Create Custom Dynamic Fields
- Topics:
- Marketo Sales Connect
There are two ways to create custom dynamic fields.
Saving Custom Fields for One or a Few Contacts
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Click the name of a contact in the People page.
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Choose the drop-down next to Unsubscribe and select Edit.
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Scroll down to the bottom of the edit page. You can then create a name and value for your field.
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Click Save.
Saving Custom Fields for Many Contacts
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Create a CSV spreadsheet with your custom fields in their own column.
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Follow the normal CSV upload process, stopping on the field mapping screen.
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Instead of one of the preset fields, choose Add a new Custom Field from the drop-down.
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Enter your desired field name and click OK.
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Finish uploading your CSV. Your contacts will come through with the added custom field.
How to Use Your Custom Fields in a Template
Once your custom fields have been stored using the above methods, you’ll be able to reference them in your templates.
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Create a template and click the Dynamic Fields button like you normally would.
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Select Custom Fields from the drop-down that appears.
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You’ll see your pre-stored custom fields and be able to select one to fill out in your template.