Creating Custom Fields

Modified on: 2014-11-14 14:37:40 -0600


SharpSpring enables you to create Custom Fields and add them to forms. Custom Fields can be used to trigger automation workflows, segment contacts to a list, inform sales people and more. 

The following video will show you how to create a Custom Field in SharpSpring. However, if you prefer, a written step-by-step guide is available below the video for your convenience. ​
 


Step-by-Step Guide on How to Create a Custom Field

Step 1: Click on the gray "System Admin" button. 

Step 2: Select "Settings" in the drop down menu.


Step 3: Select “Custom Fields” in the left side panel, located under the “Features” section of the panel.

Step 4: Click on the blue “+Lead Field” button located on the right side of the screen near the top of the page.


Step 4: Name the Custom Field.

Step 5: Check the two boxes that say "Field is available when creating forms" and "Field is editable in contact manager"

Step 6: Select the Field Type (i.e., Radio Group, Checkbox, Drop down Select Group, etc.)

Step 7: When you have finished, click on the blue “Create Field” button in the lower right corner. You've created a Custom Field!


(Bonus: When a lead fills out a Custom Field on a form, that information will appear in form fill-out notification emails. More information on how to set up form fill-out notifications can be found here.) 


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