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.
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:
- Mention Me integrations
- LoyaltyLion integrations
- Your Ometria overlay
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:
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.
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.
Custom field security
Every time someone creates or archives a custom field in your account it is reflected in the audit logs.
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