User-Defined Fields

At the end of Module 6, you will be comfortable understanding/performing these tasks:

Creating user-defined fields
Uses for user-defined fields
Contact visibility layout

Overview

User-defined fields are custom fields that allow you to enter additional information into a contact’s record and customize your CRM in order to make it specific for your business needs. GreenRope gives you system-generated fields like first name, last name, address and phone number, so user-defined fields allow you to create anything else you need for your account. You can create as many user-defined fields as you want and you can decide if you would like to share those new user fields with all your groups or keep them separated for individual groups. You can also choose whether or not you want your shared access users to be able to see and/or edit these custom user-defined fields as well.

Custom user-defined fields can be created to:

Know/track additional information about your contacts
Import custom field values that are not currently in GreenRope
Ask a contact to fill out a unique question on your website signup form that will push the data back into the contact’s record
Ask a contact to fill out a unique question on your event registration form that will push the data back into the contact’s record
Ask a contact to fill out a unique question on your website ticketing form that will push the data back into the contact’s record
Ask a contact to fill out a unique question on your survey that will push the data back into the contact’s record
Track membership expiration dates
Use the values in the user-defined fields to create mail merge placeholders in emails and landing and website pages
Use the values in the user-defined fields to segment your groups into a targeted list
Find integer values for user-defined fields by using mathematical equations with other custom fields
Use the value/contact data to personalize your messaging