All About Custom Fields & Custom Values

All About Custom Fields & Custom Values

DOJODIGI Team

Contents:
Benefits
Custom Fields
Custom Fields Usage
Custom Values

DOJODIGI's Custom Fields and Custom Values are powerful tools designed to enhance your ability to tailor communications, optimise automation & workflows and streamline data management. Here’s how they work and the benefits they bring to your business.

Custom Fields: Capture What Matters Most

Custom Fields allow you to gather and store specific data points about your contacts that go beyond the default fields in DOJODIGI. Custom fields allow businesses to gather specific information to qualify leads, such as whether they are a seller or a buyer in the real estate industry(example). Whether it’s a customer’s favorite product, their birthday, or any other relevant detail, Custom Fields ensure you have all the information you need to build stronger relationships.

Benefits:

• Personalized Interactions: By capturing unique details about your contacts, you can tailor your communications to meet their specific needs and preferences, making each interaction more meaningful.

• Efficient Data Management: Organize and categorize your contact data effectively, ensuring you have quick access to important information whenever you need it.

• Enhanced Automation: Use Custom Fields in your automated workflows to trigger personalized messages and actions based on specific criteria, increasing the relevance and impact of your marketing efforts.

Custom Fields Usage:
After setting them up, custom fields can be filled manually during a call with a lead or through forms and surveys, providing flexibility in gathering information.

• Custom fields for contacts(CRM):
  Fields for contacts will be attached to the contact and can be utilised in areas like conversations, smart contact management, emails, automations & workflows, etc.

  • Custom Fields allow you to collect and organize specific information about your contacts that goes beyond the default fields provided by DOJODIGI. This customized approach ensures that you have all the details needed to personalize your interactions and provide exceptional customer service.

  • Enhanced Personalization: Capture unique contact details such as preferences, birthdays, and purchase history. Custom Fields enable you to tailor your communications to meet each contact’s specific needs and interests.

  • Improved Data Organization: Organize and categorize your contact information efficiently. Custom Fields make it easier to segment your contacts and create targeted marketing campaigns.

  • Streamlined Access: Keep all relevant contact information in one place, allowing your team to quickly access the data they need to provide personalized service and support.

  • Automation Opportunities: Use Custom Fields to trigger automated workflows based on contact-specific data. For example, you can set up automated birthday messages or special offers based on purchase history.

• How to display important data in your contacts tab with custom fields:

• In the contacts tab, click on columns. A drop down menu will appear. Scroll down to find your custom fields. Check off the information you want shown on your contacts dashboard. This customisation feature allows your business to run efficiently by displaying information most crtitcal to you!

  

  • Contact information will also display the custom field data and can be edited in the contacts tab

• Custom fields for sales & pipeline management(opportunities tab):
  Fields for opportunities will be visible in the pipeline stages and will mainly be utilised there and in automation & workflows.

  • Organize and categorize your sales data effectively, making it easier for your team to access the information they need when they need it. Gather and organize essential sales-related data that goes beyond the default fields in DOJODIGI. This streamlined approach reduces the time spent searching for data and increases overall productivity.

    • Custom fields can help sales teams qualify leads better and know more about the lead so they can get on top of it.

    • Prioritize High-Value Leads: Sort and filter your contacts by deal value to focus your efforts on the most promising opportunities.

    • This tailored approach to data management ensures that you have all the necessary information to make informed decisions and close deals faster.

  • Improved Automation: Use Custom Fields to trigger automated workflows based on specific sales criteria. For example, you can set up alerts for high-value deals or automate follow-up actions when a lead reaches a certain stage in the sales process.

• Filter out pipelines to your custom fields:

• click the filter icon

  

• Scroll down to view custom fields. select which custom field to filter contacts by

  

• Eg) I created a custom field to allow me to segment my opportunities by deal priority. I can select it and filter out only deals where priority is labelled as high to show on the pipeline dashboard

  

• Custom fields for forms and surveys

  • Custom fields in forms and surveys can significantly enhance data collection, personalization, and overall user experience. Here’s how they can make a difference:

    • Personalization: Custom fields allow you to tailor forms and surveys to gather specific information relevant to your business. This makes your forms more engaging and relevant to your audience.

    • Data Accuracy: By using the appropriate custom fields, you ensure that the data collected is accurate and structured. For example, using a date picker for dates or a drop-down menu for predefined options reduces errors and standardizes responses.

    • Improved Segmentation: With detailed and specific data collected through custom fields, you can better segment your audience. This leads to more targeted marketing efforts and personalized follow-ups.

    • Enhanced User Experience: Custom fields help streamline the form-filling process. Users are presented with fields that are relevant to them, reducing the effort required to complete the form and increasing the likelihood of submission.

    • Automation Triggers: Custom fields can be used to trigger specific automation workflows. For example, selecting a certain service in a form can automatically trigger a follow-up email campaign related to that service.

    • Comprehensive Insights: Collecting detailed information through custom fields provides deeper insights into customer preferences and behaviors. This data can be analyzed to improve products, services, and marketing strategies.

    How to Use Custom Fields in Forms and Surveys

    • Identify Key Data Points: Determine what specific information you need from your audience. This could include contact information, preferences, feedback, etc.

    • Create your custom field

    • Design Your Form or Survey: Incorporate the chosen custom fields into your form or survey design. Make sure the form is user-friendly and the fields are logically arranged. (head to the sites tab -> forms -> builder -> create form)

      

      Utilise our drag and drop form builder to easily ass in your custom fields. Read more about our Forms & Survey Builder here.

    • Test the Form: Before publishing, test the form to ensure all custom fields are functioning correctly and the data is being captured as intended.

    • Analyze the Data: Once responses are collected, analyze the data to gain insights and take action based on the feedback or information provided.

• Custom Fields for Automation & Workflows
  Custom fields can be selected and applied in filters for triggers and actions mostly in triggers and actions relating to contacts, opportunities(sales & pipeline) and forms.

  Example usage:

  I created a custom field for a form for customers to indicate their interest in specific services. If a customer selects our premium or most expensive product, I want to ensure this deal is prioritized.

  Using workflow automation, I can trigger an action based on the customer's selection in the custom field. This action moves the customer's contact into a high-priority stage in my pipeline, utilizing another custom field for opportunities. Additionally, an internal notification is sent to my sales team to alert them of the high-priority lead.

  This ensures:

  • Prompt Follow-Up: High-priority leads are flagged for immediate attention.

  • Streamlined Sales Processes: Automation reduces manual work and accelerates sales.

  • Improved Lead Management: Custom fields allow precise tracking of valuable clients.

  • Enhanced Team Collaboration: Instant notifications keep sales teams informed for better coordination and faster responses.

  • Automation is key to maximizing efficiency and ensuring consistent customer engagement. DOJODIGI's Custom Fields offer a powerful way to enhance your automation workflows by capturing and utilizing specific data points.

  • Powering Personalized Automation: Custom Fields allow you to collect and store detailed information about your contacts, which can then be used to trigger personalized automated actions within HighLevel CRM. This capability ensures that your automation workflows are both dynamic and highly relevant to each contact's unique needs.

  • Improved Workflow Efficiency: Use Custom Fields to streamline and optimize your automation workflows, reducing manual intervention and saving time.

  • Targeted Campaigns: Segment your audience using Custom Fields to create targeted automation campaigns that resonate with specific groups.

  • Trigger Specific Campaigns: Automatically enroll contacts in targeted email campaigns based on their product interest, delivering relevant content that drives engagement.

  • Automate Follow-Ups: Set up automated reminders and follow-up actions based on the product interest to ensure timely and consistent communication.

  • Consistent Follow-Ups: Ensure consistent and timely follow-ups by setting up automated actions triggered by the data stored in Custom Fields.

DOJODIGI's workflows & automations is a powerful tool used to streamline operations and increase your business efficiency. Read more about it here.

How to Set Up Custom Fields:

• Head to settings

• Scroll down to "custom fields"

• Access your existing custom fields here(some are pre-set by DOJODIGI), edit them and add new ones

  

  • Folders help organise and catagorise your custom fields

  • Click on the deleted folder to view and restore deleted fields

• Create a New Field: Click on the "Add Custom Field" button.

• Select the type of field (more info on this in the following section) and click "next"

  

• Field Name: Enter a name for the custom field (e.g., "Favorite Product").

  

• Field Object Type: Select between contact or opportunity

• Save Field: Click "Save" to add the custom field to your contact records.

Once created, these custom fields will appear in the contact or pipeline(opportunity) records, allowing you to input and store relevant information.

Types of custom fields:

We provide different types of custom fields. The following table gives a brief description of each type and some possible use cases.

Custom Values: Convenience & Simplicity

Custom Values are dynamic placeholders that allow you to insert specific pieces of information into your communications and automation workflows effortlessly.

• Each custom value has a key and an associated value. When a custom value key is placed, the final product will always show its associated value.

• So instead of having to manually input the values, just select the custom value key. This is great for repeated texts like legal messages, logos, etc.

• Any changes made to the value of the custom key will automatically be propagated across all its placements, eliminating the need for manual editing on every placement

• Custom values are tied not to individual contacts but to your company and account on DOJODIGI. They can be utilised in your DOJODIGI sites, funnels, automations etc

Benefits:

• Increased Efficiency: Quickly and easily personalize your messages by using predefined placeholders that automatically populate with the correct information.

• Consistency Across Communications: Ensure that all your messages contain accurate and consistent information by centralizing your key data points.

Example Usage:

I set up a custom value for the legal wording across my websites, pages, and funnels(eg copyright mybrand 2024). If I have to change my legal wording, manually editing each page, site, or funnel would be very time consuming. However, thanks to the custom value I've configured, I can make the alteration once in my custom value settings, and it will seamlessly edit the legal wording across all my sites and funnels that i have implemented the custom value on.

Other usages: custom values on website, funnels, emails, automation etc

How to set up custom values:

• Head to settings and navigate to "custom values"

  

• Click on "create custom value"

• Create your custom value.

• NOTE: The name is the name for this value and the value is what will show up when the custom value key is placed.

  

• You will now see your created custom value

  

  So for this example, each time this custom value key is placed, the final message or product will always show "[email protected]"

• Following is an example of this custom value used in an email

  

  • Instead of typing the email, simply hit the + icon and scroll to custom values and select the appropriate value.

    

Editing Custom Values:

• To edit custom values, head to settings and navigate to the custom values tab. Click on the 3 vertical dot icon for the appropriate custom value and click "edit".

Custom fields capture and manage specific data points relevant to their operations. By utilizing these custom field types effectively, businesses can enhance their data organization, streamline processes, and provide more personalized and efficient services.

Custom values provide consistency and convenience in your data entry points for your communication and sales needs.

Contact us at [email protected] for any queries you may have. At DOJODIGI, we pride ourselves in customer support & satisfaction.