Customize The Membership Area With Contact Custom Fields (+ How To Link)
Understanding Custom Fields
- Custom fields allow you to display personalized information in the membership area.
- Examples include the contact's name or data from custom contact fields filled out in forms.
- Workflows can automatically populate these fields based on user actions
Creating Custom Fields
- Custom fields are created when you set up forms, surveys, and quizzes, and can also be set up under Settings > Custom Fields.
- These fields can be used in the membership area to show relevant information specific to each contact.
Adding Custom Fields in the Lesson Editor
- Navigate to the lesson editor in the membership area.
- Use the custom values tool to access contact options and select the desired custom field.
Distinguishing Between Custom Fields and Custom Values
- Custom fields are unique to each contact, while custom values are the same for all contacts.
- Example: Different cohorts can have different links based on their enrollment.
Creating Links with Custom Fields
- If you want to create a link using a custom field, use the custom code editor.
- Insert the custom field into the appropriate places in the HTML code.
<a target="_blank" rel="noopener noreferrer nofollow" href="PUT-YOUR-CUSTOM-FIELD-KEY-HERE">PUT-YOUR-CUSTOM-FIELD-KEY-HERE</a>
- To accurately test the display, generate a magic link for a contact with access to the product.
- Use an incognito window to log in as that contact.
- After logging in with the magic link, navigate to the relevant course.
- Check that the custom field information displays correctly and that links function as intended.
