Introduction to Campaign Custom Fields

Campaign Custom Fields are similar to Custom Fields, except they are assigned specifically to a campaign. Each record in a campaign can have its own values for the defined Campaign Custom Fields within that campaign.

Key Features of Campaign Custom Fields

• Creation: Campaign Custom Fields can be created in the Custom Fields tab within a campaign.

• Usage: Once created, they can be added to records via the Dialer Records form in the Records tab.

• Display: All Campaign Custom Field values for a record will appear in the Data field for that record.

Arbitrary vs Existing Campaign Custom Fields

In the Dialer Records form:

• All Campaign Custom Fields created for the campaign can be toggled visible or hidden by clicking Show Custom Fields or Hide Custom Fields.

• You can also add arbitrary custom fields that do not correspond to existing Campaign Custom Fields for the campaign:
  • Adding Arbitrary Fields: Click Add Custom Field, fill in the values, and submit.
  • Deleting Arbitrary Fields: Arbitrary custom fields can be deleted at any time.
  • Important: Arbitrary custom fields are not saved as Campaign Custom Fields upon submission. They will only appear in the record's data field.
  • Arbitrary custom fields can only by created and modified if Allow Dynamic Fields is checked for the campaign.

Required Campaign Custom Fields

Campaign Custom Fields can be set to required using the checkbox in the form.

Key Behaviors for Required Fields

• Mandatory Values: A value must be provided for every record in the campaign; it cannot be left blank.
• CSV Imports:
  • The uploaded CSV file must include a header for the required field.
  • Every row in the CSV file must contain a value for that header.
• Optional Fields: Campaign Custom Fields that are not marked as required are optional:
  • They can be left blank in the records form.
  • They are not mandatory in uploaded CSV files.