When setting up a new group, you should consider exactly what unique information about your contacts you’d like to include in your import, such as city, employer, donation amount, elected reps or polling place address. Custom fields are one way you can import existing information about people you contact on Hustle. The following steps will show you how to create new custom fields!
Creating New Custom Fields
Setting Custom Fields Visibility
Adding a Custom Field Upon CSV Upload
1) In the right side menu, click Settings, then select Custom Fields.
2) In the Custom Fields section of this panel, type a new custom field in the empty text field, and click the Save button.
NOTE: Custom fields cannot contain spaced, special characters, and may not begin with numbers.
You're all set to target and track!
NOTE: Only organization administrators are able to create new custom fields-- if you want to delete a custom field, please contact support with a link to the admin panel.
Setting Custom Fields Visibility
You can set whether a custom field is visible within the Custom fields area by checking the box to 'Display on Contact profile'. This makes the field visible to all agents for all leads within their group.
Adding a Custom Field During CSV Upload
Did you forget to add a Custom Field before you uploaded your Contacts? Don't worry! You can create a new Custom Field during your CSV Contact import. Simply click the top of the header of the new value and select "Add New Custom Field". Enter the name of the new Custom Field and you're all set!
