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Custom fields allow you to capture individualized research about a contact, account, or user and leverage them in Apollo sequence email templates for open-time personalization. Custom Contact fields allow you to capture information about individual people so you can easily re-use it in a template.
Refer to the section below for additional details about how to create custom fields for contacts.
Create a Custom Contact Field
Launch Apollo and then click Settings.
Click Custom Fields.
Click + New Field.
On the "Add Custom Contact Field" modal, type a descriptive name in the Name text-box.
Select the field Type from the drop-down.
The available field types include:
|Single-line text||Allows you to include a single line of text for the contact field. You must specify the maximum number of characters for the field.|
|Multi-line text||Allows you to include a string of text that spans multiple lines. You must specify the maximum number of characters for the field. Line breaks count against the total character count.|
|Number||Allows you to include a number with or without decimals. You cannot use non-numeric characters.|
|Date||Allows you to type a date in the format of
|Date/Time||Allows you to type a date in the format of
|Checkbox||Allows you to specify either
|Picklist||Allows you to include an existing picklist or create a new picklist with defined values. You can only select one value from the picklist. For additional information about creating picklists, please see Create Global Picklists.|
|Picklist (Multi-Select)||Allows you to include an existing picklist or create a new picklist with defined values. You can only select multiple values from the picklist. For additional information about creating picklists, please see Create Global Picklists.|
|Lookup-User||Allows you to specify a user from your account via a drop-down.|
Please note, once you have created a custom field you cannot change the type.
Once you have defined the field Type, if you have connected Salesforce to your account, you can select a Salesforce Contact Field and/or a Salesforce Lead Field. Both of these are optional fields.
Use the checkbox below the Salesforce options to mark this Contact Field as read-only. This means that Apollo will only pull data directly from the mapped Salesforce fields but will not push data to Salesforce.
If you have selected Picklist or Picklist (Multi-Select) for the field Type, add the options that you would like to appear in the contact's profile.
If you would like to re-use a newly created Picklist in other fields, click the Promote to Global Picklist Value Set link.
In the "Promote to Global Picklist Value Set" modal, give the picklist a Name and then click Continue.
When you finish configuring the custom Contact Field, click Save.
Your new custom Contact Field is now usable in a contact's profile.