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How to Create and Edit Custom Fields

September 1, 2020

How to Create and Manage Custom Fields in SnapDesk

Custom fields make it quick and easy to segment your contacts into actionable groups. These groupings of custom fields can then be texted directly, receive scheduled messages and more.

The following steps will walk you through how to create your first custom field and show you how to create a group based on that custom field.

  1. Let's first make a "Custom Field" for your contacts. Navigate to settings by clicking the blue circle with your initials in the top right-hand corner of the screen

    settings dropdown

  2. Click on "Custom Fields" from the settings list

    settings-general

  3. Click on the blue plus button on the bottom right-hand corner of the screen

    Custom Field menu

  4. Give your custom field a name, we are going to call ours "Customer or Staff". This field can be named anything you'd like.

    Custom Field Create

  5. Now Click on "Select type here" and choose "select" from the drop down. You can also select "text, date, and phone" but select is the best option for group creation

    Custom field create dropdown

  6. In Extension Options add the different select options separated by a comma like below. These will be the options for this custom field

    custom field extension options

  7. Wait for a notification to pop letting you know the Custom Field was installed properly (click the bell icon on top-right of screen)

    Custom Field notification

  8. Navigate to your contacts and update their custom fields accordingly (You can also bulk update contacts with a .csv file upload)

    Contact profile custom fields

  9. Once your contacts have the right custom field settings navigate to the Groups Module and click on the orange plus button in bottom right-hand corner

    groups-module

  10. Click on "Smart Group"

    Group type select

  11. Give your group a name and do the following

smart group query custom fields gif

Congrats! You just created a custom Smart Group based on your Custom Fields.