How To Add Custom Fields

How To Add Custom Fields

Overview

thanks to custom fields you can personalize your customer message, perform IDV processes and much more.

Check below some of the most common scenarios in which you would likely need to add a new custom fields.

Skip here if you simply want to know how to add a custom fields. 

When To Use Custom Fields? 

1) When configuring a new Bot, you have to choose, in the "Sent To" field, the Fieldname from your Campaign Template File where your customers' numbers or channel identifier are stored, so the Bot knows where the communication needs to be sent. If the fieldname you are looking for is not in the Sent To list, simply click +ADD CUSTOM VALUE to add it.
                                         

2) When composing an outbound message, Webio gives you the ability to retrieve, from your spreadsheet (Or internal system for Webhooks integration) custom values stored against the contact and display personalised information once the message is out. 



When composing a message, simply type #, then start typing the name of the Fieldname you need and the Fieldnames list will appear.



Select the ones you need (Mouse left-click) then, don't forget to save your step when it's fully configured.

If the Fieldname you are looking for doesn't appear in the fieldnames list, simply click +ADD CUSTOM VALUE to add it.

Ensure you select exactly the ones as they appear on your Campaign Template File.
  
                                           

Use <<Text>> to retrieve real-time values from your internal system -  Webhook integration

3) When using, for instance a gathering steps, (E.G. Entity Gathering, Listening) you have to select the Fieldnames where you want store the values the customer is returning. If the Fieldnames you are looking for do not appear in the fieldname lists, simply click +ADD CUSTOM VALUE to add it.


 

How To Add Custom Fields

For point 1 & 2, typically your Fieldnames are automatically imported when you upload your Campaign Template File. However there are instances (E.G. point 3) in which you may want to create brand new Custom Fields.

To do so, when you are on the Bot Building Screen, simply navigate to your Bot Configuration Card and click on ADD CUSTOM VALUE.

When you add a brand new Custom Field, you will also have to select what kind of data is stored in there and specify if is it a:


  1. Channel Identifiers:
    1. SMS
    2. WhatsApp
    3. Messenger
    4. Viber
  2. Customer Name
  3. Custom ID - Data will be stored in the system for future use, Customer ID will display in the conversation screen and in reports and webhooks where the Customer UID/Customer Ref is shown.
  4. Data - Majority of the remaining Custom Fields can be categorised as Data.
Once your configuration is ready hit SAVE.

Your new Custom Field is now added to your Custom Fields list and it is ready to be used. 



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