Custom Fields

A Custom Field in Levitate is a personalized data field that you can create to store specific information about your contacts that goes beyond the standard contact fields. These custom fields can then be used as merge fields in your communications.

Note: To create a custom field, first consult your Success Specialist or the Levitate Support team. They will need to add the field itself (the category) so that you can then use that category as a column on a spreadsheet upload.

Once the custom fields have been added by Success or Support, you're able to import a spreadsheet to add 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— the row for each contact under that column will be the Custom Field you want to identify specifically with that contact.

You'll see Custom Fields appear on the contact's profile once uploaded.

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.

Here's what it looks like on a contact profile:

Here's what the Merge Field looks like in an email— and the dropdown for choosing the Merge Field to add to an email:

FAQs

Q: How many custom fields can I add?

A: You can add up to twenty-five custom fields.

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

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

Q: Can I search by Custom Fields in Levitate?

A: Right now, Levitate does not support searching contacts by custom field values. Custom Fields can be viewed on each contact record, but they are not searchable or filterable through any of the available search tools.

Q: Can I add a donation amount field to contacts without connecting a donor management platform?

A: Yes. You can store a donation amount on a contact by creating a custom field (your Success Specialist or Support team adds the field category) and then uploading a spreadsheet with that field as a column. Each contact row holds the value you want to record — for example, a dollar amount or a gift date. The value appears on the contact profile and can be used as a merge field in your communications.

If you need full donation tracking — amounts, dates, multiple gifts per contact, and rollup reporting — use Donation Boards instead. Donation Boards is Levitate's dedicated donation-tracking tool and provides reporting features that a custom field alone cannot replicate. A custom field is best for simple, single-value storage; Donation Boards is best when you want to manage and report on donation history.