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Martin Cogburn
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    User Custom Fields

    Prerequisites

    What are User Custom Fields?

    It’s often useful to be able to merge Contact Owner/User information into an email, task, or postcard. For example, if you’re sending emails ‘on behalf of’ your employees, you may want to create a signature in the email that includes the Contact Owner’s Name, Phone Number, and Job Title. ‘Contact Owner’s Name’ and ‘Phone Number’ are available as User Fields in ONTRAPORT by default, whereas ‘Job Title’ would need to be created by you. You can add it by making a User Custom Field in this section.

    How to Add User Custom Fields

    1. Go to Administration 

       


    2. User Management tab > User Field Editor

       

       
    3. Optional: Click + Add New Section at the bottom of the page to add a new Field Section for your Custom Fields


       

       

    4. Click + Add Field to add new Custom Fields into any existing Field Section

      1. Name your new Custom Field

      2. Select a Field Type

      3. Save your new Custom Field



        This is also useful if you'd like to include a user profile image as a signature in emails. Just select the new custom field type as image. 

    5. Save the page

    6. Edit your Custom Field values (follow the directions below)

    How to Edit the Field Value of a User Custom Field

    1. Go to Manage Users

       
    2. Here you’ll be able to edit the User Fields of any existing Users in your account. Simply select a User and enter/edit Field values therein.

    How to Implement a User Custom Field

    After you’ve created and entered values into your User Fields you can merge that information into your messages following these steps:

    1. Create an Email, Task, or Postcard

    2. Use the Merge Fields dropdown in the editor and select your User Field

       

       

     

    Now when you send this, the field(s) will automatically populate with the data you entered into your User Fields.

     

     

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