Add required custom fields when sending campaigns

Custom fields overview

• Add custom fields when sending if you want to capture additional details from your senders when sending campaigns, such as account or member Ids, gift purpose, etc.
• Custom fields can either be optional or required and will appear when sending to a single or multiple recipients
• Only users with an admin role can add and delete custom fields from the organization settings page

How to add custom fields

1. Go to Organization > Settings > Claim & Send > Custom Fields

2. Click on Add new, add the field name and whether the field should be required or optional. You can add more than one if needed.

3. Click Save at the bottom of the page 

How custom fields appear when sending

Once a custom field is added in the organization settings, the field will appear as required or optional in the recipient step when sending a campaign.

For single sends:

For bulk sends:

When adding a new contact, the custom fields will appear in the "Custom Fields" column.

If there is a missing custom field that is required, it will show an error until the field is populated.

How to export custom fields

After sending a campaign with custom fields populated, you can export the custom fields from the Sends page. You can use this for reporting purposes as needed.

1. Go to the Sends page
2. Click on Download as CSV on the top right of the page
3. In the CSV export of your sends, the custom fields will appear as new columns on the right of the CSV (see example below)