Add your own custom fields

If you feel like the custom fields provided by Growbots are not enough for your needs, you can easily add your own custom fields, fill them out with data, and use in your messages.

To add a custom field, you need to follow these steps:

  1. Go to New prospects or Project progress of any project for which you have already generated prospects.
  2. Select a random prospect’s Details.growbots prospects details
  3. Decide if you would like to add a custom field in Personal or Company data. Select the appropriate tab and then Edit custom fields.growbots editing custom fields
  4. Name the new custom field and click the “+” button. When you’re finished, just select Done.growbots adding new custom fields

Remember that this custom field won’t be updated automatically. To add the missing data you need to:

  1. Go to New prospects in the project for which you need this specific custom field.
  2. Generate a list of prospects, and select Export data.growbots exporting data 2
  3. Open the downloaded CSV file and fill in the appropriate column with your data. It will be the last column in the file, and the header should look like this “Custom field: {{custom field name}}”. Remember not to delete any prospects from this file!
  4. Save it as a CSV, and Import data to your list of prospects.growbots importing data 2

Congratulations! You’ve just added a new custom field to your list.
Remember to repeat these steps for every list for which you would like to use your new custom field.

You can also see this whole process in our video!

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