Working with custom fields

Custom fields capture additional information that is important to your company or organization. The data collected by custom fields provide additional data points for building out customer segments and for collecting, importing, and syncing data with your CRM (customer relationship management) or CDP (customer data platform).

To work with custom profile fields:

• Select Home in the left pane, and then select Custom Fields.

  The Custom Fields table opens.

  

  Tip: You can add any number of custom fields to the user profiles. For more information, see Adding a new custom field.

  About the Custom Fields table

  The Custom Fields table contains the following information for each field:

  Column	Description
  Name	Name of the custom field
  Type	One of the following data type values: text date gender number age yes or no time of day anniversary identity
  Description	(optional) Description of the custom field
  Actions	Available actions for a custom field: Edit Delete

  Tip: For more information, from the Actions drop-down list on the right, select Show Field Help.

  If the table is longer than one page, use the page-navigation options on the lower-right to select the number of rows per page and to navigate to the next or previous page.

  Tip: To navigate directly to a specific page, select the page field, enter the page number, and then press ENTER.

Filtering Custom Fields:

You can narrow the custom fields list by selecting one or more Types filters:

1. Above the Custom Fields table, on the right, select Filter.

2. From the Types filters, select one or more of the following options:

   1. Text

   2. Date

   3. Gender

   4. Number

   5. Age

   6. Yes or No

   7. Time of Day

   8. Anniversary

   9. Identity

3. When you are done, select APPLY.

From the Custom Fields table:

• Search the Custom Fields table

• Export custom field records

• Download custom fields

For more information, see Setting up custom fields.

Searching the Custom Fields table

To search the custom field names:

1. Select Home in the left pane, and then select Custom Fields.

2. Above the Custom Fields table, on the right, enter a search term in the Search box, and then select  Search.

   The Custom Fields table displays the matching records.

Exporting custom field records

You can download user profile data in custom fields to a CSV (comma-separated values) file.

To download all of the custom fields:

1. Select Home in the left pane, and then select Custom Fields.

2. From the Actions drop-down list on the right, select Save as CSV.

   The records in the Custom Fields table are saved in a CSV file containing the following columns:

   Column	Description
   phone number	The mobile phone number in the user profile.
   name	The name of the custom field.
   value	The custom field entry in the user profile.
   created_at	The date and time when the custom field value was added to the user profile.
   active	The active status of the user profile: TRUE or FALSE.

3. To download the CSV file, select Home in the left pane, and then select Reports.

4. Locate the CSV file in the Exports table and then select the link in the Name column.

Downloading custom fields

To download all of the custom fields:

1. Select Home in the left pane, and then select Custom Fields.

2. From the Actions drop-down list on the right, select Download All Custom Fields.

   The records in the Custom Fields table are saved in a CSV file containing the following columns:

   Column	Description
   name	The field name
   description	The description entered when the field was added.
   data type	text date gender number age yes or no time of day anniversary identity

3. To download the CSV file, select Home in the left pane, and then select Reports.

4. Locate the CSV file in the Exports table and then select the link in the Name column.