Custom fields are one of a couple a helpful ways to target who you contact on Hustle. For information on how to create a custom field, please visit this article.
In many cases, you will want to have multiple goals in the same group, but often you may want to only target a segment of people for a specific goal. For example: you want to target a thank you message only to people who attended a certain event.
Using a 'targeting' custom field allows you to upload fresh CSV info into your group (works with new and/or existing contacts into a group), and assign a specific consistent term in the Custom Field column (ex. 18JULY2017 or Elmo_Event) only to the contacts you want to target for this goal.
Simply you can upload a CSV with you want to target with a unique Custom Field filled in for targeting. Then in Goal Creation, select to target your goal to contacts who exactly match the custom field word or term you used. Viola!
Using "targeting" Custom Field
For this example. we're going to use the following custom field:
Within a group, you may want to target more than one custom field or will need to constantly update that same field.
1) Make sure your CSV file has a targeting column added with the target custom field, as shown in the example below:
2) Upon uploading the CSV, you'll see custom field populate as a value under the targeting column.
3) After the import is complete, you will see the targeting custom field value under the Custom Fields column in the Contacts tab.
4) In Goal Creation, use the goal targeting function to select the custom fields available as a dropdown. Select "Targeting" from the dropdown menu, then enter the exact custom field content that matches your CSV file. You'll see a count displaying how many leads in the group match your targeting inputs, this is a good spot check.
Multiple Reuploads Override the Custom Field (by phone number)
1) If you have a new field in custom_field targeting in your updated CSV, like the example shown below, the new field will override any previous data for the same field. For example, if these contacts previously had "Elmo_Event" associated with their "Targeting" custom field but then upload a new file with "Hustle_Event" associated with "Targeting" custom field....
2) Upon upload, it will update as the "targeting" custom field and override the older one:
Presto! You're now able to target based on the overridden custom field!
Best Practices Tip 💡: It's always good idea to maintain a low level of custom fields for your org-- so if you're going to create one, think on whether it will be a field that will be updated constantly (e.g. "targeting") or a custom field that will stay mostly static (e.g. "County").