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Custom fields let you keep any data you want on a contact — company size, industry, plan tier, the city they’re in — beyond the built-in name, email, and phone. Once a field exists, you can use it to personalize emails and to build segments. Find them under People → Fields.

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Create a field

Press to create a custom field and fill in:
1

Name the field

Give it a clear name, like “Company size.” This is what you’ll see in the app.
2

Pick a type

Choose the kind of data it holds: text, number, date, datetime, dropdown, email, or phone. The type controls how values are entered and validated.
3

Add dropdown options (if needed)

For a dropdown field, list the choices one per line — for example “Prospect / Customer / Partner.”
4

Note the merge tag

Norbelys generates a merge tag from the field name, shown in {{code}} form with a copy button. This is the token you drop into emails to insert the value.
The merge tag can’t be changed after the field is created — the underlying code is locked so your existing emails never break. Pick a good field name up front.

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Edit and delete

You can rename a field or change its options later. If you delete a field, it disappears from contact records, segment filters, and email merge tags — but existing values are kept in case you restore it.

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Field types explained

Pick the type that matches the data — it controls how values are entered, validated, and sorted.
Use a dropdown instead of text whenever the value should be one of a known set — it keeps your data clean and makes segment filters reliable (“Lifecycle is Customer” only works if everyone uses the same spelling).

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A worked example

Say you create a text field named “City” (merge tag {{city}}). Now you can:
  • Personalize an email: Hi {{firstName | default: "there"}}, are you still in {{city | default: "town"}}?
  • Build a segment: City is any of “Bogotá, Medellín, Cali” to target one region.
  • Show a column: enable City in the People list to scan it at a glance.

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Filling fields automatically

You don’t always have to type values in by hand. Custom fields can be populated by:
  • Your CSV — map columns during import (email, name, and phone are mapped in the importer; other values can be set after import).
  • The API or a connector — sync values from your CRM or another system. See API keys & automation.
  • Research with Norbe — from a contact’s Actions → Research with Norbe, the assistant can look up a company and fill in context for that person.

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Where custom fields show up

  • On each person — the Profile data tab shows a Custom fields card with completion percentage and inline editing.
  • As columns — enable any custom field as a column in the People list.
  • In emails — insert {{your_field_code}} to personalize copy. Always add a fallback for fields that might be empty. See Personalization.
  • In segments — filter on custom-field values to build dynamic audiences. See Groups & segments.
When importing a CSV, only the four system fields (email, name, phone) are mapped in the importer. To fill custom fields at scale, import first, then update values per contact or via the API.