For AI agents: the complete documentation index is available at https://docs.clickmax.io/en/llms.txt, the full documentation bundle is available at https://docs.clickmax.io/en/llms-full.txt, and this page is available as Markdown at https://docs.clickmax.io/en/faq/contacts/custom-fields-explained.md.
  • English
  • What are custom fields and what are they for?

    Custom fields are attributes you create to record your own data about each contact — such as job title, city, profession or any information that matters to your business. Once filled in, they can be used to build segments, filter contacts and personalise the content of your messages.

    You define and manage these fields in the contacts area; see the fields reference for the available types and how each one behaves.

    If it didn't work

    • The field doesn't appear in the filter: check that it has already been created and that the contacts have a value filled in — see the fields reference.
    • Blank values after importing: review the column mapping in import contacts.
    • Other questions about contacts: see the frequently asked questions.