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.

In this guide we'll cover how to:

Add additional custom fields Use custom fields in email steps
Use "Day of the Week" fields Remove and re-add removed fields
Map fields via CSV imports Set up custom fields for integrations

Adding additional custom fields

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

  1. Open the sequence you want to add custom fields to and click the Settings button.
  2. Click the Fields tab and select Add Field.
  3. Type the field name and click Add Field.
  4. Once you have added all the fields you want to use, 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
Note: Since the fields above are defaults within Interseller, adding these into a sequence's settings will not be saved.

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 field you want to add into the email step.
  3. You will see the custom field appear with {{ }} surrounding the custom field name.
  4. Click Save.

Once you have selected the custom field for the email step, be sure to save it. You can then preview how it will appear for a contact by clicking the Preview tab. You can select the contact from the drop-down menu to see the contact's information populate in the custom field. 

Note: There is not a way to rename a custom field so you can add a new one.

Using "Day of the Week" custom field variables

We also have three "Day of the Week" variables that can be selected from the bracket drop-down list which are as follows:

  • Today {{dayofweek}} - the day the message will send to the contact
  • Tomorrow {{tomorrow}} - the next day the message will send to the contact
  • Next Weekday {{nextweekday}} - the next available weekday in your email schedule to send a message to the contact 

Removing custom fields

To remove the custom field, follow the steps below:

  1. Click the Settings button to open the sequence's Settings.
  2. Select the Fields tab.
  3. From there, click on the trash bin icon for the custom field you would like to remove.
  4. Click Save Changes.

Re-adding removed custom fields

You can re-add a custom field that was removed by entering the name of it 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 i mporting 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 yellowand 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.

Important Note: Mapping custom fields over to your integration is a highly advanced feature. We do not recommend setting this up unless you know exactly what steps to take or after to you've spoken to a member of our support team.

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.

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