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 also use custom fields inside your sequence to personalize your emails.

Adding additional custom fields

You can add a custom field within the settings of a sequence in the Fields tab.

You can add as many custom fields as you'd like but Interseller does have some default fields. If you try to add the following fields into a sequence's settings, they will not be saved:

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

Once you add the custom fields, please be sure to click Save Changes to save the custom fields you've created. 

Using custom fields in email steps

To add a custom field in your email step, type @ in the text field and a drop-down menu with custom fields will appear. From there, select which field to add into the email step. You can also click the { } icon to select a field to add in.

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. 

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, open up the sequence's Settings and select the Fields tab. From there, click on the trash bin icon for the custom field you would like to remove. Please be sure to click Save Changes to save this change. 

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 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. 

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

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