If you’ve been creating forms and surveys for your marketing agency or business, you know how vital fields are in collecting data.
Typical fields like email, name, and phone number are significant for basic information. However, custom fields allow you to personalize your forms and get your desired answers.
In this guide, we’ll look at custom fields in GoHighLevel and learn how to create and modify them.
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What Are Custom Fields in GoHighLevel
Custom fields are special blocks you add to HighLevel forms that let you collect specific information that the standard ones don’t cover.
Although the platform provides over 20 standard fields plus pre-made fields relevant to your industry through GoHighLevel snapshots, custom fields are helpful because they allow you to ask for exactly what you need.
Let’s say you run an SEO agency for e-commerce businesses. In addition to your lead’s name, business name, and email, you should also know about their website’s monthly visitors or biggest SEO challenges.
Getting specific info like this can help you offer a solution that fits them perfectly, not just something generic.
Custom fields can also help you create and sort leads and sales information. For example, you can store details like the last day to close a deal, the current sale phase, what job the lead has, etc.
Custom Fields vs Custom Values in GoHighLevel
You might think these two are entirely similar, but they serve unique purposes in GoHighLevel.
Custom fields act like unique spaces in your database, made to collect specific information.
Say you manage a marketing campaign and wish to note where each customer found you – maybe through Instagram, email, or someone’s recommendation. You could create a custom field named “Lead Source.”
On the other hand, Custom values are data you reuse in different situations. For example, if you have a discount code like “WINTER20,” you could assign this as a custom value for a more streamlined marketing process.
If you change this custom value (e.g., to NEWYEAR20), it will be shown everywhere you place the value, including the campaigns and automation flows.
So custom fields are your go-to if you want to gather unique details specific to each customer or deal. But if you aim to maintain consistency across various elements of your campaigns, like promo codes or logos, you should use custom values.
How to Create Custom Fields in GoHighLevel
Option 1 – Inside the Settings Tab
Open a sub-account and go to “Settings.”
Scroll to the “Custom Fields” section and click “+Add Field.”
Choose what you want from the types of custom fields available. Here’s a simple breakdown.
- Single line – Use for brief information.
- Multi-line – Use for longer texts, like paragraphs.
- Textbox list – Use to compile different pieces of information together.
- Number – Use for numerical data only.
- Phone – Use for phone numbers, including country codes.
- Monetary – Use for financial amounts (income, expenses, etc.)
- Dropdown- Offers single or multiple selections.
- Radio Select – A single-choice field, similar to checkboxes.
- Checkbox – Use to allow multiple selections.
- Date Picker – Use to choose dates.
- File Upload – Allows uploading of files.
- Signature – Captures signatures.
After choosing the field type, select “Next.”
Then, fill out the other manual entry fields, select whether it’s for contact or opportunity, and edit the unique key or add any custom field note. Click “Save” after.
Wait a few seconds, and your added custom fields will appear on your list. Then, you can copy and paste it.
Option 2 – Inside the Form or Survey Builder
Another option is to create your custom fields directly from where you will use them, like your form or survey. Here’s how.
On your dashboard, go to “Sites.”
Select “Builder” under the “Forms” or “Surveys” tab.
Click the “+” icon to add an element and select the “Custom Fields” tab.
You’ll see all the custom fields you created here. To add a new one, click “Add Custom Fields.”
The same box will appear, so you must repeat steps three to five from Option 1. After that, you can drag and drop your new custom fields into the form.
Editor’s Note – You cannot modify the custom fields you created directly from the Form or Survey builder. However, you can access, edit, or delete them inside the Settings -> Custom Fields tab.
How to Edit, Move, or Delete Custom Fields in GoHighLevel
- Return to the “Custom Fields” under the “Settings” tab.
- Put a check in the box next to the custom field you wish to act with. Then, select the “Bulk Action” dropdown menu and choose your desired step.
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FAQs
Can I Create Unlimited Custom Fields On GoHighLevel?
Yes. GoHighLevel doesn’t put any limits on the number of custom fields. You can also organize them into folders for easier access and management.
How Do I Add Custom Fields to GoHighLevel?
Go to your sub-account’s “Settings” tab and click “Custom Fields.” Then, select “+Add Field” at the top right corner, choose your custom field type, and save.
Is It Possible to Delete Custom Fields in GoHighLevel?
Yes. You can do this inside the “Settings” -> Custom Fields. Click the checkbox beside the field you wish to delete and select it from the “Bulk Action” dropdown.
Where Can I Add Custom Fields in GoHighLevel?
GoHighLevel lets you apply custom fields to surveys, forms, and automation. For automation, you can use them as filters and segment your contacts depending on their answers or the information they’ve provided.
Conclusion
Although custom fields might seem simple, their ability to collect specific information is invaluable. Explore their potential by starting with GoHighLevel‘s free trial today.
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