How do custom fields work?

Custom fields allow you to define new input fields for either business or individual profile sections in the campaign setup steps.

Step 1. First define new custom fields using Web Administration UI as per following screenshot.

customfields1

 

Step 2. Once the fields are saved, you will be able to see them on campaign setup step (under either business or individual profile sections) as per screenshots below.

customfields2

In this example our custom field is called “Insurance Number” and appears under Business Profile section.

customfields3