How to create custom fields

Custom Fields allow you to store any data you would like against individuals in Movement. You can therefore use any data you hold on your members and supporters to target and personalise. Follow our step-by-step guide to create your own custom fields.

Step 1: Create your custom field

Navigate to the audience tab > select Custom fields > you'll be taken to a page where you can view all your custom fields and select Add a custom field to create a new one:

Step 2: Complete the information required for your custom field

Name: The name of the custom field - this must match the column header on your CSV
Scope: Which organisations the custom field is available to
Kind: Select if the custom field data is text, number or date
Description: Explain what data is contained in the custom field
Default value: What you would like the value to be if the custom field is blank. For example, for a custom field of 'Workplace', you may want the default value "your workplace" so there are no personalisation issues for members without this custom field information
Category: Select or create a category for the custom field - this helps make them easier to find and manage

Step 3: Create your CSV

Create a CSV of the data you wish to upload as a custom field and match this with membership numbers - the data can be text, number or date. Make sure to:

Include membership number as it will be used to match the data to members and so is essential
Label the custom field data column with the name you gave your custom field.

A basic custom field CSV to match with existing members will look like this:

Note: If there are any new members in the CSV you wish to upload to with custom fields data, your CSV must have First name, Last Name and Membership number as well as the custom field column.

Tip: You can include more than one custom field in a CSV, simply include a new column, name each custom field and map the data to membership numbers for each custom field.

Step 4: Upload your CSV

In the audience tab, use the Upload button and upload your CSV. Find out more about uploading data here.

Your custom field is now ready to use for audience building and personalisation!