Each contact is assigned attributes, called contact fields, that hold values such as their name, phone number(s), and any other information you want to include. Contact fields are divided into two categories -- default fields and custom fields -- and can hold six types of values -- text, numeric, date & time, state, district or ward.
Default Fields
Default contact fields include the contact's name and connections. When a contact is added to your account, the default value for these fields is null or “NA” unless you import that information from a spreadsheet.
Add a Custom Field
Contact fields can be added manually within the “contacts” tab using the method described below or automatically if you use an “Update the Contact” action.
To manually add a contact field:
Navigate to the contacts tab and click the "Manage Fields" button.
Click “Create Field” and enter the name of the contact field you want to add.
Select the type of value this field will hold (text, numeric, date & time, state, district or ward).
Once you've added a contact field, you can refer to its value using the variable @fields.[field_name]. The names of your custom fields will be listed in the “Manage Fields” page. For example, the "Work Email" contact field can be referenced using @fields.work_email. To learn more about variables, check out Introduction to Flow Variables.
Update a Contact Field via the Contacts Tab
A contact field value can be updated in two ways -- either the contact reaches an “Update the Contact” action in a flow, or you directly edit the contact’s information from the “contacts” tab.
To directly edit a default field (e.g. name or connections):
Navigate to the “contacts” tab and search for the desired contact.
Click on the contact. Access the contact’s settings by clicking on the settings icon on the right, and then click “Edit.”
Make changes to the desired field and click “Save Changes.”
To directly edit a custom field (e.g. work email):
Navigate to the “contacts” tab and search for the desired contact.
Click on the contact. Access the contact’s settings by clicking on the gear icon on the right, and then click “Custom Fields.”
Select the field you want to edit, make changes, and then click “Save Changes.”
Delete Fields
If you no longer need a contact field, you can remove it by following the steps below. Note that this will remove all values associated with that field. This action cannot be undone.
To remove a contact field:
Navigate to the "contacts" tab and click the "Manage Fields" button.
Find and click on the contact field you want to remove.
Click “Delete” and then "Ok" to validate the deletion.
Up Next: Set the Language for a Contact