Create a custom field – Ometria Help Centre

Custom fields in Ometria are properties unique to your account. These can be anything from a customer's loyalty points to their brand preferences.

Custom fields host bespoke information about your contacts, which is passed into Ometria via your eCommerce importer (e.g. Magento, Shopify), API, CSV upload or a third party connection.

You can then use these fields to segment your contacts (contact fields only), generate reports and send customised emails.

Note: You can only have custom fields set up for contacts and orders, not for products. Custom fields for orders cannot be used to segment contacts, only to personalise emails with merge tags.

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:

create field.gif

Field	Description
Field category	Select from: Contact Order Remember, Order fields can only be used to personalise emails with merge tags - you can't use them to segment contacts.
Field type	Select your field type: Integer - any whole number, e.g. 100 Decimal - Any number with a decimal place - can be used for percentages, e.g. 0.25 String - Any characters permitted, including accents and other character symbols. String fields have a 255 character limit. Date - Date format YYYY-MM-DD. This is for contact fields only. Earliest date available is 1900-01-01. List of strings - For sending arrays of strings to Ometria. See: List of strings fields Blob (binary large object) - For sending large text payloads to Ometria. You can't use these fields for segmentation or reporting. They are only for use in Ometria email templates. See: Blob fields List of product IDs - A list of product identifiers (IDs or SKUs) for a contact, e.g. a wishlist. Contact fields only. Cannot be used for segmentation. Part of a controlled rollout - contact your Customer Success Representative for availability. See: List of product IDs fields 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 you'd like to display this field in: Single customer view - see this field in a customer's contact details page. Segmentation - use this field to segment contacts in the customer filter. Campaigns - use this field to segment your campaigns, update contact data and send merge tags in text messages. In broadcast campaigns this applies to your segments, starting contacts and excluded segments. Reports - make this field available as a column heading in your saved reports. 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.

Creating segments with custom fields

Once created, your contact type custom fields appear in the customer filter, and you can create segments using that data.

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

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:

Exceptions

Permissions

Creating custom fields

Creating segments with custom fields

Custom field security

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