Nimble enables you to create custom fields that are unique to your business needs in order to track important data about your leads and customers. Whether you’d like to keep a record of your customers’ past transactions, employment history, or personal interests, Nimble has you covered.
Custom Fields are especially useful for personalizing communication as you can refer to a contact’s customized data history to send more authentic outreaches.
For instance, your marketing team may want to import webinar data from apps like Zoom to keep track of which webinars customers attended in order to place them on more targeted lists and to avoid sending repeat information. With custom fields, this team can import the information to the contact record and use Segmentation to quickly build these lists.
All in all, utilizing custom fields can help you to capture smarter data which leads to better segmentation and engagement.
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Let's go through the steps on how it works
Custom fields can be applied to contact and company records either in-app, through a CSV import, or through third-party integrations such as MailChimp.
Take a look at these support articles to learn more about importing contact data with custom fields:
How to Create Custom Fields
1. To start, click your avatar in the top right-hand corner and select “Data Fields”
Here you will see the option to edit the existing “Lead Type”, “Lead Source”, and “Lead Status” tabs beneath the “Additional Lead Field” tab.
2. Select "+ Add New Tab" to create a new section to host your custom data fields
3. Label your tab: This is the name for the tab that will host your data fields (i.e.: “Marketing”, “Accounting”, or “Sales”).
Note: You may decide to display this tab in "All Contacts", "People", or "Companies".
4. Select “Create tab” after you have named your tab.
5. Add Data Fields to your Custom Tab: Once the tab has been created, you may add your data fields.
The two options that are available are:
+ Group: Consider this as a sub-tab where you can easily group your fields. For example, if you create an “Accounting” tab, you may create a group titled “Transactions” or “ YTD Sales”.
+ Field: Create single standalone fields
Click on either + Group or + Field. On the right, under "Create New Field", label your field and determine the field type. Once the field type has been chosen, it cannot be changed.
You can now choose multiple values on field creation. Just toggle the switch to the right.
These are the following field types:
Short Text - Single line text. Maximum of 500 characters.
Long Text - Multiline text. Supports line breaks.
Select Box - Create a dropdown selection of options
True/False Flag - A simple true/false flag. Presented as a checkbox on the edit and view form.
User Field - Displays a dropdown with all active users
Date Field - Represents dates. Optionally, you can store dates with times
Address Field - Displays as a set of address fields (zip, country, state, city, street, etc.)
Number - Displays a number as whole number, decimal number, percentage, or currency
6. Adding Additional Fields: Repeat step 4 to create more groups or fields for the same tab.
Nimble tip: To rearrange the order of the fields and groups, just move your cursor over any field entry and "drag and drop." You may also move fields to another tab or group in the User Field Settings.
7. To create additional tabs for custom fields, repeat steps 3-5 to add new tabs and fields.
Once you have finished creating these custom tabs and fields, you may go to a contact or company record to see them.
8. To populate information into a custom field, visit the contact record and select the "Data Fields" tab. Here, you can see the tabs you created. With in-line editing, you can quickly fill in your data for each tab.
You may also bulk-update custom fields via CSV import. You can learn more about this here.
Use Custom Fields to Engage a Targeted Audience:
Construct custom fields that will enable you to track data associated with your business. You can then use this information to build a targeted list and start engaging with these contacts.
One way to utilize your custom fields is to track your customer’s buying history by creating certain fields as “Product Type”, “YTD Sales”, and “Invoice Date”. You can even create a “True/False” field type to indicate whether they are a returning customer.
Once you have populated these fields with the necessary data, use the Nimble Segmentation feature to build distinct lists.
For example, you can pull a list of returning customers who have made a purchase within a specific time period:
Or build a list of contacts who haven’t ordered from your company within the last couple months:
Once you have created your desired list, you can save it as a saved segment. This will reduce time spent on recreating your most used lists. New contacts that match the criteria you’ve set up for the list will be automatically added to the saved segment.
Now that you have your list, you can interact with your customers by sending them a group message. With the Nimble Group Messaging feature, you can create saved templates, track opens and clicks, as well as unsubscribes.
Lets say you wanted to up-sell a group of contacts who made a specific purchase. You can do this by sending the list of contacts to the group messaging page and sending a preset template.
The open/click rate as well as any unsubscribes will appear in a Campaign Reports page.
To learn more, take a look at the following: Nimble Group Message Overview
If you have any questions, please write to us at care@nimble.com, initiate a chat from this FAQ, or join one of our Nimble Onboarding and Best Practices sessions, held every weekday at 9 AM PT.