Custom Fields

Custom Fields are used to acquire information from your customer, which isn’t on a standard order form.

• Adding Custom Fields

  • Duplicating Custom Fields

• Using Custom Fields in Order Entry

• Using Custom Fields with Konnektive

• Using Custom Fields with Direct API

  • (EXAMPLES) *Case sensitive

• Editing Customer Records

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Adding Custom Fields

Navigate to CRM -> Campaigns and edit the campaign that you want a coupon on. Click on the Custom Fields section. Click on the Green + Button to create a new custom field.

You can choose from four different data types:

• Text - Allow the customer to type in a value. Set Max Length of characters the customer can enter.

• Checkbox - Allow the customer to check a box to indicate an affirmative choice.

• Drop-Down - Provide the customer a list of options to choose from. Separate options with semi-colons.

• Multi-line Text - Allow the customer to type in a value, while also allowing for line breaks. Set Max Length of characters the customer can enter.

Fill out the window the click Create Field to create the custom field.

Duplicating Custom Fields

Once you have custom fields setup for one campaign. You may want to use them again in another campaign. Click on the Duplicate button while you are in the campaign you want to duplicate to, then select the campaign you want to duplicate from.

Using Custom Fields in Order Entry

Now that you have configured custom fields for your campaign. Your agents will be able to enter those fields on the Order Entry page. Custom fields will be visible below the product selection area.

Using Custom Fields with Konnektive

Please view this article for instructions on how to use Custom Fields with Konnektive.

Using Custom Fields with Direct API

Custom Fields can be viewed and edited in the API as well. Please see API documentation on the following pages for more information:

• Import Lead

• Import Order

• Query Customer

• Update Customer

Please follow the steps below to properly pass in the custom field(s):

1. Take the custom field name from custom field section of the campaign and replace all spaces with underscores

2. Prefix the field name with the string "custom_"

3. Add the resulting string to the parameter list

Examples (Case Sensitive)

"Pets Name" -> custom_Pets_Name "Drivers License Number" -> custom_Drivers_License_Number "hobbies" -> custom_hobbies

Editing Customer Records

You can edit custom fields tied to a specific customer on the main customer details page. To view the custom fields select the Custom Fields tab.

You can edit these fields by clicking the Update Button at the bottom of the tab area.