> For the complete documentation index, see [llms.txt](https://kasplo.gitbook.io/kasplo-doc/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://kasplo.gitbook.io/kasplo-doc/product-docs/overview/contacts/understanding-custom-fields-in-kasplo.md).

# Understanding Custom Fields in Kasplo

**Custom fields** in Kasplo allow you to store additional contact information beyond just email or phone number. These fields help you personalize content, build advanced segments, and automate based on specific attributes.

***

### 🔧 What Are Custom Fields?

Custom fields are flexible data points tied to each contact, such as:

* Name, City, Age
* Preferences, Source, Subscription Type
* Signup Dates, Lead Score, Customer Tags

You can create and manage these fields from:\
👉 **Contacts → Audience → Custom Fields** tab.

<figure><img src="/files/QDg7BBS85nLSliAlQF9M" alt=""><figcaption></figcaption></figure>

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### 🛠️ Types of Custom Fields

Kasplo supports multiple field types:

| Field Type   | Use Case Example                  |
| ------------ | --------------------------------- |
| **Text**     | First Name, City, Company Name    |
| **Number**   | Age, Score, Monthly Spend         |
| **Boolean**  | Yes/No fields like Is\_Subscriber |
| **Dropdown** | Gender, Plan Type, Region         |
| **Date**     | Signup Date, Last Purchase Date   |

> 📌 Use dropdowns and booleans for consistency in filters and automation logic.

<figure><img src="/files/lM0klJkP9NgBLDkj9e7G" alt=""><figcaption></figcaption></figure>

***

### 📌 Mandatory vs Optional Fields

* You can **mark a custom field as mandatory**
* If marked **mandatory**, contact uploads or updates will **fail** if the field is missing
* If **not mandatory**, Kasplo will accept the record even without data in that field

This helps enforce data discipline where required.

***

### 🚀 How Custom Fields Are Used

#### 1. **Segmentation**

Build smart segments using field data like:

* `City = Bengaluru`
* `Customer_Tier = Gold`
* `SignupDate > 2024-01-01`

#### 2. **Personalization**

Insert field values into:

* Email content and subject lines
* SMS/WhatsApp messages
* Dynamic URLs\
  Example:\
  **Hi {{FirstName}}, your plan is expiring soon!**

#### 3. **Automation**

Trigger flows or apply conditions based on:

* Boolean or dropdown values
* Specific date fields
* Changing field values (e.g., lead score updates)

#### 4. **Contact Profiles**

Custom fields enrich the contact’s profile with contextual data, making targeting smarter and more personalized.

***

### ✅ Best Practices

* Use clear, lowercase names like `customer_type` or `is_active`
* Stick to dropdowns or booleans for values used in filters or logic
* Keep critical fields marked as **mandatory**
* Clean up unused or duplicate fields regularly