Default Custom Fields

Created by Joanna Love Mojares Panizales, Modified on Wed, 29 Mar 2023 at 11:39 PM by Joanna Love Mojares Panizales

Custom Fields

TABLE OF CONTENTS

Custom Fields

Purpose of Custom Fields

With Custom Fields, you have the capability to request and record information about any lead. Then you can view their responses in order to reach out for more follow-up opportunities. Moreover, customizing these fields is incredibly easy–you can create them and use them across Surveys or Forms with no hassle!

Why Use Custom Fields

Custom Fields allow you to request much more information from your leads, which means you can segment them and deliver more personalized marketing messages. It also means that you understand their needs better which can help you increase your conversions.

Default Custom Fields

In GHL, out of the box, you can request information from your potential customers quickly and easily with 15 Default Custom Fields. These fields are hard baked in and can't be modified or deleted either.

These are:

First Name
Last Name
Email
Phone
Date Of Birth
Contact Source
Contact Type
Time Zone
Business Name
Website
Street
Address
City
Postal Code
State
Country

Default Custom Fields - Technical Specs

FIELD NAME	FOLDER NAME	UNIQUE KEY	QUERY KEY	FIELD TYPE	FIELD OPTIONS
First Name	Contact	{{ contact.first_name }}	first_name	Single line	-
Last Name	Contact	{{ contact.last_name }}	last_name	Single line	-
Email	Contact	{{ contact.email }}	email	Single line	-
Phone	Contact	{{ contact.phone }}	phone	Phone	-
Date Of Birth	Contact	{{ contact.date_of_birth }}	date_of_birth	Date picker	-
Contact Source	Contact	{{ contact.source }}	-	Single line	-
Contact Type	Contact	{{ contact.type }}	-	Dropdown (Single)	- Customer - Lead
Time Zone	Contact	{{ contact.timezone }}	-	Dropdown (Single)	All Timezones
Business Name	General Info	{{ contact.company_name }}	organization	Single line	-
Website	General Info	{{ contact.website }}	website	Single line	-
Street Address	General Info	{{ contact.address1 }}	address	Single line	-
City	General Info	{{ contact.city }}	city	Single line	-
Postal Code	General Info	{{ contact.postal_code }}	postal_code	Single line	-
State	General Info	{{ contact.state }}	state	Single line	-
Country	General Info	{{ contact.country }}	Country	Dropdown (Single)	All Countries

Custom Field Default Folders

To easily navigate in the CRM when looking up a contact, there are 2 default folders that group these 15 fields:

Contact (8 fields)
Group of fields about personal contact details
General Info (7 Fields)
Group of fields that contain information like business name, website and address details.

Need more fields?

If, however, you need different information that the provided standard fields or the custom fields do not cover, you will need to create a custom field.

These can then be added to your surveys and forms to gain more information.

After you’ve created a custom field, it will be saved, and you’ll be able to access it in the drag-and-drop editors when creating lead forms and surveys.

When to Use Custom Fields

You can use Custom Fields when creating forms and surveys.

Once the prospect has submitted the information, you can create a Workflow to follow up with customized marketing and call scheduling campaigns to move the prospect down the pipeline.

A few ways businesses can use them:

Gym or fitness programs – You could create a custom field asking what the prospect’s goals are; then, when you follow up with them, you can respond with a tailored offer.
Dental and chiropractic leads – A simple question such as the price willing to pay can help you segment the higher and lower value leads.
Roofing companies – Ask specific questions about the type of roof using drop-down boxes to ensure you can provide services to the client.

The surveys and forms with the custom fields can then be embedded onto your lead or site page for prospects to fill out.