Custom fields

Custom fields are attributes you define on top of the built-in first_name, last_name, email, and phone. Company size, plan, signup source, lifetime value: anything you want to segment on or personalize with.

Creating one

Under Settings, Contact fields, add a field with a name and a type (text, number, yes/no, or date). The name is normalized: Company Size is stored as company_size and used in templates as {{ company_size }}.

Fields are also created automatically the first time a CSV import or an API call sends a value for a name Pombo hasn't seen.

Using them

• Merge tags: {{ company_size }} in any template.
• Segments: filter on the field like any other.
• Date fields can drive a date_field sequence trigger (renewal dates, anniversaries).

Removing one

Deleting a field removes it from the Add Contact form. Existing contacts keep their stored values, but a segment filtering on it starts returning nothing and a date-triggered sequence naming it stops validating, so the app tells you what depends on a field before you remove it.