What are custom fields?
Looking to track additional member information? Custom fields can be used to track birthdays, t-shirt sizes, emergency contacts, and more! Then, use that information to reach out to members based on their answers.
Setting up custom fields
Custom fields can be set up in many paces throughout Unison.io, such as during member import, from within the Members or Settings pages, while creating a form when composing an announcement, or while setting up your registration page.
In this section, we will cover how to create a custom field from the Members page.
1. Start by editing any member profile in the group from the Members page and clicking on Custom Fields.
2. Click the Set up fields button in the lower left corner.
Use the Add a field button to choose the type of field to add.
Add in the information for your custom field.
At the bottom, you have the option to "Allow this field to be seen," which will add the field to all member profile pages.
If you are in an organization, you can also allow the field to be "changed from subgroups" which allows you to see and edit this field from any group within the organization.
Once you have added all of your fields, click the Save button in the lower right of the custom field box.
Now the custom fields will show up and can be edited from all member profiles in that group.
Editing existing custom fields
Want to make an update to one of your custom fields after it has been created? Go to "Manage Fields" from within any custom field location.
The easiest location to find this is in the Settings pane:
Filtering with custom fields
Once custom fields are set up, you can use them to reach members who gave certain answers.
When composing an email or text message announcement, check the "But only send to members who pass | this filter..." box.
In the filter window, select the custom field and set the value you want using the options from the drop down menus.
When you preview or send the message, only members who pass the filter will be sent the message.
Allowing members to see or edit custom fields
Once a custom field is created, you can include them in Announcements to either let members see or edit their information.
Allowing members to see custom information
To place information custom to that member in an email announcement, use the Tokens option from the list on the right and insert the custom field token of your choice.
Allowing members to edit their custom information
To allow members to edit their custom information in an email announcement, use the Form option from the list on the right and insert the custom field(s) of your choice into the form.
