Custom Fields can be applied to people in Workflows, Rules, and Bulk Operations through the Set a primary or custom field value on a person's profile action.
Workflows
To set a Custom Field in a Workflow:
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Click Workflows > Workflows
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Select the Workflow where you'd like to set the Custom Field
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Click the + icon in the Workflow where you’d like to set a Custom Field
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Select Action
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Select Set a primary or custom field value on a person's profile
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Select the Custom Field Identifier, or enter a new one
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Enter the Value
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Click Update Action
Rules
To set a Custom Field in a Rule
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Click Workflows > Rules
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Select the Rule where you'd like to set a Custom Field
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In the Action step of the Rule, select Set a primary or custom field value on a person's profile
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Select the Custom Field Identifier, or enter a new one
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Enter the Value
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Click Save Rule
Bulk Operations
To set a Custom Field with Bulk Operation:
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Click People > Bulk Operations
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Click + New Bulk Operation
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Select Choose a segment
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Click Next Step
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Select the segment of people you’d like to set a custom field from the People Filter and click Begin
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Select Set a primary or custom field value on a person's profile
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Select the Custom Field Identifier, or enter a new one
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Enter the Value
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Click Next
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Select Immediately
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Click Perform Operation
CSV File Import
Set a Custom Field value through a CSV file import by using the Custom Field name (or identifier) as a header. Upon import, Drip will replace spaces with "_". For example custom field identifier
will be formatted as custom_field_identifier
. To learn more about importing a CSV file, check out our Import Your Data to Drip Guide.
API Call
You can set a Custom Field for people through our JavaScript and REST APIs.