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
Navigate to Main Menu > Settings > Fields.
Select Contact Info. This section contains editable parameters related to contact data.
Click the "+" button to add a new field.
Configure your fields and click Create.
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.
Field Settings & Permissions
After creating a field, find it in the list and click the settings icon to customize its behavior.
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.
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).
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
Navigate to Main Menu > Settings.
Click on Fields.
Find the field you want to update and click the gear icon next to it.
Use the toggle switches to set the field as visible or editable for guest users.
Your changes will apply immediately.
Learn More
Creating Groups
Uploading/Importing Contacts