How to create custom fields ?
Abhishek Gupta
Last Update 2 years ago
Vibtree supports custom fields other than standard data fields (a default set of data about your conversations/contacts like Name, Email, Phone Number, etc.). A custom fields tracks facts about your contacts/conversations. The custom attribute can be anything, E.g.:
- Subscription plan
- Subscribed date
- Signup date
- Most ordered item
- Ordered product link
- Last transaction date
The only difference between custom and standard field is standard data field automatically get updated.
Custom data field are the information you attached to conversation/customers, like how many times they've ordered a product, when they signup, or what plan they're on. So you can set whatever field you want to understand your customer/conversation better, and it will all show in Vibtree.
Add a new custom field
To add a new custom field, navigate to the Custom Fields by clicking on Settings -> Custom Fields from the sidebar.
Click on "Add Field" button available on the top right corner of the page, which will open a modal as shown below.
Once you enter the details, click on the Submit button. If the request is successful, a message "Custom Field added successfully" will be displayed.