Custom contact fields let you store extra information about your contacts that is not included by default. You can use these fields to keep your data organized and to personalize your emails using custom variables.
Reply currently supports two types of custom fields:
Text fields for words or short phrases
Number fields for numeric values only
You can create up to 50 custom fields per account. These fields are shared with all team members.
💡Important: Number fields accept only numbers. Text values are not supported.
If you need more than 50 custom fields, please contact our support team via chat or at [email protected].
How to add a custom field?
To create a new custom field:
Go to Settings → Contacts.
Scroll to the Custom fields section.
Expand the section and click Add custom field.
Give your field a name in the Field label box.
Choose the field type: Text or Number.
Save!
You can also check the Use this field as a phone field box. When this option is enabled, the field can be used for calling, and the value saved in this custom field will be treated as a phone number.
💡Note:
Number fields support numbers only. Letters, symbols, and mixed formats are not supported.
Custom fields do not support the following symbols in their names: ^ . ! @ # $ % & * ( )
Custom field names cannot contain only numbers. They must include text, or a combination of text and numbers.
How to edit a custom field?
To edit a custom field:
Go to Settings → Contacts.
Scroll to the Custom fields section.
Expand the section to see your list of fields.
Hover over the field you want to update and click the ⚙️ icon (Edit custom field).
Rename your field label.
Save!
💡You cannot change an existing custom field from the Text to Number field type if at least one contact already has a value in that field.
How to delete a custom field?
If you no longer need a custom field:
Go to Settings → Contacts.
Scroll to the Custom fields section.
Expand the section to see your list of fields.
Hover over the bin icon next to the field you'd like to remove and click Delete custom field.
Then, type in DELETE to confirm the action.
You can only delete custom fields one by one, not in bulk.