You can then use these fields to segment your contacts, generate reports and send customised emails.
You can create up to 100 custom fields per custom field type.
This total includes archived custom fields.
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.
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 category||Select from:
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:
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.
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
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:
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 field examples
- 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
- Gift orders - Yes, No
- Type - subscription, normal/retail