What is a custom field and how do I use it?

A custom field can be directly likened to the contents of a column in Excel. For example, take the City column, which you can then use to create filters and filter out anyone who has City = Gothenburg. It can be seen as custom field are fields in Rule that symbolize customer data.

  • Please note that the custom fields' attributes (e.g. first name, zip code, etc.) most advantageously are created before import. This is done through Members > Groups and. The Excel columns will then automatically be connected to created custom field in Rule.  custom field for email and mobile numbers do not need to be created, Rule automatically reads it.

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