When you had to keep track of customer information across many sites, did it make you feel stressed? That was something other people did, too. Many companies need help managing their customer information and using it effectively. That’s possible with GoHighLevel Custom Fields because it gives you a strong choice that can change how you deal with your info.
GoHighLevel Custom Fields lets you collect and store particular information about a potential customer, helping you better plan how to follow up with them. With this feature, you can create sections to gather important information like preferences, interests, or special needs.
Making custom fields is an easy task. You can easily add these areas to surveys and forms, ensuring you collect the critical information from each person interested. By using GoHighLevel Custom Fields, you can personalize how you interact with customers and make your marketing better. Are you ready to improve how you handle your data?
Let’s begin
Table of Contents
GoHighLevel Custom Fields Overview And History
In GoHighLevel, custom fields let you gather extra information besides the usual fields. These custom fields help you collect specific information, such as what customers like, their age or background, and what they have bought before, which can help your business understand them better.
GoHighLevel has 15 primary data collection fields, such as Names, Emails, and Addresses. You can add custom fields to surveys and forms to collect specific information, allowing you to gather and use customer data differently.
Custom fields allow you to divide your audience into groups, tailor your messages, and create focused marketing campaigns. This extra information improves your reports and analysis, helping you make smarter choices and more effective marketing plans.
When To Use Custom Fields For GoHighLevel
GoHighLevel Custom Fields can help you get more specific information from your prospects by adding them to your forms and polls. This lets you get important information for your business and makes your marketing more effective.
Once the prospect submits the information, GoHighLevel’s Workflow feature helps you create customized follow-up processes, such as personalized marketing campaigns or scheduling calls to move the prospect through your sales pipeline.
Here are some examples of how businesses can leverage Custom Fields effectively:
Gym or fitness programs: You can find your prospects’ health goals and send them a personalized offer that fits those needs. This will increase the likelihood that they will become paying customers.
Dental and chiropractic services: A simple question about their budget can help you segment leads, allowing you to prioritize higher-value prospects or provide suitable offers based on their price range.
Roofing companies: By including dropdown questions about the type of roof a prospect has, you can ensure you’re offering relevant services, improving the efficiency of your outreach.
Once these surveys or forms with Custom Fields are created, they can be embedded on your lead generation or website pages. This ensures prospects can quickly fill them out, giving you valuable data for your marketing and sales efforts.
How To Add Your Custom Fields to GoHighLevel
Here’s a more detailed step-by-step guide for adding a custom field in GoHighLevel:
Step 1: Access the Desired Subaccount
From your GoHighLevel dashboard, navigate to the specific sub-account where you wish to add the custom field.
Once in the subaccount, locate the left-side menu for further actions.
Step 2: Navigate to the “Sites” Section
– On the left-hand side of the page, locate and click on the **”Sites”** tab.
– This will redirect you to the site settings for the subaccount.
Step 3: Open the Custom Fields Settings
Once on the Sites page, find the cog icon on the top-right section near the tabs.
Click on the cog icon to access more settings related to your site’s configuration.
Step 4: Select “Custom Fields” from the Menu
On the left-hand Menu that appears after selecting the cog icon, look for the “Custom Fields” option.
Click on this option to open the section where you can manage and add new custom fields.
Step 5: Add a New Custom Field
In the top-right corner of the Custom Fields section, you will see a button labeled” + Add Field.”
Click on the **”+ Add Field”** button to create a new custom field.
Step 6: Choose Your Field Type
A pop-up window will appear with several field options, such as:
Text input (Single or Multi-line)
Values (Dropdowns, Numbers)
Choosing options (Checkboxes, Radio buttons)
Others (Dates, URLs, etc.)
Choose the type of Field that best suits your needs, then click Next to proceed.
Step 7: Fill Out the Custom Field Details
In the next window, you’ll be prompted to fill in additional information for the custom field.
This may include:
Field Name
Placeholder Text
Default Values (if applicable)
Additional preferences based on your selected field type.
*Note*: If you selected **Single Line**, you may need to provide details like the maximum character count.
Step 8: Save Your Custom Field
After entering the required details, review the information for accuracy.
Once satisfied, click the “Save” button to create the custom field.
Step 9: Use the Custom Field in Surveys and Forms
After saving, the custom field will be available in your dashboard.
You can use it when building Surveys and Forms by selecting the custom field from the available options.
By following these steps, you’ll successfully create and implement custom fields into your GoHighLevel system for more personalized data collection.
Why Use Custom Fields?
Custom fields allow you to add more details to your resources. This information is more than what basic platforms like Front provide. These boxes let you change how the data is organized to match your needs. Using custom fields helps teams manage and group information more effectively, ensuring that essential details are noticed among the usual fields.
This customization benefits teams working on challenging projects or using unique data, as they need extra information to make intelligent decisions. Using particular fields in your work can make things easier to understand and help you get things done quicker. Teams can create sections to display important details, like what customers prefer, when projects are due, or how things are going.
This information might not be part of the usual options. These fields can help teams find and sort information faster, making it easier to locate what they need without sifting through extra data. Arranging information like this allows the team to work together more effectively, reducing the chances of errors or confusion.
Custom fields help different departments communicate better and make decisions more quickly. When each team has the information it needs, it can work independently but still contribute to the entire project. This level of customization ensures that all the information is valuable and essential, making work easier and reducing delays. Using custom fields helps organizations use their resources more effectively, resulting in better project outcomes and higher productivity.
Conclusion: GoHighLevel Custom Fields
GoHighLevel Custom Fields help businesses manage customer information more efficiently and make it more personal. This makes it simpler for them to customize their marketing and sales strategies.
Gathering necessary information like what customers like or project details can improve team communication, more focused marketing efforts, and how you follow up with people. Making it easy to add Custom Fields to surveys and forms helps collect data better, leading to more helpful information. This feature allows businesses to make better choices, increase efficiency, and connect with customers more personally.
FAQs- GoHighLevel Custom Fields
How Do You Delete The GoHighLevel Custom Field?
To delete the sub-account using the GoHighLevel Custom Field, visit the sub-account. Choose Sites. To the right of the tabs, click the cog > Click Custom Fields. Select the custom field to delete and check the box. Select Bulk Actions. Select Delete from the dropdown. Select OK to confirm. I am deleting it.
How To Make a GoHighLevel Custom Field?
Create a GoHighLevel Custom Field in your subaccount. Choose Sites. Click the cog > Choose Custom Fields. Click + Add Field> Fill out the first pop-up, then add further details in the second. After each step, click next. This completes the custom field.
What Are GoHighLevel Custom Fields?
Custom Fields are boxes you design to ask prospects for specific information when they complete a Survey or Form. Custom Fields allow you to ask anything and are more beneficial than GoHighLevel-generated fields.
Why Use GoHighLevel Custom Fields?
Custom Fields lets you segment leads and send more targeted marketing messages. Schedule a call to better understand their needs.
