Introduction:

LeadsHook allows you to create an unlimited number of custom fields. These can be displayed by adding curly brackets around your custom field name, like {my-custom-field}. LeadsHook provides three types of custom fields: System, Form, and Answer custom fields. This guide will walk you through the process of adding custom fields.

LeadsHook has 3 types of custom fields…

  1. System Custom Fields:  These are custom fields provided by LeadsHook and available for use.  A user can NOT amend, edit or add system custom fields.  An example of a system custom field is email.
  2. Form Custom Fields:  These are custom fields you can add to a form.  (Please note: you can add as many forms as you want in a decision tree.)
  3. Answer Custom Fields:  Answer custom fields are for answers to questions you ask in your decision tree.

Step-by-Step Instructions:

1: Add a custom field by going to Admin > Custom fields as shown below…

2: You’ll see this…

3: Click on Form or Answer Custom Fields as shown below, then click “Add”

4. Enter your custom field name, such as “weight” and the type, such as “number”:

Conclusion:

By following this guide, you can create and add custom fields to your decision tree in LeadsHook. Custom fields allow for more personalized engagements with your leads.

FAQs:

  • What’s the difference between Form and Answer Custom Fields?
    • They both work the same way, we only create custom field categories for you to easily sort out the fields instead of having them in one Custom Field caetegory.

Comments are closed.