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How to Add Custom Fields

Create custom fields to capture the information that matters most to your team

Written by Janine Borrega

Aspire provides flexible data management in the Contact Hub. In addition to the standard fields available by default, you can create Custom Fields to capture information specific to your business, workflows, and programs.

Custom Fields can be added to your Contact Hub and, when applicable, your application page forms, making it easy to collect and manage information that isn't included in Aspire's standard fields.

How to Create Custom Contact Fields

To create a Custom Field:

  1. Go to the Contact Hub.

  2. Click the Settings icon in the upper-right corner.

  3. Click Create New Field.

  4. Enter a name for your Custom Field.

  5. Select the appropriate Field Type.

  6. Click Save.

Available field types include:

  • Free Text: Allows contacts or users to enter text.

    • Example: What is the name of your pet?

  • Number: Allows users to enter a numerical value.

    • Example: How many dogs do you have?

  • Yes/No: Allows users to select Yes or No.

    • Example: Are your pets on a raw food diet?

  • Date: Allows users to select a date.

    • Example: When is your dog’s birthday?

  • Single Select: Allows users to select one option from a predefined list.

    • Example: What is your dog’s collar size? (Small, Medium, Large)

  • Multi Select: Allows users to select multiple options from a predefined list.

    • Example: Which products are you interested in creating content for?

Once you've created a Custom Field, you can add it to the Contact Hub as a column and use it to filter your contacts.

Add a Custom Field to the Contact Hub

To add a Custom Field as a column:

  1. Go to the Contact Hub.

  2. Click Edit Columns icon .

  3. Find the Custom Field you want to add.

  4. Select the field to add it as a column to your contact table.

Add a Custom Field to an Application Form

You can also use Custom Fields to collect information directly from contacts through an application form.

To add a Custom Field to an application form:

  1. Navigate to the Campaign page.

  2. Click Settings.

  3. Select Application Page.

  4. Go to the Forms tab.

  5. Click Add Fields.

  6. Search for the Custom Field you want to add.

  7. Turn the toggle switch on.

The Custom Field will then be available on your application form.

How to Edit or Delete Custom Fields

You can edit or delete Custom Fields from the Contact Hub.

⚠️ Before you delete a Custom Field: Deleting a field also deletes the corresponding data from the Contact Hub. This includes data that was entered manually as well as data collected through application form responses. Deleted field data cannot be recovered.

Edit a Custom Field

  1. Go to the Contact Hub.

  2. Click the Settings icon in the upper-right corner.

  3. Find the Custom Field you want to edit.

  4. Click Edit in the Actions column.

  5. Make your changes.

  6. Click Save.

Note: Only Custom Fields can be edited. You can edit the field name, but you cannot change the field type after the field has been created. Standard Aspire fields cannot be edited.

Delete a Custom Field

  1. Go to the Contact Hub.

  2. Click the Settings icon in the upper-right corner.

  3. Fnd the Custom Field you want to delete.

  4. Click Edit in the Actions column.

  5. Select Delete Field.

  6. Confirm that you want to delete the field.

Deleting the Custom Field removes the field from the Contact Hub and permanently deletes the data associated with it.

Need Help?

If you have questions or need further assistance, contact our Support Team at [email protected] or click the chat bubble in the bottom-right corner of Aspire.

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