Custom Fields
Custom Fields allow you to save Subscriber Input, or capture other information if you will, as a unique value for each of your subscribers. For instance, Email addresses and Phone Numbers you can generate are stored in Custom Fields. These Custom Fields can be used throughout Clepher. It is communicating the value back to the subscriber, processing it by sending it to a Third-Party tool you've integrated, or one of the many other things you can do with it.
Custom Field Overview
This is the Custom Field Manager giving you an overview of all your Custom Fields. On account creation, Custom Fields of type Email and Phone are already created for you. In this section of the article, you find what you can expect on the Custom Field page. Respectively, Name, Actions, Drop-down, Search, Pagination, Bulk Actions and more.
1. Name
This is the name you give to your Custom Field. It’s recommended to use a Name that helps you to find your Custom Field back easily.
2. Type
This is the type that was selected when creating the Custom Field.
3. Actions
These are the actions you can perform on an individual Custom Field, currently: Delete.
4. Dropdown menu
You can change the number of Custom fields you want to appear per page by clicking the drop-down in the right-upper corner. You can choose to show either 10, 25, 50, or 100 records per page.
5. Search
In the right-upper corner, you can also use the search field. Search terms are applied to all data in the library.
6. Next/Previous Page
In the bottom right corner, you can view the next page or previous page by clicking “next” or “previous”. This allows you to navigate through all your records.
How to perform Bulk Actions?
You can perform Bulk Actions by clicking the checkboxes – of the records you want to perform Bulk Actions on – in the first column. From there you perform Bulk Actions like “Delete”, by clicking the Bulk Actions button in the right-upper corner.
Creating New
Creating a New Custom Field is easy to do.
Click "Create New" in the upper-right corner.
Then, choose any of the 6 types of Custom Fields:
Text - free input, a subscriber can type whatever they want (no verification process).
Numeric - the response must only contain digits.
Email - needs an email to verify the response.
Phone number - needs a phone number to verify the response.
Location - Used to store the subscriber's location inside Messenger.
URL - the response requires an URL.
Edit Description
Add description for your Custom Field. This allows you to keep better track of your Custom Fields and their function because as you use more and more Custom Fields, it could be quite tricky to keep track of them.
You can:
Add a Description on creating a new Custom Field
Edit this description after you created a Custom Field
The description will show here:
Once satisfied, simply click "Save", and you have created a new Custom Field.
How to use Custom Fields in Flows?
Custom Fields can be used to capture subscriber input. i.e. email addresses, phone numbers, or any other data you want to capture from your subscriber. Simply choose the Custom Field you want to save the reply to.
Save Reply to Custom Field: i.e. if you want to capture a Booking Confirmation, you can create a Custom Field called "Booking Confirm" to capture the information:
Custom Fields can also be used to inside your Flows as dynamic values in your messages. Just like the First Name Tag, any Custom Field tag will be replaced with the value tied to the subscriber.
Show Custom Field as dynamic value: i.e. you can also report back earlier provided information to the subscriber, in the case of a Booking Confirmation, use Custom Fields to summarize what they are about to confirm:
Where to view Custom Field Input?
The Subscriber Profile is automatically updated with the Custom Field (containing the value) when a subscriber has interacted with your chatbot.
i.e. if a subscriber Confirmed his Booking, it now shows up in their profile.
Using a Perform Action card with Custom Fields?
You can also automate Custom Fields through the use of a Perform Action Card:
Set Custom Field Value
Clear Custom Field Value
See the documentation on Setting/Clearing a Custom Field using a Perform Action card if you need more information.
Using Custom Fields with Segmentation?
Custom Fields have full Segmentation Support.
You can segment your audience based on a Custom Field value. Gives you better targeting options while sending broadcasts, and more to play with when using it in conjunction with Condition Cards.
A Common Misconception about Custom Fields
Custom Fields are different from Tags. In short, Custom Fields are there to capture Subscriber Input, and Tags are there to track Subscribers based on the behavior you deem trackable, i.e. reaching a certain part of a flow, or clicking a button. See our documentation on the difference of Custom Fields and Tags if you need more information.
Last updated