What are custom fields?
Custom fields expand the data you can include in recipient profiles and business cards, offering customization options for contact and business information beyond the fields we provide by default.
A business or enterprise plan is required to use these features.
Custom fields explained
Custom fields are links or content unique to your workspace that can be applied to your recipients' business cards. With these fields, you can collect and store additional information about your team and business, such as social media handles, product links, calls to action, or event-specific items.
By default, we natively support the most common contact and business information fields. With custom fields, you can expand your data sets to include all the essential information for your networking needs.
These fields can help you personalize communication with your customers and connections, enhancing their experience and building stronger relationships.
How Do Custom Fields Work?
Custom fields are easy to add and manage. When you create a new workspace in Social Card, you can customize its attributes in the Recipients workflow by adding new fields or editing existing ones. These attributes can be any text-related information and will only be interpreted once they are applied to links on cards. This means you can include links or strings as custom field values.
Tip: To add a workspace attribute navigate to the recipient's workflow (Home // Recipients // Recipient attributes) and click the custom fields button in the top right.
Tip: Each field has a unique name and an optional description. The name of a field is unique in your workspace, and duplicates are not allowed. So that you know – the name and description of your attributes are for internal reference only and will not be visible on cards.
Once you’ve added the new fields to your workspace, you can start populating them within your recipient profiles. When creating a new recipient or editing an existing one, you’ll see the option to add custom fields alongside the default ones.
When you create a new card for a recipient, the custom fields will also be available in the card mapping dropdowns referenced by the field name. As you can see below, the 'Expo 2023 cta' field we added earlier is available for assignment to the card quick link.
