Custom Fields

Now, custom fields that can be used as Merge Fields in Levitate sends can be added through each account's admin settings. The values (i.e. each individual's custom field) can be added manually through the contact profile or via spreadsheet import.

Here's the step-by-step:

Go to the account's admin settings, and you'll see 'Custom Fields' under Administrative. From there, you'll choose '+Add Custom Field.'

From there, you will create the custom field(s).

Once those custom fields have been saved, you're able to either craft a spreadsheet to import with the data or add the data manually through each contact's profile on Levitate.

For spreadsheets, the column header will simply be the custom field name.

For the contact profile, you'll see the field available to be edited on each contact's profile.

Once the custom field, and the value for the custom field, have been added, they can be used as a merge field when sending to these clients.

For some more clarity, here, the Custom Field = Favorite NC State Basketball player and the Value will be the actual basketball player.

How many custom fields can I add?

You can add up to twenty-five custom fields.

When I do a contact export, will custom fields pull to the spreadsheet?

Yes! Custom Fields associated with each contact will show on the spreadsheet that is created when contacts are exported from Levitate.