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Frequently Asked Questions

What field types are available?​

There are 10 field types: Text, Textarea, Number, Boolean, Select, Multiselect, Date, Email, Phone, and URL. See the Overview for a full description of each type.

Can I change a field's type after creating it?​

No. The Field Type is locked after creation and cannot be changed. If you need a different type, create a new field. This is because changing the type could break existing data stored for that field.

Can I change a field's name after creating it?​

No. The Field Name (the internal snake_case identifier) is locked after creation. You can, however, change the Field Label (the display name that users see) at any time.

What happens if I delete a field that has data?​

Deleting a custom field permanently removes all data associated with that field across every contact. This cannot be undone. If you want to keep the data but hide the field, deactivate it instead.

What does "Show in Filters" do?​

When enabled, the field becomes available as a filter option in Compose Message and Drip Campaigns. This lets you target specific groups of contacts based on that field's value — for example, sending a message only to contacts with "Gold" membership tier.

How do Required fields work?​

When a field is marked as Required, it must be filled in when creating or editing a contact. The contact form will show an error if you try to save without filling in a required custom field.

Can I change the order of custom fields?​

Yes! Use drag and drop on the Custom Fields page to reorder fields. The order you set is the order they appear on the contact form.

What are validation rules for?​

Validation rules help ensure data quality by setting constraints:

  • Number fields: minimum and maximum values
  • Text fields: minimum/maximum length and regex patterns

For example, you could set a "Customer ID" field to require exactly 8 characters.

How many custom fields can I create?​

There's no fixed limit, but it's best to keep the number manageable. Too many fields can make the contact form overwhelming for your team.

What's the difference between Active and Required?​

  • Active controls whether the field is visible on the contact form
  • Required controls whether the field must be filled in when visible

A field can be active but not required (optional), or both active and required (mandatory).