Custom Data Fields

ConveYour’s custom fields system allows you to organize and manage contact data in a way that fits your workflow. With custom fields, you can categorize, filter, and target contacts based on specific attributes.

What You Can Do with Custom Fields

With ConveYour’s custom fields system, you can:

  • Create custom contact fields with different data types, such as text, number, true/false, and date.

  • Control visibility—choose where the field appears (contact sheet, profile, or both).

  • Set user permissions—determine who can edit or view a field.

  • Use dropdown lists to create predefined values for easy data entry.

Creating a Custom Field

  1. Navigate to Main Menu > Settings > Fields.The Fields menu in ConveYour.

  2. Select Contact Info. This section contains editable parameters related to contact data.

  3. Click the "+" button to add a new field.

  4. Configure your fields and click Create.The Fields menu in ConveYour, with the

Example Use Case:

  • A public speaker wants to categorize contacts by event location. They add a custom field called Event City so audience members can enter their city during sign-up. Later, they can send targeted follow-ups based on location.

Custom Field Setup & Configuration

When creating a custom field, you’ll configure the following:

Label

  • The display name of the field (e.g., "Event City").

  • This cannot be changed after creation.

Name

  • The "real" name of the field. This is how you will reference the field in automations.

  • Auto-generates based on the label.

  • This also cannot be changed after creation.

Field Type

  • Choose the data format: Text, Number, Date, True/False, Dropdown List, etc.

  • Example: A public speaker wanting to track event locations would choose Text.Adding a custom field in ConveYour

Field Settings & Permissions

After creating a field, find it in the list and click the settings icon to customize its behavior.Editing the name of a Custom Field.

Visibility Options

  • Show in Sheet – Displays the field in contact lists.

  • Show in Profile – Displays the field in individual contact profiles.

Editing Permissions

  • Admins Only – Only admin users can edit the field.

  • Admins & Guests – Both admin & guest users can edit it.

  • No Editing – The field is locked from any changes.

    • Example: A Company ID field that should never be modified.

View Permissions

  • Visible to Admins Only (default setting).

  • Visible to Guests (enable if guest users should see the field).

Using Dropdown Values

  • Any Text or Number field can be converted into a dropdown list.

  • Example: If you're tracking Priority Levels, you could create a Priority field with dropdown values:

    • Low

    • Medium

    • High

Leaving the dropdown field blank allows free text entry instead of restricting it to set options.Editing a Custom Field in ConveYour.

Managing Custom Fields

  • Custom fields can be filtered, sorted, and grouped for targeted messaging.

  • Guest User Access can be granted for specific fields.

  • Custom fields are distinguished from system fields by a trash can icon (system fields cannot be deleted).Full list of editable contact info in ConveYour.

Managing Contact Field Visibility & Permissions

You can control which of your contact fields are visible and editable for guest users in ConveYour.

Updating Field Permissions

  1. Navigate to Main Menu > Settings.

  2. Click on Fields.

  3. Find the field you want to update and click the gear icon next to it.

  4. Use the toggle switches to set the field as visible or editable for guest users.Editing custom field permissions and access in ConveYour

Your changes will apply immediately.


Learn More

Creating Groups
Uploading/Importing Contacts