contact fields
Creating custom contact fields
Updated
by Rob Howard
To create new custom fields, from the DailyStory navigation bar, select Contacts > Manage Fields
from the Contacts drop-down menu.
This shows the Custom Contact Fields available:

Add a pre-built set of fields
DailyStory can automatically add commonly used fields, such as social media URLs, to your contact profile. To use pre-built fields click + PRE-BUILT FIELDS and select the pre-built fields to add:

Available pre-built fields
Below are the pre-built fields that supported
Social Media URLs adds fields for storing URLs to the contact's social media pages.
- YouTube
Adding a custom field
On the Custom Contact Fields box, select Add field. The page displays the Add custom field box. Enter the required information to create a new custom contact field.
To understand the fields in this box, refer to the following section.
Custom field options
Use the following table to understand what information is required for each option in the box.
Option name | Action |
| Enter the name of the new custom field. |
| Select the corresponding data type of the new custom field from the drop-down list.
|
| This is an optional option that enables you to provide a pre-populated list of options for your custom field when you set In the NAME box, enter the name of the option you want to add, followed by its option description in the corresponding VALUE box. Add as many options as you prefer. For an example with this configuration, refer to Sample custom field configuration. Note: This feature only works when |
| Check this box if you want to include the custom field when you export contacts data. |
| Check this box if you want to index the custom field. This option enables you to use this custom field as a filter for when you’re searching for contacts. Note: The only time you can set the field to be Indexed (searchable) is when it's created. |
Handling Special Codes
When contact field data is imported the default format is title casing. This ensures that data, when imported, is formatted in a friendly manner. For example, "gold members" would become "Gold Members".
However, in some cases contact field data should not be formatted, such as when custom codes are used. Contact fields with "_code" appended to the field name will not be title cased. For example, "2021-DISCOUNT" would remain in all caps.
Using Custom Contact Fields
Custom contact fields may be used for a variety of purposes:
- Data from sync - customer data brought over from a sync service such as Salesforce.com.
- Imported data - customer data appended to contact records when importing customer data.
Examples may include:
- Products - list of products the customer has
- Territory - territory this customer belongs to
- Date Purchased - custom dates, such as when a customer last purchased
- Product categories - categories the of product the customer purchased
- Total Spent - total amount the custom has spent in their lifetime
Selecting the appropriate data type for your custom field is important. For example, a Date/Time field is used when working with dates whereas a Text Array field is used when working with a list, such as product categories.
When to Index a field
A custom contact field should be "indexed" when the field is used to build segments or necessary for search. Indexed fields such as Text and Text Array should be indexed when the values are used for segmentation, such as product categories where you want to select contacts on their product category.
Date/Time fields should be indexed when you want to find contacts within a range of dates. Number and Decimal fields should be indexed when you want to find contacts based on a numeric value, such as "Purchased more than $100".
Generally speaking, Yes/No and True/False fields are not good candidates for indexing.
Example of field indexing
Given a list of contacts that you want to manage roles the contacts are in, such as CEO, CFO, Decision Maker. You may first create 3 custom contact fields for each as a Yes/No field. However, a better option would be to create a single Text Array field called "Role". This way a contact could have zero or more roles and as future roles were added no new contact fields would need to be created.