Settings: Custom Fields

Overview

Custom Fields let you collect, store, and organize contact-specific data beyond standard fields. They are fully customizable and can be used across forms, surveys, workflows, automations, and contact profiles inside PXME. Setting them up thoughtfully ensures clean, actionable data and smoother automations.

Step 1: Create Custom Fields

1. Navigate to Settings (bottom-left).

2. Select Custom Fields from the left-hand menu.

3. Click All Fields in the top-right corner.

4. Click + Add Field.

5. Choose the type of field you want to create:

Types of Custom Fields:

• Text Input (Single Line) – one-line text field

• Text Input (Multi-Line) – longer textbox

• Text Input (Textbox List) – multiple text entries

• Numerical – number field

• Phone – phone number field

• Monetary – currency field

• Checkbox – multiple options (select more than one)

• Single Option Dropdown – select one option

• Multiple Option Dropdown – select multiple options

• Radio Buttons – single choice option

• Date – date selector

• File Upload – upload PDFs, DOC/DOCX, JPG, PNG, or GIF

• Signature – capture digital signatures

6. Enter the Field Name (used in contact records and forms if “Show Label” is enabled).

7. Add a Placeholder (helper text shown in forms/surveys).

8. Assign the field to a Group/Folder for organization.

⚠️ Note: Once created, a field’s type cannot be changed. To switch types, delete and recreate the field.

Step 2: Use Custom Fields

Custom Fields are centralized—once created, they’re available across PXME:

• Forms & Surveys – drag and drop from the Custom Fields section into builders.

• Workflows – use fields for personalization, triggers, and automation logic.

• Contact Profiles – appear under the Additional Info section.

? Pro Tip: You can create fields directly in the Form/Survey Builder, but they can only be managed (edited or deleted) in Settings → Custom Fields.

Step 3: Edit & Delete Custom Fields

1. Go to Settings → Custom Fields.

2. Select the field you want to change.

3. Use Bulk Action → Edit or Delete.

Additional options:

• Folders – create folders to group related fields.

• Reorder Fields – drag and drop to adjust display order in contact profiles.

Pro Tips

• Plan Ahead – Define what data you truly need to avoid clutter.

• Use Clear Names – Descriptive names and placeholders help staff use fields correctly.

• Organize with Folders – Group fields by purpose (e.g., Demographics, Preferences, Intake Info).

• Review Regularly – Delete or merge unused fields for cleaner data.

• Maximize Usage – Remember, fields can be used in automations, templates, and campaigns once created.

FAQ

Q: Can I change the type of a custom field after creating it?
No. You’ll need to delete and recreate the field.

Q: How do I add custom fields to forms or surveys?
Drag them from the Custom Fields section into the builder.

Q: How do I keep fields organized?
Use folders and reorder them in contact profiles with drag-and-drop.

Q: What if I need to edit or delete a custom field?
Go to Settings → Custom Fields, select the field, and use bulk actions.

Q: Can I create custom fields directly in the Form/Survey Builder?
Yes, but they can only be fully managed (edited/deleted) in Settings → Custom Fields.