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Custom fields

This is article aims to inform you on how to setup custom fields for referral exports.

Instructions#

To create a custom field for referral exports, you need to:

  1. Go Customer Data > Referrals.
  1. Click Customize fields.

  2. Click New custom field.

  3. Select a field to transform and enter a name for your custom field.

  4. Select a condition: equals or contains.

  5. Enter the value you want to map and the new field name.

  6. Select how the custom field should be handled if empty.

  7. Select the default value in case no match is found.

  8. Click Save.

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