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Overview

Custom fields let you store details beyond the standard contact information. Think “Account tier”, “Renewal date”, or “Lead score”. You define them once in Module Setup. They then appear on contacts as columns, form fields, filters, and import targets.
Time to complete: ~5 minutes  ·  Difficulty: Intermediate  ·  Where to manage them: Settings → Module Setup (/settings/module-setup)

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Types of field you can create

Autocampaign AI’s module builder supports a wide range of field types: Each field can be marked required, unique, filterable, or searchable. It can also have a default value, placeholder, help text, and validation rules.

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Create a custom field

1

Open Module Setup

Go to Settings → Module Setup. Custom fields live in sections within the Contacts module.
2

Add a field

Choose a section, add a field, pick its type, and set its display name and options (for Select/Multi-select, add the choices).
3

Set behavior

Mark it filterable if you want to filter contacts by it, and required if every contact must have a value.
For everything the module builder can do, see Module builder.

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Where custom fields appear

Once created, a custom field shows up in several places:
  • Contact list — as a column you can show or hide (use the Columns menu).
  • Add / Edit contact — as a form field below the standard details.
  • Filters — filterable fields appear in the Contacts Filters panel with choices such as equals, contains, greater/less than, is empty, and so on.
  • CSV import — importable fields become mapping targets (marked “Custom”) when you import a spreadsheet.
Custom fields are not available as message merge tags. A merge tag is a placeholder like first_name that fills in each contact’s details when a message is sent. The merge tags you can insert into SMS and email are the standard contact fields only: first_name, last_name, full_name, phone, email, and the address fields. See Templates.

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FAQ

No. Merge tags are limited to standard contact fields. Custom fields are for storing, filtering, and grouping data, not for personalizing messages today.
Yes, if the field is marked filterable. It then appears in the Contacts filter panel. (Building segment rules on custom fields is available through the API, for developers.)
Lookup, User, and Auto-number fields are left out of CSV import. Everything else can be mapped.
A tag is a simple label (present or not). A custom field stores a value of a set type (text, number, date, choice). Use tags for grouping, custom fields for data.

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Troubleshooting

Confirm it’s active in Module Setup, then turn it on in the Columns menu on the Contacts list.
Create the field in Module Setup first, and check its type isn’t Lookup, User, or Auto-number (those can’t be imported).

Module builder

Build custom modules, sections, and fields.