About
Products
Pricing
Contact
CRM Overview
CRM Layout
Account Setup
Contact Management
Mail Merge Profile
Manage Contacts
Categories
Custom Fields
Client Touch
Flags
Sources
Landing Pages
Add/Edit
Create
Edit
Options
Share
Organize
Email Templates
Add/Edit
Intelligent Links
Other Templates
Letter Templates
Automate
Autoresponders
Action Sets
Create Action Sets
Add Action to Contact
Add Action to Autoresponder
Add Action to Landing Page
To-Dos
Agenda Assistant
Birthday Assistant
Deals - Project Management
Deals Overview
Deals Dashboard
Prepare for Deal
Stages and Automation
Action Sets in Deal
Set Up a Deal Type
Set Up a Deal
Support
Members Login
Login Mobile
(970) 305-4089
Support
Members Login
Login Mobile
(970) 305-4089
About
Products
Pricing
Contact
Support Menu
CRM Overview
CRM Layout
Account Setup
Contact Management
Mail Merge Profile
Manage Contacts
Categories
Custom Fields
Client Touch
Flags
Sources
Landing Pages
Add/Edit
Create
Edit
Options
Share
Organize
Email Templates
Add/Edit
Intelligent Links
Other Templates
Letter Templates
Automate
Autoresponders
Action Sets
Create Action Sets
Add Action to Contact
Add Action to Autoresponder
Add Action to Landing Page
To-Dos
Agenda Assistant
Birthday Assistant
Deals - Project Management
Deals Overview
Deals Dashboard
Prepare for Deal
Stages and Automation
Action Sets in Deal
Set Up a Deal Type
Set Up a Deal
Custom Fields
Custom fields capture information that best suits your needs. When someone fills out and submits a landing page form, the custom fields inserted into the form will be added to that person's contact card.
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Add Fields to CRM
From anywhere in the CRM, select the Settings Gear Icon
in top navigation bar.
Select Custom Fields.
Add the fields you will need.
Save.
Add Fields To Landing Page
Select the Settings Gear Icon
in top navigation bar.
Select Landing Pages and choose which page to be edited.
In the Landing Page Designer select the
Form
tab.
Choose the custom fields for the landing page.
Choose if the field is required or optional.
Save.
Preview Landing Page
Go to
Preview
tab in the Landing Page Designer.
Either scroll down in Preview to review changes or preview in live landing page by clicking the preview icon
.
Preview Contact Card
Once a landing page has been filled out you can see the custom fields that were added to the contact card.
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