Creating custom fields

Creating custom fields

Zoho MarketingHub allows you to create custom fields for your leads to store extra information. With custom fields, you can feed any type of information, set character limits, and use them to save data that is specific to your business needs.

In this help guide, we'll walk you through steps to add custom fields, how they can be encrypted, and their possible applications.

Privileges associated with custom fields

To perform different operations related to custom fields, you need the corresponding privileges in the custom fields module.

How to add custom fields

To add custom fields, follow the steps below:

  1. From the Navigation toolbar, choose Settings.

  2. Select Custom fields under Customization.


       
       3. Click the Add new button.

     

      4.  Select the custom field type: Lead field or Account field.


               
       5.  Provide the Display label and Field length details.  Click Add.
       
                  


We have different field types to create varying custom fields ranging from text area fields to radio buttons.


Field Type

Other Details

Maximum field length

Text

To enter a simple text input

300

Integer

To enter and validate numeric input

9

Email

To enter a valid email address

100

Phone

To enter a valid phone number

20

Date

Format- MM/DD/ YYYY

18

Date and Time

Format- MM/DD/ YYYY HH:MM

18

Pick List

Specify the pick list values

100

Multiselect Pick list

To choose multiple values

100

Percentage

To enter Percentage values

5

Decimal

To enter numerical decimals

16

Radio Buttons

To choose any one of the predefined set of options.

100

Checkbox

To select an option

NA

Long Integer

To enter numerals with maximum characters

18

URL

To enter a web address

200

Text Area

To enter a text input with maximum characters, e.g. Description field

2000

Multiselect Checkbox

To display multiple checkbox options

100

Append Field

To choose more than one value. The selected values will be stored in the format "value1;value2;value3".

100

What is the maximum number of fields that can be added in my account?
You can have a maximum of 150 custom fields in your Marketing Hub account.
A maximum of 75 text fields can be created.

Use cases

When I try to add a new custom field of the Checkbox type, I receive an error message saying I have reached the maximum limit. How can I add the custom field?

You need to delete one of the Checkbox custom fields to add a new field of the same type. You can create a total of 250 custom fields and 10 custom checkbox fields. To delete a custom field, navigate to the Custom fields tab and click the Delete icon beside the custom field.

  • Text fields include:

    • Text

    • Phone

    • Email

    • Picklist

    • Multiselect Picklist

    • Radio Buttons

    • URL

    • Text Area

    • Multiselect Checkbox

    • Append Field

  • A maximum of 16 integer fields can be created.

  • A maximum of 11 boolean fields can be created.

  • A maximum of 33 long integer fields can be created.

  • Long Integer fields include:

    • Long Integer

    • Date

  • A maximum of 15 double fields can be created.

  • Double fields include:

    • Decimal

    • Percent

Next Steps
If you wish to create custom merge tags using custom fields, see creating custom tags.

Do more with custom fields
To help you encrypt the custom fields, see encrypting custom fields.

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