Create a custom field (BETA) – Ometria Help Centre

Custom fields are properties unique to your account. These can be anything from a customer's loyalty points to an order's shipping method or a line item's discount type.

Custom fields store information about your contacts, orders, and order line items, passed into Ometria via your eCommerce importer (e.g. Magento, Shopify), API, CSV upload or a third party connection.

You can use these fields to segment contacts, generate reports, and send customised emails. Order and order line item custom fields with Segmentation visibility enabled can be used to filter contacts in the customer filter.

You can create up to 100 custom fields per custom field type.

If you'd like to increase the custom field limit, please get in touch with your Customer Success Representative.

This total includes archived custom fields.

Exceptions

If you require custom fields for any of the following, please raise a support request instead of following the process below:

If you are setting up custom fields for Shopify tags or your Magento importer, you can use the process below, and once the fields are created you should raise a support request so our team can help you complete the required mapping.

Permissions

Only users with the permission Can create and modify custom fields enabled in their settings can create custom fields:

Creating custom fields

In Ometria, go to Settings > Custom fields:

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Select Create new field and complete the fields as required:

Field	Description
Field category	Select from: Contact - fields stored against individual contacts (e.g. loyalty tier, hair colour preference). Order - fields stored against each order (e.g. loyalty points spent, order type, source). Order line items - fields stored against individual items within an order (e.g. discount type, markdown indicator). The category you choose determines which field types and visibility options are available.
Field type	Select your field type. Available types depend on the field category you selected. Available for all categories (Contact, Order, Order line items): String - any characters, including accents and symbols. String fields have a 255 character limit. Integer - any whole number (e.g. loyalty points: 100). Decimal - any number with a decimal place (e.g. VIP discount percentage: 0.25). List of strings - for sending multiple text values to Ometria. See: List of strings fields Available for Contact fields only: Date - date format YYYY-MM-DD. Earliest date available is 1900-01-01. Blob - for large text payloads. You can't use these for segmentation or reporting. See: Blob fields List of product IDs - a list of product identifiers (IDs or SKUs) for a contact, e.g. a wishlist. You can't use these for segmentation. Contact your Customer Success Representative for availability. Available for Order and Order line item fields only: Datetime - date and time in ISO 8601 format (e.g. 2024-01-15T10:30:00Z). Boolean - true or false (e.g. "Has placed an order", "Is employee"). Single choice (Enum) - one value from a predefined list (e.g. membership tier, order type). See the guidance below on setting up enum values. You can create up to 600 fields total.
Title	The name of your custom field, e.g. Loyalty tier This is the title you and your team will see in the platform, e.g. in the segment explorer, so make sure it's easily recognisable.
Description	A description of the custom field and how you intend to use it, e.g. "For collecting hair colour."
Examples	Include up to five example values for this field. Hit enter to add each separate example.
Id	The ID for your custom field. This must not contain spaces, e.g. `loyalty_tier` IDs can only contain: lower case letters numbers underscores (`_`) colons (`:`) dots (`.`)
Visibility	Choose the areas of the platform where you want this field to appear: Single customer view - see this field in a customer's contact details page. Segmentation - use this field to filter contacts in the customer filter. Campaigns - use this field to segment your campaigns, update contact data and send merge tags in text messages. Reports - make this field available as a column heading in your saved reports. Note: For Order and Order line items fields, only Segmentation and Campaigns are currently available. You cannot select Single customer view or Reports for these categories. Note: The Segmentation option doesn't apply to List of product IDs fields.

Once you have created a field, you won't be able to delete it, only archive it.

Select Create once you're happy with the setup.

Note: If your custom fields are for Shopify tags or your Magento importer, you should raise a support request so our team can help you complete the required mapping.

Single choice (Enum) fields

Single choice fields let you define a list of accepted values for a field. When you use this field in the customer filter, values appear as a dropdown instead of a free-text input.

Warning: Values must match your data exactly, including capitalisation. Once saved, values cannot be removed.

When you select the Single choice (Enum) type, a Set predefined list values field appears in the form. Enter each value and press Enter to add it. You can add up to 100 values.

When you save a field with new values, a confirmation dialogue appears showing the values that will be saved. Review these carefully before confirming.

Creating segments with custom fields

Once created, custom fields with Segmentation visibility enabled appear in the customer filter, and you can build segments using that data.

Contact custom fields appear under Customer Attributes in the customer filter.

Order and Order line items custom fields appear inside the order node ("Has an order with the following details"), under Order custom fields and Order line item custom fields sections.

Note: You must create the custom field first. You can only segment on data that was sent after you created your custom field.

For more detail on using order and order line item custom fields in the customer filter, including operators by field type and aggregation options, see: Filtering by order and order line item custom fields.

Custom fields are identified with an information icon in the customer filter.

If you've included an example when setting up your custom field, you can see that when you hover on the field:

Custom field security

Every time someone creates or archives a custom field in your account it is reflected in the audit logs.

See also: