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Custom fields

Instructions#

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

  1. From the left navigation menu, go to Campaigns > Customer Data, and ensure you are on the Referrals tab.
  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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