Custom Fields

The Custom Fields feature allows you to extend member profiles with additional information specific to your program needs. These fields make it possible to capture structured data beyond the default attributes, helping you personalize campaigns, segment members more precisely, or store business-specific identifiers.

Key Functionalities

• ➕ Add custom fields — create new attributes with a name, type, and optional description.

• 🛠️ Define field properties:

  • Type – choose between text and predefined values.

  • Required field – make the field mandatory when creating or editing a member.

  • Predefined values – restrict inputs to a fixed list of acceptable values (via collections).

  • Status – activate or deactivate fields.

• 👤 Visibility — once active, the field appears in all member profiles.

• 🔄 Manage existing fields — edit properties or deactivate a field if it’s no longer needed.

Creating a Custom Field

1

Navigate to Members → Custom Fields.

2

Click Add custom field.

3

Enter the field name and (optionally) a description.

4

Select the Type (Text or another type).

5

(Optional) Mark the field as Required.

6

If using predefined values, select a Collection.

7

Set the Status to Active.

8

Click Add custom field to confirm.

Managing Custom Fields

• Edit a field — adjust its configuration by selecting Edit custom field from the context menu.

• Deactivate a field — switch the status to inactive to hide it from member profiles.

• Filter & search — use the search bar or filters to find fields quickly.

Editing Members with Custom Fields

When creating or editing a member profile, required custom fields are displayed as mandatory inputs. For example:

• Fav stores (required dropdown with predefined values).

• Shoe size (optional free text field).

Administrators must complete all required fields before saving changes to the profile.

Displaying Custom Fields in Single Member View

Custom fields are also visible in the Single Member View under the Custom Fields section. Here you can see:

• The field name (e.g., Fav stores, Shoe size).

• The value selected or entered for that member (e.g., “California Store”, “36”).

This ensures that all extended attributes are accessible directly from the member’s profile, alongside general info, transactions, and wallet data.

Example Use Cases

• 📦 Supplier or partner code — track which supplier a member is linked to.

• 🏪 Favorite store — capture the member’s preferred location for redemptions or pickups.

• 🏷️ Customer category — e.g., B2B vs. B2C, VIP status, or special program flags.