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FunnelKit Automations

Adding Fields

Go to Contacts ⇨ Fields and you'll be able to see all the fields that you created in FunnelKit Automations here.

You can even change the position of these attributes by dragging and dropping them. Changing the field positions lets you see your contact's profile in the same order.

As you drag and drop them, FunnelKit Automations will automatically save the order of your attribute.

Go to Fields tab under the Contacts section in FunnelKit Automations

Furthermore, you have the option of creating new fields, tags, and lists right from here based on your usage.

If you want to create a field, click on Create Field.

Adding new fields in FunnelKit Automations

Now, fill in the field name’s details, field type, and the group you want it to associate with.

You can create different types of fields within FunnelKit Automations:

  • Text input
  • Number
  • Text area
  • Drop-down
  • Radio button
  • Checkboxes
  • Date

The option is searchable is helpful if you want this field to appear in contact filters.

Clicking on Create will add this new field.

🔔 Note: Please note that all the contact fields will appear separately in merge tags under FunnelKit Automations. It'll help you run your custom fields based automations easily.

Editing and Deleting the Field Attributes

You can also edit or delete any attributes by clicking on the Action ⋮ button next to them.

Edit or delete fields in FunnelKit Automations

Clicking on edit will take you to the edit field section. Click on the Save button once you're done with the changes.

Edit field

Clicking on the delete button will ask for a confirmation to remove this field.

When you press the Delete button, it’ll remove this field.

Field Groups

A field group is a category where you can categorize your custom fields. You can easily access your information by going into a particular field group.

To create a new field group, click on Create Fields Group.

Create fields group

Enter the name of your field group.

Once done, click on Add.

Your field group will start showing. You can now add fields under your new field group for categorization.

Here, we have added new fields to our field group.

This is how you can create a new field group.