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 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. The following fields are reserved on Interseller so if you try to add them in a sequence's settings, it won't save:

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

Once you add the custom fields, 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, you can type @ and a drop-down menu of custom fields will appear so you can select which field to add into the email step. You can also click the "{ }" icon to select a field to add in.

Once you've selected the custom field for the email step, be sure to save it. You can then preview how it'll appear for a contact in the Preview tab. 

You can select the contact from the drop-down menu to see the contact's information populate in the custom field. 

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'd like to remove. Be sure to click "Save Changes" to save this change. 

Re-adding removed custom fields

You can re-add the removed custom field by entering the name of it in the "Fields" tab. It'll restore the contact's data for that custom field so you won't need to re-enter this information in again.

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

Mapping custom fields via CSV imports

Before importing a CSV and mapping a column, be sure to create a new field where it'll map. That CSV column will then map into that custom field.

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

If you're importing a contact with a salutation in their first name, you'll 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.

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