When you create certain types (checkboxes, radio buttons, drop downs, and multi-select) of custom fields, you can re-label them and use pre-defined values to add prospects to a list and set their profile when they select certain values. For example, if you have a dropdown with the values "A" and "B", you can add prospects who choose A to List A and , and add prospects who choose B to List B.
Creating the Custom Field
- Create a custom field.
- Mark Use pre-defined values (for checkboxes, radio buttons, drop downs, and multi-select)
- In Values, use the + to add values. Use the trashcan icon to remove them.
- Enter a value in the box.
- To the right of each value, click the icons to access the
- The A icon lets you re-label the value. The prospect will see your label, but the original value will be recorded on their record.
- The Grid icon lets you choose a profile to apply to the prospect.
- The List icon lets you add the prospect to a list.
- When finished making changes, click Save custom field.
In this example, we create a dropdown custom field with the values A and B. A is labeled "I like cats", sets the profile to Higher Ed, and adds the prospects to A List. B is labeled "I like dogs", sets the profile to Default, and adds the prospect to B List.
Using the Predefined Values in Forms
To use your custom field's pre-defined values in forms, edit your field in the form, and click Load Default Data on the Basic tab. Once you do this, your pre-defined values will be available in your form.
- Editing custom fields to apply profiles or add prospects to a list is not retroactive, and will only apply to prospects who fill out the form going forward.