Custom Fields
Create fields for the data you track, then use them in forms, the contact record, emails, and automations.
Custom fields overview: what they are and where they live
The big picture on custom fields — what they store, the field types available, how folders keep them organized, and where they show up across the platform.
Create and manage custom fields
Step-by-step: create a custom field from Settings > Custom Fields, name it correctly, organize it into a folder, and edit or delete fields safely.
Use custom fields in forms, surveys, and the contact record
Map a custom field to a form or survey question, control where it shows on the contact record, and keep field data consistent across every entry point.
Use custom fields in emails, SMS, and automations
Insert a custom field as a merge tag to personalize a message, branch a workflow on a field's value, and update a field automatically with a workflow action.