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Adding and managing custom fields

Custom fields allow you to store personalized data—like birthdays, job titles, or social media handles—specific to each contact. In Sendigram, you can easily attach, create, or remove these fields directly from a contact’s profile.

Adding Fields to a Contact

To add data to a contact, you first need to link the relevant custom field to their profile:

  1. Navigate to the Contact details section of your chosen contact.
  2. Click the + Add field button.
  3. In the pop-up window, you can:
    • Search: Use the search bar to find a field by name (starts working after just 1 character).
    • Select: Check the box next to individual fields or use Select All to add everything at once.
  4. Once selected, the fields will appear in the contact's profile ready for data entry.

Creating a New Custom Field

If the field you need doesn't exist yet, you can create it without leaving the page:

  1. Click + Create field inside the selection window.
  2. Enter the field name and details in the setup window.
  3. Click Save. The new field will now be available for this and all other contacts.

Detaching a Field

If a specific field is no longer relevant to a contact, you can remove it:

  • Click the X icon next to the field name.
  • A notification will appear confirming: "Field(s) has been successfully detached."
  • Note: Detaching a field removes it from that specific contact's view but does not delete the field from your global system.
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