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.

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:

Select Create new field and complete the fields as required:

Field	Description
Field category	Select from: Contact Order See some examples of each type. Remember, Order fields can only be used to personalise emails with merge tags - you can't use them to segment contacts.
Field 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.
Field ID	The ID for your custom field. This must not contain spaces, e.g. loyalty_tier
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. You can create up to 100 fields per type, per category.

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.

Editing and archiving custom fields

You can only edit the title of a custom field, none of the other criteria.

Select Edit against any existing field:

Change the title, or click Archive.

Remember, archived custom fields still count towards your total allowance:

You can also Unarchive an archived custom field by selecting Edit > Unarchive.

Managing custom fields

The custom field dashboard provides an overview of the custom fields created in your account and your remaining allowance:

If you think you are going to reach your allowance limit, please raise a support request.

From the dashboard you can also:

Search by custom field title in using the search bar
Filter by field category (contact or order)
Filter by field types (Integer, Decimal, String, Date)
Filter by status (Active and Archived)
Sort by title
Sort by created by (i.e. the user who created the field)
Sort by date created
Sort by field category
Sort by field id
Sort by status

Testing your custom fields

Once you've created your custom field, you can test it by uploading some data in a CSV file using the heading properties.custom_field (e.g. properties.hair_colour).

Once uploaded, check the segment explorer by following the instructions below.

Viewing your custom fields

You can use the Customer filter in the Segment explorer to report on your contact custom fields.

Note: You can't use the customer filter to segment order custom fields.

Search under Customer attributes. In the example below, the custom field is Favourite metal:

You can also see whether or not a contact has any custom fields associated with them by checking the single customer view:

Note: Custom fields only display in the customer's profile if the fields are populated for that contact.

Custom field security

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

Custom fields as merge tags

To use your custom field as a merge tag, add profile.properties. before your field ID, e.g. profile.properties.your_field_id

Custom fields in csv. files

When uploading a CSV, add properties. before your field ID, e.g. properties.your_field_id for the header.

Custom fields sent via API

Check out our guide on how to pass a custom field into Ometria via API.

Custom field examples

Contact

Add your loyalty tiers as a custom field and segment your automation campaigns.
Competition related information e.g. entered monthly competition
Subscription source e.g. in-store, footer sign-up, pop-up etc.
RFM (Recency, Frequency, Monetary) tiers
Customised lifecycle store

Order

Gift orders - Yes, No
Type - subscription, normal/retail