{"id":21127,"date":"2025-02-14T13:46:35","date_gmt":"2025-02-14T10:46:35","guid":{"rendered":"https:\/\/snov.io\/knowledgebase\/?p=21127"},"modified":"2025-10-13T21:33:23","modified_gmt":"2025-10-13T18:33:23","slug":"how-to-manage-custom-fields-and-data-tabs","status":"publish","type":"post","link":"https:\/\/snov.io\/knowledgebase\/how-to-manage-custom-fields-and-data-tabs\/","title":{"rendered":"How to manage custom fields and data tabs"},"content":{"rendered":"<p>In this article, you will find out how to add, edit, and organize custom fields in the prospect profile.<\/p>\n<p>Custom fields can be added to prospect lists to store additional information about your prospects. The information from custom fields can be used to personalize campaigns.<\/p>\n<p><span style=\"font-weight: 400;\">Every prospect's profile has a set of default fields: First Name, Last Name, Email, LinkedIn URL, HQ Phone, Industry, Country, Location, Company, Job Position, Website.<\/span><\/p>\n<p>Any additional fields added to a prospect's profile are called custom fields.<\/p>\n<hr style=\"height: 2px; opacity: 50%; border-width: 0; color: gray; background-color: gray;\" \/>\n<h2 id=\"create\"><b>Creating custom fields<\/b><\/h2>\n<p><span style=\"font-weight: 400;\">There are two methods of adding custom data fields to your prospects in Snov.io.<\/span><\/p>\n<h3><b>From a prospect list view<\/b><\/h3>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Open a<\/span><a href=\"https:\/\/app.snov.io\/prospects\" target=\"_blank\" rel=\"noopener\"> <span style=\"font-weight: 400;\">prospect list page<\/span><\/a><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Click <\/span><b>Manage custom fields and data tabs<\/b><span style=\"font-weight: 400;\"> icon on the toolbar at the top.<\/span><\/li>\n<\/ul>\n<p>A pop-up window will open where you can add new custom fields or manage the ones you have already added.<img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-42552 wp-block-image shadow\" src=\"https:\/\/snov.io\/knowledgebase\/wp-content\/uploads\/2025\/02\/Prospects-menu.png\" alt=\"\" width=\"2286\" height=\"1003\" srcset=\"https:\/\/snov.io\/knowledgebase\/wp-content\/uploads\/2025\/02\/Prospects-menu.png 2286w, https:\/\/snov.io\/knowledgebase\/wp-content\/uploads\/2025\/02\/Prospects-menu-300x132.png 300w, https:\/\/snov.io\/knowledgebase\/wp-content\/uploads\/2025\/02\/Prospects-menu-1024x449.png 1024w, https:\/\/snov.io\/knowledgebase\/wp-content\/uploads\/2025\/02\/Prospects-menu-768x337.png 768w, https:\/\/snov.io\/knowledgebase\/wp-content\/uploads\/2025\/02\/Prospects-menu-1536x674.png 1536w, https:\/\/snov.io\/knowledgebase\/wp-content\/uploads\/2025\/02\/Prospects-menu-2048x899.png 2048w\" sizes=\"(max-width: 2286px) 100vw, 2286px\" \/><\/p>\n<p><strong>To create a new custom field:<\/strong><\/p>\n<ul>\n<li aria-level=\"1\"><span style=\"font-weight: 400;\">Click <\/span><b>+Add<\/b><strong> field <\/strong>( this button will appear if you have at least one custom field)<\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Type in a <\/span><b>Field name<\/b><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Choose data type: <\/span><b>Text<\/b><span style=\"font-weight: 400;\"> for text, <\/span><b>Number<\/b><span style=\"font-weight: 400;\"> for numerical values, <\/span><b>Date<\/b><span style=\"font-weight: 400;\"> for date formats<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Click <\/span><b>Save<\/b><img loading=\"lazy\" decoding=\"async\" class=\"wp-image-42537 wp-block-image shadow alignleft\" src=\"https:\/\/snov.io\/knowledgebase\/wp-content\/uploads\/2023\/02\/custom-field-create.png\" alt=\"\" width=\"1995\" height=\"1085\" srcset=\"https:\/\/snov.io\/knowledgebase\/wp-content\/uploads\/2023\/02\/custom-field-create.png 1995w, https:\/\/snov.io\/knowledgebase\/wp-content\/uploads\/2023\/02\/custom-field-create-300x163.png 300w, https:\/\/snov.io\/knowledgebase\/wp-content\/uploads\/2023\/02\/custom-field-create-1024x557.png 1024w, https:\/\/snov.io\/knowledgebase\/wp-content\/uploads\/2023\/02\/custom-field-create-768x418.png 768w, https:\/\/snov.io\/knowledgebase\/wp-content\/uploads\/2023\/02\/custom-field-create-1536x835.png 1536w\" sizes=\"(max-width: 1995px) 100vw, 1995px\" \/><\/li>\n<\/ul>\n<p style=\"text-align: left;\"><b>Note: <\/b><span style=\"font-weight: 400;\">For easier mapping during import, name your custom fields the same as data columns in your prospect sheet.<\/span><\/p>\n<h3><b>From a prospect's profile page<\/b><\/h3>\n<p><strong>To open a prospect's profile:<\/strong><\/p>\n<ul>\n<li><span style=\"font-weight: 400;\">Click the prospect's name in your <\/span><a href=\"https:\/\/app.snov.io\/prospects\" target=\"_blank\" rel=\"noopener\"><span style=\"font-weight: 400;\">Prospects<\/span><\/a><span style=\"font-weight: 400;\"> list.<\/span><\/li>\n<\/ul>\n<p><span style=\"font-weight: 400;\">The prospect profile page shows everything you need to know about a prospect in one place.<\/span><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-42538 wp-block-image shadow\" src=\"https:\/\/snov.io\/knowledgebase\/wp-content\/uploads\/2023\/02\/Prospects-name-snovio.png\" alt=\"\" width=\"1995\" height=\"998\" srcset=\"https:\/\/snov.io\/knowledgebase\/wp-content\/uploads\/2023\/02\/Prospects-name-snovio.png 1995w, https:\/\/snov.io\/knowledgebase\/wp-content\/uploads\/2023\/02\/Prospects-name-snovio-300x150.png 300w, https:\/\/snov.io\/knowledgebase\/wp-content\/uploads\/2023\/02\/Prospects-name-snovio-1024x512.png 1024w, https:\/\/snov.io\/knowledgebase\/wp-content\/uploads\/2023\/02\/Prospects-name-snovio-768x384.png 768w, https:\/\/snov.io\/knowledgebase\/wp-content\/uploads\/2023\/02\/Prospects-name-snovio-1536x768.png 1536w\" sizes=\"(max-width: 1995px) 100vw, 1995px\" \/><span style=\"font-weight: 400;\">From a prospect's page, you can view their activity timeline, view the list of deals, see the emails and sequences they get, and edit their details. <\/span><\/p>\n<p><strong>Read more about managing the prospect's profile <a href=\"https:\/\/snov.io\/knowledgebase\/how-to-edit-prospects-info\/\" target=\"_blank\" rel=\"noopener\">here \u21d2<\/a><\/strong><\/p>\n<p><span style=\"font-weight: 400;\">For the purpose of this tutorial, <\/span><b>let\u2019s take a look at adding custom fields<\/b><span style=\"font-weight: 400;\"> from a prospect\u2019s profile. <\/span><\/p>\n<ul>\n<li><span style=\"font-weight: 400;\">Click the <img loading=\"lazy\" decoding=\"async\" class=\" wp-image-21826 alignnone\" src=\"https:\/\/snov.io\/knowledgebase\/wp-content\/uploads\/2023\/02\/2023-02-14_16-02-57.jpg\" alt=\"\" width=\"38\" height=\"39\" \/><\/span><b>\u00a0(Settings)<\/b><span style=\"font-weight: 400;\"> icon in any profile to open <\/span><b>Custom fields <\/b>menu<img loading=\"lazy\" decoding=\"async\" class=\"size-full wp-image-42539 wp-block-image shadow alignleft\" src=\"https:\/\/snov.io\/knowledgebase\/wp-content\/uploads\/2023\/02\/prospect-profile-custom-fields.png\" alt=\"\" width=\"1988\" height=\"972\" srcset=\"https:\/\/snov.io\/knowledgebase\/wp-content\/uploads\/2023\/02\/prospect-profile-custom-fields.png 1988w, https:\/\/snov.io\/knowledgebase\/wp-content\/uploads\/2023\/02\/prospect-profile-custom-fields-300x147.png 300w, https:\/\/snov.io\/knowledgebase\/wp-content\/uploads\/2023\/02\/prospect-profile-custom-fields-1024x501.png 1024w, https:\/\/snov.io\/knowledgebase\/wp-content\/uploads\/2023\/02\/prospect-profile-custom-fields-768x376.png 768w, https:\/\/snov.io\/knowledgebase\/wp-content\/uploads\/2023\/02\/prospect-profile-custom-fields-1536x751.png 1536w\" sizes=\"(max-width: 1988px) 100vw, 1988px\" \/><\/li>\n<\/ul>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Click <\/span><b>+Add field<\/b><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Type a field's name<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Select data type: <\/span><b>Text<\/b><span style=\"font-weight: 400;\"> for text, <\/span><b>Number<\/b><span style=\"font-weight: 400;\"> for numerical values, <\/span><b>Date<\/b><span style=\"font-weight: 400;\"> for date formats<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Click <\/span><b>Save<\/b><img loading=\"lazy\" decoding=\"async\" class=\"size-full wp-image-42540 wp-block-image shadow alignleft\" src=\"https:\/\/snov.io\/knowledgebase\/wp-content\/uploads\/2023\/02\/Custom-field-add-snovio.png\" alt=\"\" width=\"1759\" height=\"912\" srcset=\"https:\/\/snov.io\/knowledgebase\/wp-content\/uploads\/2023\/02\/Custom-field-add-snovio.png 1759w, https:\/\/snov.io\/knowledgebase\/wp-content\/uploads\/2023\/02\/Custom-field-add-snovio-300x156.png 300w, https:\/\/snov.io\/knowledgebase\/wp-content\/uploads\/2023\/02\/Custom-field-add-snovio-1024x531.png 1024w, https:\/\/snov.io\/knowledgebase\/wp-content\/uploads\/2023\/02\/Custom-field-add-snovio-768x398.png 768w, https:\/\/snov.io\/knowledgebase\/wp-content\/uploads\/2023\/02\/Custom-field-add-snovio-1536x796.png 1536w\" sizes=\"(max-width: 1759px) 100vw, 1759px\" \/><\/li>\n<\/ul>\n<p><b>Note: <\/b><span style=\"font-weight: 400;\">When a custom field is added to one prospect profile, the same field will be added to all lists and prospects.<\/span><\/p>\n<h2 id=\"organize\"><b>Organize custom fields to data tabs<\/b><\/h2>\n<p>Data tabs<span style=\"font-weight: 400;\"> panel lets you create additional groups to categorize fields based on their content and purpose.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">For example, you can create a group with fields that cover prospect interests to quickly access required information.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">By default, all custom fields are grouped into the <\/span><b>Details <\/b><span style=\"font-weight: 400;\">data tab.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">So, when you create a new custom field, it is automatically placed in that tab.<\/span><\/p>\n<p><b>To create a new group:<\/b><span style=\"font-weight: 400;\">\u00a0<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Click <\/span><b>+Add group <\/b><span style=\"font-weight: 400;\">icon on the <\/span><b>Custom fields <\/b>menu<\/li>\n<li aria-level=\"1\">Enter a group's name<\/li>\n<li>Click the <strong>Add<\/strong> button<img loading=\"lazy\" decoding=\"async\" class=\"wp-image-42541 wp-block-image shadow alignleft\" src=\"https:\/\/snov.io\/knowledgebase\/wp-content\/uploads\/2023\/02\/custom-fields-details.png\" alt=\"\" width=\"1665\" height=\"920\" srcset=\"https:\/\/snov.io\/knowledgebase\/wp-content\/uploads\/2023\/02\/custom-fields-details.png 1665w, https:\/\/snov.io\/knowledgebase\/wp-content\/uploads\/2023\/02\/custom-fields-details-300x166.png 300w, https:\/\/snov.io\/knowledgebase\/wp-content\/uploads\/2023\/02\/custom-fields-details-1024x566.png 1024w, https:\/\/snov.io\/knowledgebase\/wp-content\/uploads\/2023\/02\/custom-fields-details-768x424.png 768w, https:\/\/snov.io\/knowledgebase\/wp-content\/uploads\/2023\/02\/custom-fields-details-1536x849.png 1536w\" sizes=\"(max-width: 1665px) 100vw, 1665px\" \/><\/li>\n<\/ul>\n<p>Open the tab and add fields to organize them here in this group<img loading=\"lazy\" decoding=\"async\" class=\"size-full wp-image-42542 wp-block-image shadow alignleft\" src=\"https:\/\/snov.io\/knowledgebase\/wp-content\/uploads\/2023\/02\/custom-fields-groups.png\" alt=\"\" width=\"1667\" height=\"908\" srcset=\"https:\/\/snov.io\/knowledgebase\/wp-content\/uploads\/2023\/02\/custom-fields-groups.png 1667w, https:\/\/snov.io\/knowledgebase\/wp-content\/uploads\/2023\/02\/custom-fields-groups-300x163.png 300w, https:\/\/snov.io\/knowledgebase\/wp-content\/uploads\/2023\/02\/custom-fields-groups-1024x558.png 1024w, https:\/\/snov.io\/knowledgebase\/wp-content\/uploads\/2023\/02\/custom-fields-groups-768x418.png 768w, https:\/\/snov.io\/knowledgebase\/wp-content\/uploads\/2023\/02\/custom-fields-groups-1536x837.png 1536w\" sizes=\"(max-width: 1667px) 100vw, 1667px\" \/><\/p>\n<p><span style=\"font-weight: 400;\">Custom fields added within a tab will be grouped together in that tab when viewing a prospect\u2019s profile.<\/span><\/p>\n<p><b>To delete a group:\u00a0<\/b><\/p>\n<ul>\n<li><span style=\"font-weight: 400;\">Hover the mouse over a tab <\/span><span style=\"font-weight: 400;\">click the <\/span><b>trash<\/b><span style=\"font-weight: 400;\"> icon.<\/span><\/li>\n<\/ul>\n<p><b>Note: <\/b><span style=\"font-weight: 400;\">Deleting data tabs does not delete custom fields that are grouped within them. The fields from a deleted group are moved to the default <\/span><b>Details<\/b><span style=\"font-weight: 400;\"> tab.<\/span><\/p>\n<h2 id=\"add\"><strong>How to add data to custom fields<\/strong><\/h2>\n<p><span style=\"font-weight: 400;\">After creating custom fields, there are two ways to fill in their values:<\/span><\/p>\n<h3><b>Add data to custom fields manually<\/b><\/h3>\n<p><span style=\"font-weight: 400;\">You can add or edit a custom field value manually when <a href=\"https:\/\/snov.io\/knowledgebase\/how-to-edit-prospects-info\/\" target=\"_blank\" rel=\"noopener\">editing a prospect profile<\/a>.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Go back to a prospect's profile view from the <\/span><b>Custom fields <\/b>menu(click <img loading=\"lazy\" decoding=\"async\" class=\" wp-image-21823 alignnone\" src=\"https:\/\/snov.io\/knowledgebase\/wp-content\/uploads\/2023\/02\/2023-02-14_16-02-09.jpg\" alt=\"\" width=\"27\" height=\"25\" \/> icon at the top)<span style=\"font-weight: 400;\">\u00a0menu or open it from the <a href=\"https:\/\/app.snov.io\/prospects\" target=\"_blank\" rel=\"noopener\">list view.<\/a><\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Find a field on the details panel<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Hover a cursor over it and click <\/span><b>Edit<\/b><span style=\"font-weight: 400;\"> icon<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Type in a value and press <strong>Enter<\/strong><\/span><img loading=\"lazy\" decoding=\"async\" class=\"size-full wp-image-42543 wp-block-image shadow alignleft\" src=\"https:\/\/snov.io\/knowledgebase\/wp-content\/uploads\/2023\/02\/custom-fields-edit.png\" alt=\"\" width=\"1664\" height=\"892\" srcset=\"https:\/\/snov.io\/knowledgebase\/wp-content\/uploads\/2023\/02\/custom-fields-edit.png 1664w, https:\/\/snov.io\/knowledgebase\/wp-content\/uploads\/2023\/02\/custom-fields-edit-300x161.png 300w, https:\/\/snov.io\/knowledgebase\/wp-content\/uploads\/2023\/02\/custom-fields-edit-1024x549.png 1024w, https:\/\/snov.io\/knowledgebase\/wp-content\/uploads\/2023\/02\/custom-fields-edit-768x412.png 768w, https:\/\/snov.io\/knowledgebase\/wp-content\/uploads\/2023\/02\/custom-fields-edit-1536x823.png 1536w\" sizes=\"(max-width: 1664px) 100vw, 1664px\" \/><\/li>\n<\/ul>\n<p><b>Note: <\/b><span style=\"font-weight: 400;\">It is only this prospect that will be updated when you add a custom field value manually to one prospect profile.<\/span><\/p>\n<h3><b>Add data to custom fields in bulk via import<\/b><\/h3>\n<p>If you have any relevant information about your leads, you can use it to personalize your campaigns.<\/p>\n<p>Add this information to a separate column in your CSV file. Each prospect in the file should have their own row with the custom data in that column.<\/p>\n<p>Using the file import, you can add this data in bulk to all prospects in your list. To set up the import, go to your <a href=\"https:\/\/app.snov.io\/prospects\" target=\"_blank\" rel=\"noopener\">Prospects<\/a>\u00a0page and choose<strong>\u00a0Import from file\u00a0<\/strong>option.<img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-42545 wp-block-image shadow\" src=\"https:\/\/snov.io\/knowledgebase\/wp-content\/uploads\/2025\/02\/Prospects-import.png\" alt=\"\" width=\"1995\" height=\"1001\" srcset=\"https:\/\/snov.io\/knowledgebase\/wp-content\/uploads\/2025\/02\/Prospects-import.png 1995w, https:\/\/snov.io\/knowledgebase\/wp-content\/uploads\/2025\/02\/Prospects-import-300x151.png 300w, https:\/\/snov.io\/knowledgebase\/wp-content\/uploads\/2025\/02\/Prospects-import-1024x514.png 1024w, https:\/\/snov.io\/knowledgebase\/wp-content\/uploads\/2025\/02\/Prospects-import-768x385.png 768w, https:\/\/snov.io\/knowledgebase\/wp-content\/uploads\/2025\/02\/Prospects-import-1536x771.png 1536w\" sizes=\"(max-width: 1995px) 100vw, 1995px\" \/>During the import, create new custom fields in Snov.io for the data from your file. Click on <strong>Add custom field<\/strong> and select the\u00a0<strong>Prospect\u00a0<\/strong>type.<\/p>\n<p>To upload data correctly, map the custom fields to the corresponding columns in your file. You can do this by dragging the prospect fields to the appropriate headers in the import settings.<\/p>\n<div class=\"notification-block learn\">\n<div class=\"notification-block__icon\"><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/snov.io\/knowledgebase\/wp-content\/themes\/knowledgebase\/assets\/img\/fluent_chat-warning-16-regular.svg\" alt=\"learn\" width=\"32\" height=\"32\" \/><\/div>\n<div class=\"notification-block__text\">\n<p>The value (content) of the custom field can contain up to 65,000 characters. If you want to add a text with line breaks, use the HTML element <strong>&lt;br&gt; <\/strong>where you want to create a line break (add the next sentence from the new paragraph). For example:<\/p>\n<p>\"Thank you for your interest in our services!<strong>&lt;br&gt;&lt;br&gt;<\/strong>We look forward to helping you achieve your goals.\"<\/p>\n<\/div>\n<\/div>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-35322 wp-block-image shadow\" src=\"https:\/\/snov.io\/knowledgebase\/wp-content\/uploads\/2023\/02\/New-Campaign-11-04-2024_07_21_PM.png\" alt=\"\" width=\"1368\" height=\"543\" srcset=\"https:\/\/snov.io\/knowledgebase\/wp-content\/uploads\/2023\/02\/New-Campaign-11-04-2024_07_21_PM.png 1368w, https:\/\/snov.io\/knowledgebase\/wp-content\/uploads\/2023\/02\/New-Campaign-11-04-2024_07_21_PM-300x119.png 300w, https:\/\/snov.io\/knowledgebase\/wp-content\/uploads\/2023\/02\/New-Campaign-11-04-2024_07_21_PM-1024x406.png 1024w, https:\/\/snov.io\/knowledgebase\/wp-content\/uploads\/2023\/02\/New-Campaign-11-04-2024_07_21_PM-768x305.png 768w\" sizes=\"(max-width: 1368px) 100vw, 1368px\" \/>Field mapping means that data from that columns in your file will be uploaded to the appropriate fields in the prospect profiles.<\/p>\n<p><strong>Note:<\/strong> You can create up to\u00a0<strong>30<\/strong> custom fields. For each custom field, Snov.io will generate variables (placeholders) that you can later insert to campaigns.<\/p>\n<p>If the field name is \"Personalization\", Snov.io will automatically create a variable {{personalization}}. This variable can be inserted into your emails and LinkedIn messages.<\/p>\n<p>When adding content in the campaign editor, you'll have access to the variable list.<img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-42546 wp-block-image shadow\" src=\"https:\/\/snov.io\/knowledgebase\/wp-content\/uploads\/2025\/02\/snovio-field-mapping.png\" alt=\"\" width=\"1980\" height=\"888\" srcset=\"https:\/\/snov.io\/knowledgebase\/wp-content\/uploads\/2025\/02\/snovio-field-mapping.png 1980w, https:\/\/snov.io\/knowledgebase\/wp-content\/uploads\/2025\/02\/snovio-field-mapping-300x135.png 300w, https:\/\/snov.io\/knowledgebase\/wp-content\/uploads\/2025\/02\/snovio-field-mapping-1024x459.png 1024w, https:\/\/snov.io\/knowledgebase\/wp-content\/uploads\/2025\/02\/snovio-field-mapping-768x344.png 768w, https:\/\/snov.io\/knowledgebase\/wp-content\/uploads\/2025\/02\/snovio-field-mapping-1536x689.png 1536w\" sizes=\"(max-width: 1980px) 100vw, 1980px\" \/><img loading=\"lazy\" decoding=\"async\" class=\"wp-block-image shadow aligncenter wp-image-15297\" src=\"https:\/\/snov.io\/knowledgebase\/wp-content\/uploads\/2022\/06\/sheet-name.png\" alt=\"\" width=\"354\" height=\"312\" srcset=\"https:\/\/snov.io\/knowledgebase\/wp-content\/uploads\/2022\/06\/sheet-name.png 579w, https:\/\/snov.io\/knowledgebase\/wp-content\/uploads\/2022\/06\/sheet-name-300x265.png 300w\" sizes=\"(max-width: 354px) 100vw, 354px\" \/><\/p>\n<h2><b>Add custom variables to campaigns<\/b><\/h2>\n<p>Variables are placeholders that will be automatically replaced with information from the corresponding field in the prospect\u2019s profile.\u00a0You can add variables anywhere in the email\/message body or a subject line.<\/p>\n<p>Remember, to make custom variables work, the corresponding fields in the prospect profile should contain data.<\/p>\n<p>To add a variable, choose the\u00a0<strong>Variable<\/strong> menu on the toolbar in the campaign editor. This menu includes corresponding variables for all the default and custom prospect fields.<\/p>\n<p><a href=\"https:\/\/snov.io\/knowledgebase\/how-to-add-variables-to-emails\/\" target=\"_blank\" rel=\"noopener\"><span style=\"font-weight: 400;\">Read <\/span><span style=\"font-weight: 400;\">how to add variables to your email content.<\/span><\/a><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-42547 wp-block-image shadow\" src=\"https:\/\/snov.io\/knowledgebase\/wp-content\/uploads\/2025\/02\/custom-fields-variables.png\" alt=\"\" width=\"1723\" height=\"835\" srcset=\"https:\/\/snov.io\/knowledgebase\/wp-content\/uploads\/2025\/02\/custom-fields-variables.png 1723w, https:\/\/snov.io\/knowledgebase\/wp-content\/uploads\/2025\/02\/custom-fields-variables-300x145.png 300w, https:\/\/snov.io\/knowledgebase\/wp-content\/uploads\/2025\/02\/custom-fields-variables-1024x496.png 1024w, https:\/\/snov.io\/knowledgebase\/wp-content\/uploads\/2025\/02\/custom-fields-variables-768x372.png 768w, https:\/\/snov.io\/knowledgebase\/wp-content\/uploads\/2025\/02\/custom-fields-variables-1536x744.png 1536w\" sizes=\"(max-width: 1723px) 100vw, 1723px\" \/><\/p>\n<h2 id=\"edit\"><b>Edit custom fields<\/b><\/h2>\n<p><span style=\"font-weight: 400;\">After a custom field has been created, you can modify its name on the <\/span><b>Custom fields<\/b><span style=\"font-weight: 400;\"> menu and its value on the prospect\u2019s profile page.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">\u00a0<b>Note: <\/b>You <\/span>can't change <span style=\"font-weight: 400;\">the data type of the existing field.<\/span><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-42548 wp-block-image shadow\" src=\"https:\/\/snov.io\/knowledgebase\/wp-content\/uploads\/2025\/02\/custom-fields-edit-delete.png\" alt=\"\" width=\"1332\" height=\"738\" srcset=\"https:\/\/snov.io\/knowledgebase\/wp-content\/uploads\/2025\/02\/custom-fields-edit-delete.png 1332w, https:\/\/snov.io\/knowledgebase\/wp-content\/uploads\/2025\/02\/custom-fields-edit-delete-300x166.png 300w, https:\/\/snov.io\/knowledgebase\/wp-content\/uploads\/2025\/02\/custom-fields-edit-delete-1024x567.png 1024w, https:\/\/snov.io\/knowledgebase\/wp-content\/uploads\/2025\/02\/custom-fields-edit-delete-768x426.png 768w\" sizes=\"(max-width: 1332px) 100vw, 1332px\" \/><\/p>\n<h2 id=\"delete\"><b>Delete custom fields<\/b><\/h2>\n<p><span style=\"font-weight: 400;\">When you decide that a custom field is no longer needed or you hit the maximum limit of 30 custom fields, you can delete the field from the <\/span><b>Custom fields<\/b><span style=\"font-weight: 400;\"> menu.<\/span><\/p>\n<p><b>To delete a custom field:<\/b><\/p>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Open <\/span><b>Custom fields <\/b><span style=\"font-weight: 400;\">page<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Click <\/span><b>trash<\/b><span style=\"font-weight: 400;\"> icon next to a field you want to delete<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Click <\/span><b>Delete<\/b><span style=\"font-weight: 400;\"> to confirm deletion<\/span><\/li>\n<\/ul>\n<p><b>\u00a0Important: <\/b>Be careful when deleting custom fields.<span style=\"font-weight: 400;\"> \u00a0<\/span><span style=\"font-weight: 400;\">You\u2019ll get an alert saying that you\u2019re attempting to delete a custom field with data.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">If the field is deleted, the data associated with it will also be permanently deleted across all your prospects and lists. Email variables (so called placeholders) will no longer be able to use custom field data.<\/span><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"wp-block-image shadow aligncenter wp-image-21388\" src=\"https:\/\/snov.io\/knowledgebase\/wp-content\/uploads\/2023\/01\/2023-02-07_11-01-28.png\" alt=\"\" width=\"414\" height=\"253\" srcset=\"https:\/\/snov.io\/knowledgebase\/wp-content\/uploads\/2023\/01\/2023-02-07_11-01-28.png 555w, https:\/\/snov.io\/knowledgebase\/wp-content\/uploads\/2023\/01\/2023-02-07_11-01-28-300x183.png 300w\" sizes=\"(max-width: 414px) 100vw, 414px\" \/><\/p>\n<h2 id=\"view\"><b>View all custom fields<\/b><\/h2>\n<p><span style=\"font-weight: 400;\">All the custom fields created in your lists are visible on the <\/span><b>Custom fields <\/b><span style=\"font-weight: 400;\">page.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Select the group (tab) that you are interested in, and it will show a list of the custom fields added to that group.<\/span><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-42549 wp-block-image shadow\" src=\"https:\/\/snov.io\/knowledgebase\/wp-content\/uploads\/2025\/02\/custom-field-groups.png\" alt=\"\" width=\"1336\" height=\"740\" srcset=\"https:\/\/snov.io\/knowledgebase\/wp-content\/uploads\/2025\/02\/custom-field-groups.png 1336w, https:\/\/snov.io\/knowledgebase\/wp-content\/uploads\/2025\/02\/custom-field-groups-300x166.png 300w, https:\/\/snov.io\/knowledgebase\/wp-content\/uploads\/2025\/02\/custom-field-groups-1024x567.png 1024w, https:\/\/snov.io\/knowledgebase\/wp-content\/uploads\/2025\/02\/custom-field-groups-768x425.png 768w\" sizes=\"(max-width: 1336px) 100vw, 1336px\" \/><\/p>\n<h2 id=\"faq\"><b>FAQs and tips<\/b><\/h2>\n<p><span style=\"font-weight: 400;\">Here are some notes to keep in mind as you work with custom fields:<\/span><\/p>\n<p><b>1. What happens when I add a custom field manually?<\/b><\/p>\n<p><span style=\"font-weight: 400;\">When you add, edit or delete a custom field value for a single prospect, it is only this prospect that will be updated.<\/span><\/p>\n<p><b>2. What if I add a custom field to one prospect profile?<\/b><\/p>\n<p><span style=\"font-weight: 400;\">When you add or delete custom fields, they are updated across all your lists and prospects.\u00a0<\/span><\/p>\n<p><b>3. How many custom fields can I add in total?<\/b><\/p>\n<p><span style=\"font-weight: 400;\">You can add up to 30 custom fields.<\/span><\/p>\n<p><b>4. Is there a character limit for the value of the custom field?<\/b><\/p>\n<p>The value (content) of the custom field can contain up to 65,000 characters. The title of a custom field can contain up to 255 characters.<\/p>\n<p><b>5. What if I delete a custom field connected to a variable used in a campaign?<\/b><\/p>\n<p><span style=\"font-weight: 400;\">Be careful when deleting custom fields as their data is used in email variables. Make sure to remove associated variables from email campaigns after deleting a field.<\/span><\/p>\n","protected":false},"excerpt":{"rendered":"<p>In this article, you will find out how to add, edit, and organize custom fields in the prospect profile. Custom fields can be added to prospect lists to store additional information about your prospects. The information from custom fields can be used to personalize campaigns. Every prospect&#8217;s profile has a set of default fields: First [&hellip;]<\/p>\n","protected":false},"author":16,"featured_media":0,"comment_status":"open","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[53],"tags":[],"_links":{"self":[{"href":"https:\/\/snov.io\/knowledgebase\/wp-json\/wp\/v2\/posts\/21127"}],"collection":[{"href":"https:\/\/snov.io\/knowledgebase\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/snov.io\/knowledgebase\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/snov.io\/knowledgebase\/wp-json\/wp\/v2\/users\/16"}],"replies":[{"embeddable":true,"href":"https:\/\/snov.io\/knowledgebase\/wp-json\/wp\/v2\/comments?post=21127"}],"version-history":[{"count":10,"href":"https:\/\/snov.io\/knowledgebase\/wp-json\/wp\/v2\/posts\/21127\/revisions"}],"predecessor-version":[{"id":42558,"href":"https:\/\/snov.io\/knowledgebase\/wp-json\/wp\/v2\/posts\/21127\/revisions\/42558"}],"wp:attachment":[{"href":"https:\/\/snov.io\/knowledgebase\/wp-json\/wp\/v2\/media?parent=21127"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/snov.io\/knowledgebase\/wp-json\/wp\/v2\/categories?post=21127"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/snov.io\/knowledgebase\/wp-json\/wp\/v2\/tags?post=21127"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}