If the standard data fields that Incomaker stores for contacts (such as name, date of birth, city, etc.) are not sufficient for you, you can define custom fields and work with them in the same way as basic fields. For example, you can define that you want to record customers’ shoe size, their latest answer to a survey question, or anything else. You can import data into these fields, upload it externally, input it through forms that Incomaker offers, or by any other method.
Incomaker allows you to work with any type of data: numbers, texts, and even structured data such as arrays or value trees.
In this guide, we will focus on simple data fields.
First, you need to create such a data field. You can do this in Basic Settings:
Click on the Custom Contact Field Settings Tab:
Here, you can create any simple variables. Enter the field name and machine name. These two names can be identical; however, the machine name must not contain spaces, and it is recommended to avoid using diacritics.
Once you save the field by clicking Add, you can then work with it like any other variable.
Working with Custom Contact Fields
The custom field is visible among other fields in a contact’s details. For example, you can open the Contacts tab, view the contact list, select a contact, and open it by clicking the button on the right.
The contact will open, and you will see the custom fields that you can edit at the bottom in the Custom Contact Field section.
You can use such a field in a form, landing page, or pop-up, and you can also utilize this data field in mailings, SMS, or any other channels, such as input for reporting or many other ways.