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Custom Fields

What are Custom Fields?

Custom Fields let you capture additional information specific to your business needs beyond the standard partner and lead data. You can create fields to track industry-specific details, qualification criteria, or any other information that's important for your partner programme.

What's on the Custom Fields Page

The Custom Fields settings page allows you to create and manage additional data points:

Field Types Available

  • Text: Short text responses (e.g., company size, specialisation)

  • Long Text: Multi-line text for detailed responses (e.g., project descriptions)

  • Number: Numerical values (e.g., annual revenue, employee count)

  • Date: Date selection (e.g., certification expiry, contract renewal)

  • Select: Dropdown options (e.g., industry type, partner status)

  • Multi-Select: Multiple choice options (e.g., product interests, services offered)

  • Yes/No: Boolean choices (e.g., certified partner, exclusive territory)

Field Configuration

  • Field Name: The label that appears to users

  • Field Type: Choose from the available field types

  • Required: Make fields mandatory or optional

  • Placeholder Text: Helpful hints for users

  • Options: For select fields, define the available choices

  • Partner Types: Specify which partner types see this field

  • Visibility: Control who can see and edit the field

How to Use It

Creating a New Custom Field

  1. Click "Create Field" to start building a new field

  2. Enter a clear, descriptive field name

  3. Choose the appropriate field type for your data

  4. Set whether the field is required or optional

  5. Add placeholder text to guide users

  6. For select fields, add your dropdown options

  7. Choose which partner types should see this field

  8. Set visibility permissions (partner-editable, admin-only, etc.)

  9. Click "Save" to create the field

Managing Existing Fields

  • Edit: Modify field properties, options, or settings

  • Reorder: Drag fields to change their display order

  • Archive: Hide fields without losing existing data

  • Delete: Permanently remove fields (this will delete all data)

Field Type Examples

Text Fields

  • Company tagline

  • Primary contact role

  • Specialisation area

  • Territory focus

Number Fields

  • Annual revenue

  • Number of employees

  • Years in business

  • Deal pipeline value

Select Fields

  • Industry sector

  • Certification level

  • Geographic region

  • Partner tier

Date Fields

  • Certification expiry

  • Contract renewal date

  • Partnership start date

  • Next review date

Where Custom Fields Appear

Partner Profiles

Custom fields appear in partner detail pages, allowing you to see all relevant information in one place.

Partner Registration

Fields can be included in the partner application process to gather information upfront.

Lead Forms

Custom fields can be added to lead capture forms to qualify opportunities better.

Reporting

Use custom field data to segment partners, analyse performance, and create targeted campaigns.

Best Practices

Planning Your Fields

  • Map out what information you really need

  • Consider how you'll use the data for reporting

  • Keep the number of required fields reasonable

  • Think about the partner experience when filling forms

Field Design

  • Use clear, jargon-free labels

  • Provide helpful placeholder text

  • Make select options comprehensive but not overwhelming

  • Group related fields logically

Data Quality

  • Validate number and date formats

  • Use consistent option naming in select fields

  • Regular review and clean up unused fields

  • Train your team on proper field usage

Integration with Partner Management

Segmentation

Use custom fields to create partner segments:

  • Partners by industry

  • Partners by size

  • Partners by certification status

  • Partners by geographic focus

Personalisation

Custom field data helps you:

  • Tailor communications to partner interests

  • Identify upselling opportunities

  • Match partners with relevant opportunities

  • Provide targeted resources and training

Reporting

Custom fields enhance your reporting with:

  • Performance analysis by partner characteristics

  • Trend identification across segments

  • ROI analysis by partner type

  • Compliance tracking for certifications

Important Notes

  • Only Admin and Partnership users can create and manage custom fields

  • Changes to field options affect all existing data

  • Deleting fields permanently removes all associated data

  • Required fields must be completed before partners can submit forms

  • Custom field data exports with partner information for external analysis

Technical Considerations

Data Limits

  • Text fields: 255 characters maximum

  • Long text fields: 2000 characters maximum

  • Select fields: Maximum 50 options recommended

  • Multi-select: Users can choose multiple options

Performance

  • Too many custom fields can slow down forms

  • Consider grouping related fields into sections

  • Use conditional logic to show relevant fields only

Data Privacy

  • Consider GDPR and privacy requirements for custom data

  • Some fields may need specific consent or legal basis

  • Document what data you collect and why

This flexible system lets you adapt Journeybee to your specific business needs while maintaining a user-friendly experience for your partners.

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