How to add custom fields names

How to add custom fields names

Overview

When you build the Campaign File, you create field names (the column headers of your campaign file) and then you store custom values against the contact channel ID (On the same row where the contact's identification channel/customer ID has been stored).



You can then enrich the conversation flow with personalised message, perform ID&V (Identity Verification) processes and much more.
Check out some of the most common scenarios below or skip here if you simply want to know how to add a custom fields. 

When to use custom fields? 

1) When setting up a new Bot, you need to choose, in the SENT TO field, the name of the campaign file field where you have stored the numbers (or other channel identifiers) of your contacts, so that the Bot knows where the communication should be sent. If the field name you're looking for doesn't appear in the SENT TO field, click +ADD CUSTOM VALUE to add it.
                                         

2) When you compose an outbound message, Webio gives you the ability to retrieve, from the data uploaded from the spreadsheet (or your internal system for Webhooks integrations) custom values stored against the contact.



When composing a message, simply type #, then start typing the field name you need to have the list of matching field names.



Select the ones you need (Mouse left-click) and once your message is ready don't forget to save your step.

If the field name you are looking for, doesn't appear in the field names list, simply click +ADD CUSTOM VALUE to add one.

Ensure you select exactly the ones as they appear on your campaign 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 field names you need don't appear in the field name lists, click +ADD CUSTOM VALUE to add one.


 

How to add a custom field name

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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