TABLE OF CONTENTS


The Custom Fields Feature allows you to add custom contact fields to your Short Code subscribers. When you have custom field values in your subscriber list, you can use the custom fields as merge fields in your initial texts and response scripts.

Adding Custom Fields to Short Code Subscribers

  1. In the pop-up window, click Create Custom Field.  

  2. Enter a field name and choose a type: Text, Number, Single Select, or True/False. Once created, click Create Custom Field.

    • For Text customer fields, use the max character length default or update max length

    • For Single Select custom fields, add the dropdown options you want to include

  1. To edit a custom field, click the pencil icon next to it. 
    You can edit: 

    • Custom Field Name

    • For Text fields: Max length

    • For Single Select Fields: The options listed 

Note: If you remove an option, it will be removed from all contacts it was assigned to and left blank on the record.

Custom Field Type cannot be changed after creation. To modify a custom field's type, you must delete the existing field and create a new one. 


Upload Custom Field Values To Your Subscribers 

  1. Navigate to your Short Code page and click the Add Subscribers button.

  1. Choose File Upload as your Upload Method.

  1. Upload your CSV including a column for your custom field.

  2. Map column names to your custom fields. 

  3. Click Upload.

Note: If you are re-uploading existing subscribers, we will append new field information to the contact and overwrite existing information.

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