Influencer Marketing: How do I create a Custom Field?

Influencer Marketing's Custom Fields gives organization admins the tools to track custom information in three areas of the platform: Profiles, Campaigns and Creator Cards within a Campaign.

Types of Custom Fields

There are seven different types of Custom Fields in Influencer Marketing, all of which are available for Profile, Campaign or Creator Custom Fields:

• Small Textbox - One line text box used to input a single line of information.
• Large Textbox - Text box that expands, allowing for additional information to be added as needed.
• Dropdown - Users can choose from the options they input while creating the field. You can only select one option for this type of field.
• Multi-Select Drop-down - Users can choose from the options input when creating this field and can add multiple sets for a single Custom Field.
• Number - This field creates a small textbox that only allows for numbers as an input.
• Attachment - Users can upload attachments in the attachment field.
• Date - Users can add dates to this field, either manually with their keyboard or using the pop-up calendar function.

To access Custom Fields:

1. Click your user icon and click Settings.
2. Click the Custom Fields tab.

Profile Custom Fields

Profile Custom Fields let you collect and display data within a creator’s profile. Any information collected or fields created from a Profile Custom Field is proprietary to your organization and no users outside of your organization will see this data. 

How to create a Profile Custom Field

To create a Profile Custom Field:

1. Navigate to the Custom Fields tab and click Profile.
2. Click + Add Field. If there are already other fields, the Add Field button will be at the bottom of the list.
3. To create a Profile Custom Field, fill out the following information:
   • Name - Name the Custom Field. Examples of Custom Field names include:
     • Birthday (Date, Small Text box)
     • T-shirt Size ( Multi-Select Drop-down)
     • Rate Card (Attachment, Text box)
   • Type - Select the way the information is collected, like as an attachment, a drop-down or text box.
   • Tooltip - Include an optional field that offers relevant tips for anyone filling out the Custom Field.
4. Click Add

After clicking Add, the following screen appears that confirms the Profile Custom Field is active.

Once created, responses gathered from the Profile Custom Fields can be found in the Details tab on Creator Profiles.

Creator Custom Fields

Track and organize creators within campaigns using Creator Custom Fields which you can find in the Creator View of a campaign. You can access Creator Custom Fields in the Add Filters section of the Creators tab in any campaign. 

Create Creator Custom Fields

To create a Creator Custom Field:

1. Click Custom Fields from your Organization Settings
2. Click the Creator tab
3. Click Add Field
4. To create your Creator Custom Fields, enter the following information:
   • Name - Name your Creator Custom Field. Examples of Custom Fields include:
     • Travel Dates (Date, Small Textbox) 
     • Received Product (Drop-down, Small Textbox ).
   • Type - Select the way the information is collected, like as an attachment, a drop-down or text box.
   • Required - Choose Yes or No from the drop-down to make the field mandatory or not.
   • Tooltip - Include an optional field that offers relevant tips for anyone filling out the Creator Custom Field.
5. Click Add

Once you’ve built your Creator Custom Fields, you can toggle them ON in the Creator Flow. All responses entered in the Creator Custom Field can be found in the Creator View of your campaign.

You can also find your Creator Custom Fields by clicking the filter icon and then + Add Filters.

Campaign Custom Fields

Campaign Custom Fields helps you label, organize and categorize your Campaigns. These custom fields appear in “Campaign Custom Fields” in Organization Settings. Once built out, Campaign Custom Fields are accessible within the “Add Filters” section of any Campaigns Folder and Cross-Campaigns.

Create Campaign Custom Fields

To create a Campaign Custom Field:

1. Click on Settings and select Campaign Custom Fields

   

2. Click on 'Add Field'

Once the Campaign Custom Fields have been added, users are able to find them in Organization Settings or Campaign Settings:

Multi-value Custom Fields

Users can create Multi-value custom fields within the Custom Fields setting, letting users add multiple sets of values for a single Custom Field. 

Create Multi-value Custom Fields

To create a Multi-Value Custom Field:

1. Click the three-dots next to the Custom Field element and click Settings.
2. Check the box next to Multi-valued then click Save.

If multiple fields are included in a single Custom Field group, they’ll all be displayed along the same row.

Editing Custom Fields

You can edit Custom Fields in the Organization Settings.