ActiveDEMAND starts with a basic set of Organisational and Contact fields. To keep things simple, it has a small set of attributes for both Organisations and Contacts. You may want to add your own set of Custom Fields to an Organisation or Contact.
Each custom field you create will create:
- A custom field that shows up on every Contact (if the field is a Contact custom field) or Organisation (if the field is an Organisation custom field)
- A webform element for inputting the custom data
- A dynamic field for displaying an organisation or contact's data in an email or Landing Page
- A query element for use in the query engine
Most custom fields can be referenced directly by their custom fields name as ActiveDEMAND will automatically create dynamic fields for all custom fields.
If you have a custom field called 'Deal Stage' and you are looking for the value:
To build a custom field, browse to your Account settings
Then look for the Custom Field Types editor under the Account Setup tab
Click the Add Custom Field Type button, and you are on your way!
In the form Editor, you will find your custom fields:
And on your form:
Querying Custom Fields
Using the query engine to find custom fields, you will need to reference the field name and the field value.