Custom Fields

Store additional information about contacts beyond standard fields. Custom fields allow you to track industry-specific data, qualification criteria, or any other information relevant to your outreach.

What Are Custom Fields?

Custom fields are user-defined fields that extend the standard contact schema. They're stored as JSON in the database, making them flexible and unlimited.

Standard Fields (Built-in)

• email - Email address (required, unique)
• first_name - First name (required)
• last_name - Last name (required)
• company - Company name

Custom Fields (User-Defined)

Anything else! Examples:

• job_title - VP Sales, Marketing Director, etc.
• industry - SaaS, E-commerce, Healthcare, etc.
• company_size - 1-10, 11-50, 51-200, etc.
• lead_score - Hot, Warm, Cold
• last_interaction - Webinar, Demo, Trial, etc.
• pain_point - Specific challenge they're facing
• linkedin_url - LinkedIn profile

How to Add Custom Fields

Via CSV Upload

The easiest way to add custom fields is to include them as columns in your CSV:

email,first_name,last_name,company,industry,company_size,lead_score
john@acme.com,John,Smith,Acme Corp,SaaS,51-200,Hot
sarah@beta.com,Sarah,Chen,Beta Inc,E-commerce,11-50,Warm

WarmOpener will automatically create custom fields for any columns not matching standard fields.

Via Manual Entry

When adding/editing a contact:

1. Fill in standard fields (email, first name, last name)
2. Scroll down to "Custom Fields" section
3. Click "Add Custom Field"
4. Enter field name (e.g., "industry")
5. Enter field value (e.g., "SaaS")
6. Click "Save"

Using Custom Fields

In Email Templates

Use custom fields as placeholders in email templates:

Hi {{first_name}},

I noticed {{company}} is in the {{industry}} space. I've helped similar {{company_size}} companies increase outreach efficiency by 40%.

Given your recent {{pain_point}}...

In AI Personalization

Custom fields provide AI with more context for better personalization:

AI Prompt Example: "Based on this contact's industry ({{industry}}) and company size ({{company_size}}), write a relevant pain point they might be experiencing."

In Contact Segmentation

Filter contacts by custom fields to create targeted lists:

• All contacts in "SaaS" industry
• Companies with "51-200" employees
• "Hot" leads only
• Contacts who attended "Webinar"

Best Practices

Naming Conventions

• Use lowercase with underscores: company_size not "Company Size"
• Be descriptive: last_webinar_attended not "webinar"
• Keep consistent across all contacts

Data Quality

• Use consistent values: "SaaS" not "saas", "Software", "SAAS"
• Standardize formats: "51-200" not "50 to 200" or "medium"
• Fill all fields when possible (more data = better AI)

Performance

• No limit on number of custom fields
• Stored as JSON - no schema migrations needed
• Can be indexed for fast filtering (if needed)

💡 Pro Tip

The more custom fields you have, the better your AI personalization will be. Aim for at least 5-7 custom fields per contact (industry, company size, recent news, pain point, etc.). Contacts with rich data get 3-4x higher reply rates than those with just name and email.