Contact Fields

ConveYour’s contact fields system allows you to organize and manage contact data in a way that fits your workflow. With contact fields, you can categorize, filter, and target contacts based on specific attributes.

What You Can Do with Contact Fields

With ConveYour’s contact fields system, you can:

• Create contact fields with different data types, such as text, number, true/false, and date.

• Control visibility—choose where the field appears (contact sheet, profile, or both).

• Set user permissions—determine who can edit or view a field.

• Use dropdown lists to create predefined values for easy data entry.

Creating a Contact Field

1. Navigate to Main Menu > Settings > Fields.

2. Click the "New Field" button in the top right corner to add a new field.

3. Configure your fields and click Create.

Example Use Case:

• A Recruiter wants to categorize contacts by event location. They add a contact field called Recruiting City so their team members can enter the city during sign-up. Later, they can send targeted follow-ups based on location.

Contact Field Setup & Configuration

When creating a contact field, you’ll configure the following:

Label

• The display name of the field (e.g., "Event City").

• Don't worry, this can be changed after creation.

Name

• The "real" name of the field. This is how you will reference the field in automations.

• Auto-generates based on the label.

• This field CANNOT be changed after creation.

Field Type

• Choose the data format: Text, Number, Date, True/False, Dropdown List, etc.

• Example: A recruiter wanting to track event locations would choose Text.

Field Settings & Permissions

After creating a field, you can edit permissions from the field page by clicking the checkboxes on the field.

Visibility Options

• Show in Sheet – Displays the field in contact lists.

• Show in Profile – Displays the field in individual contact profiles.

Editing Permissions

• Admins Only – Only admin users can edit the field.

• Admins & Guests – Both admin & guest users can edit it.

• No Editing – The field is locked from any changes.

  • Example: A Company ID field that should never be modified.

View Permissions

• Visible to Admins Only (default setting).

• Visible to Guests (enable if guest users should see the field).

Using Dropdown Values

• Any Text or Number field can be converted into a dropdown list.

• Example: If you're tracking Onboarding, you could create an Onboarding Status field with dropdown values:

  • started

  • provided_info

  • pending_background_check

  • signed_agreement

NOTE: Leaving the dropdown field blank allows free text entry instead of restricting it to set options.

Managing Contact Fields

• Contact fields can be filtered, sorted, and grouped for targeted messaging.

• Guest User Access can be granted for specific fields.

• Field Sections enable better organization of contact information (see image below)

Learn More

Creating Groups
Uploading/Importing Contacts