Creating a Custom Field

Custom fields allow you to capture unique data about your contacts and companies in Mautic. You can use custom fields to personalize messaging, segment contacts, and gain valuable insights.

Info

It’s a good practice to create your custom fields before importing contacts so the data syncs properly.

Steps

1. Click the gear icon in the top-right corner of Mautic to open the administration panel.
2. Select Custom Fields from the sidebar menu.
3. Click the "New" button to create a new custom field.
4. Choose the object to apply the field to - Contacts or Companies.
5. Select the field type, such as text, boolean, date, etc.
6. Enter the field label, alias and default value (optional, if you need).
7. Choose which group/tab the field should appear under.
8. Set the field order to determine where it shows relative to other fields.
9. Toggle the additional options as needed.
10. Click Save and Close to create the field.

Success

You can also reorder them later, on the Custom Fields list.

How to know if I’ve done correctly?

• The new custom field is created and visible under Custom Fields
• The field is available to use on forms, segments, and in personalization tokens
• Contacts and Companies will display the field in the group/tab you specified

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