zkipster Audience supplies you with a number of default fields that are readily available inside your account to be used for inputting contact data, such as 'First Name, 'Last Name', 'Address', 'Email' and so on.
In addition to these, all Audience tier levels allow you to create up to 100 custom fields. These can be used to store any additional information you might need on your contacts, such as 'Dietary Requirements', 'Date of Birth', and more.
In summary, this article explains how to create custom fields in different ways:
Before creating your first custom fields, make sure to check out this article to learn the different field formats available so you can choose the correct field format for the type of data you want to input.
Creating Custom Fields via the Custom Fields Dashboard
Once you learn which format of custom fields you need to create for the type of data you want to import to your Audience account, you can follow the steps below:
From the left hand side menu, click on 'Custom Fields' to open the dashboard.
From the dashboard, you can view and manage the fields you have already created.
This page also display how many custom fields out of the 100 you have already used.
To create a new custom field, click on the 'Create Custom Field' button from the top right:
From the pop up, use the 'Type' dropdown menu to select the format of the field:
Use the 'Name' field to type the name of the field - this is the field name that will be displayed on the Contact profile.
If you select the formats 'Single Choice' or 'Multiple Choice', use the 'Add Option' button to add more options. Use the minus icon to remove an option.
The 'Single Choice' format allows users to color code the options - select the checkbox 'Include colors in responses' and click on the color to pick a different one:
Click on the 'Create Custom Field' button to save your custom field.
Every custom field you create will be available on all contact profiles in your Audience account.
How to Create a Custom Field via a Contact Profile
Users can create custom fields directly from a contact profile too - and those custom fields will also be available to be used for every other contact in Audience.
To create custom fields from a contact profile:
Open the 'Contacts' list from the left hand side menu.
Click on top of the contact's name to open their profile.
Click on the 'Pencil' icon to edit that contact.
Under the 'Custom Fields' section, you can see your existing custom fields.
Click on the 'Create Custom Field' button to create a new field.
Creating Custom Fields via Spreadsheet File Upload
Users can aso create custom fields via the matching screen during the process of importing contacts via spreadsheet upload.
Learn more: How to add contacts via spreadsheet upload in Audience
On your spreadsheet, include columns for the custom fields - they could be fields that already exist in the account or not.
During the import, on the matching screen you can match the columns with their respective existing fields in Audience:
The custom columns and custom fields don't match automatically - Use the dropdown menus under 'Audience Field' to manually match each column with the correct field (e.g., match "Dietary Requirements" columns with the 'Dietary Requirements' field)
If your spreadsheet includes custom data to be included on custom fields not yet set up in your Audience, click Create New Field during the import process to create a new custom field on the spot.
Creating Custom Fields in Audience using Events Integration
zkipster enables you to integrate your Audience contacts with data from your zkipster Events account. This feature empowers users to automate syncing of data between the two platforms so that contact profiles are constantly enriched with data collected from Events while also streamlining guest list creation on Events.
When configuring the integration, users have the option to select if they want custom fields from Events to be automatically created in Audience when syncing data from a custom field in Events that does not yet exist in Audience.
To enable this functionality, simply turn the 'Create Custom Fields' toggle ON from the 'Step 2' section:
