🗂️ Custom Fields: Create Your Own Data

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Custom fields let you store anything you want on a subscriber: an affiliate ID, a company name, a t-shirt size, a webinar date. Create a field once and it works across the whole plugin.

Three places to create one:

  1. During a CSV import: every column dropdown has an Add A Custom Field option
  2. On a signup form: the Fields table has an Add A Custom Field button
  3. Automatically via the public signup API: any extra field posted with a signup is stored

Field names are normalized to lowercase letters, numbers and underscores (My Phone becomes my_phone), and every field you create is remembered and offered everywhere from then on.

Four places to use them:

  1. In emails: {{my_field}} or {{custom.my_field}}, including inside links
  2. In the audience builder: the Custom Field filter matches equals, contains or exists
  3. In the AI Segment Builder: the AI knows your field names and uses them when you describe an audience
  4. On signup forms: collect the value straight from the visitor

Subscribers can carry any number of custom fields, and values are visible on each subscriber's profile.

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Every plugin documented here works alongside the others, managed from one ResultsAIx Hub.