Create, edit, and delete custom fields


This article applies to:

Create and add a custom field

  1. Go to a contact record and click on their avatar

  2. Click Edit at the top right of the page

  3. Scroll to the Additional info section at the bottom of the record and click Add custom field

  4. Click Create a field

  5. Enter a Field name and choose a Field type.
  6. Click Save field
  7. Enter or choose a value for the custom field.
  8. Click Save to update the contact record
  9. Now, when you view the Additional Info section of this contact, the custom field will be present near the bottom of the record.
  10. Note that if no value is present in the field, it will not be visible on the contact record. In this case you will need to go to the details tab and click Edit
  11. Click Add custom field
  12. Then choose the custom field from the list and add a value to the field as described above.

 

Edit custom fields

Warning: This will change the custom field for all of your contacts.

  1. Click the breadcrumb menu next to the custom field
  2. Click Edit custom field
  3. Edit the custom field
  4. Click Save field


Delete a custom field from the contact record

  1. Click the breadcrumb menu next to the custom field
  2. Click Delete from [Contact name]


Completely delete a custom field from Keap

Warning: This will delete the field and any data for all of your contacts.

  1. Go to a contact record and click on their avatar
  2. Click Edit at the top right of the page
  3. Click the breadcrumb menu next to the custom field
  4. Click Edit custom field
  5. Then click the Delete field button to the far right


Create a custom field from the form builder

You can create new custom fields when creating or editing a smart form or lead form. Save time and stay in the zone instead of navigating to other areas of Keap when you realize you need a new custom field to capture a piece of information. Click the Create new field button to quickly create a custom field and continue working on your form.


Hidden Custom Fields

  • If your custom field has no data it will not be displayed
  • Even though it's not displayed it will still capture data when submitted through your Web Form/Landing page

Field types available

  • Currency
  • Date
  • Day of week
  • Decimal number
  • Drop Down
  • Email
  • Month
  • Multi Select
  • Percent
  • Phone number
  • Radio Buttons
  • State
  • Text
  • Text area
  • User
  • Website
  • Whole number
  • Year