Adding, using, and removing custom fields

Custom fields are a great way to gather more information or add a note for a contact in addition to an email address or name in Interseller. You can even use custom fields inside your sequence to personalize your emails.

Adding additional custom fields

To add a custom field, please follow the steps below:

1. Open the sequence you'd like to add custom fields to and click the Settings button.
2. Navigate to the Fields tab and select Add New Field
3. Enter a name for the custom field and click Save Changes.

You can add as many custom fields as you would like, but Interseller does have some default fields that you can see below:

• First Name
• Last Name
• Name
• Email
• Title
• Company
• Location
• Phone Number

Creating default values for custom fields

When creating custom fields, you can set a default value that will auto-populate as contacts are added into a sequence.

We recommend setting up the default values before adding contacts into the sequence since there's not a way to update the contacts that have already been added or that have synced over to your integration.

To create a default value, follow the steps below:

1. Open the sequence and click the Settings button.
2. Select the Fields tab and click Add New Field.
3. In the left column, type the title of the custom field and then enter the value you would like to auto-populate in the right column.
4. Click Save Changes.

Using custom fields in email steps

To add a custom field in your email step, follow the steps below:

1. Click the { } icon to open the drop-down menu.
2. Select the custom field you'd like to use in the email step from the drop-down menu.
3. When the field is added, you'll see the custom field appear with {{ }} surrounding the custom field name. Once you've added the necessary custom fields you'd like to use, click "Save".

You can also preview how the email step will appear for a contact by clicking the Preview tab and selecting the contact from the drop-down menu. This will populate the contact's information in the custom field. 

Using "Day of the Week" custom field variables

We also have 4 "Day of the Week" variables you can choose from in the {{ }} drop-down menu to add a specific day in your email step:

• Today {{dayofweek}} - This will populate the field with the day the message is sent to the contact
• Tomorrow {{tomorrow}} - This will populate the field with the next day after the message is sent to the contact
• Next Business Day {{nextbusinessday}} - This will populate the field with the next available weekday in your email schedule. Weekends will not be counted when using this custom field.
• Two Business Days {{ twobusinessdays }} - This will populate the field with the next two available weekdays in your email schedule. Weekends will not be counted when using this custom field.

Removing custom fields

To remove the custom field, follow the steps below:

1. Click the Settings button to open the sequence's Settings.
2. Navigate to the Fields tab and click on the trash bin icon for the custom fields you'd like to remove.
3. Once you're done removing the fields, click Save Changes.

Re-adding removed custom fields

You can re-add a custom field that was removed by entering the custom field name in the Fields tab. This will restore the contact's data for that custom field so you won't need to re-enter this information.

If the removed custom field appears in an email step within the sequence, this will not be removed automatically. You will need to edit the email step if you don't want to include the removed custom field. 

Mapping custom fields via CSV imports

When importing a CSV file and mapping a column, be sure the custom fields you want to map are created in the file before import.

After you have created those fields, they will be available for use in your sequence and will also appear for every other contact in that sequence.

This is generally how you will want to map your custom fields:

If you are importing a contact with a salutation in their first name, you will want to create a custom field and then map the first name column with the salutation to that custom field. This will allow the salutation to sync over correctly and not be stripped during CSV imports. 

Custom field mapping with Interseller integrations

When you connect an integration to Interseller, some integrations will have their own integration-specific custom fields. The most common fields are names, profile URL, LinkedIn URL, location, and email but this highly depends on the integration you are using.

If you want to view the default fields for your integration, go into your Integration Settings and click "Customize" to see what your integration requires.

You will see the required fields highlighted in yellow and marked with a (Required) message.

If you'd like to map additional custom fields from all your sequences to your integration, those fields need to be created across all sequences first. Once those fields have been created for all sequences, you can map it to the custom field mapping in your integration settings.

Please check out our integration support articles for additional help on setting up your specific integration.

Frequently Asked Questions

Can custom fields be added in the Preview tab when personalizing messages for contacts?

No, adding custom fields can only be done in the Steps tab because when you are previewing a message, the field will be filled in.

Is there a character limit for custom fields?

No, but we recommend keeping the fields short.

If I add additional custom fields for my integration, will this update the new information for each contact that has already been synced over?

No, once your contacts have already synced over to your integration, they won't update and nothing else can be done.