Custom Fields

Where to Find Custom Fields

Head to Settings in the sidebar, then click the Custom Fields tab at the top of the page.

You'll see a table listing every custom field you've created so far. Each row shows:

Column	What it means
Name	The human-readable label (e.g., “Company Name”).
Slug	An auto-generated reference key (e.g., `company_name`). You'll never need to type this yourself — Punchmail creates it from the name.
Type	A color-coded badge showing the field type (text, number, date, etc.).
Options	For dropdown fields, the list of choices. Empty for other types.
Actions	Edit and Delete buttons.

Creating a Custom Field

Click the Create Custom Field button and fill in the short form:

Field Name — Give it a clear, descriptive name like “Birthday” or “Job Title.” The slug is generated automatically.
Type — Pick the kind of data this field will hold:
Text — Any free-form text (company, city, favorite color).
Number — Numeric values (age, order count, loyalty points).
Date — A calendar date (birthday, signup anniversary).
Boolean — A simple yes/no toggle (opted into SMS, is a VIP).
Dropdown — A fixed list of choices the subscriber picks from.
Options (dropdown only) — If you chose Dropdown, type each option on its own line. For example, a “T-Shirt Size” field might have XS, S, M, L, XL.
Sort Order — Controls where this field appears relative to others. Lower numbers show up first.

Hit Save, and your new field is ready to use everywhere in Punchmail.

Where Custom Fields Show Up

Once you create a field, it automatically appears in several places:

Subscriber profiles — On any subscriber's detail page, you'll see a grid of custom fields (displayed in two columns). Click into a field to update its value.
Add/Edit Subscriber forms — When you create or edit a subscriber, all custom fields appear as part of the form so you can fill them in right away.
CSV imports — During import, you can map CSV columns to your custom fields so data flows in automatically.
Segment conditions — Custom fields become available as segment rules, letting you slice your audience by any data point you track (more on this in the Segments guide).

Reordering Fields

Want “Company” to appear before “Birthday” on subscriber profiles? Use the Move Up and Move Down buttons on the custom fields table to rearrange the display order. The order you set here is the order fields appear on profiles and forms.

Editing and Deleting Fields

Edit — Click the edit button on any row to change the field name, type, options, or sort order.
Delete — Click the delete button to remove a field entirely. This also removes the stored values for that field on every subscriber, so be sure before you click.

Using Custom Fields in Segments

This is where custom fields really shine. When you build a segment, you can add a Custom Field condition and combine it with a range of operators:

Operator	Good for
Equals / Not equals	Exact matches — e.g., Country equals “Canada”
Contains / Does not contain	Partial matches — e.g., Job Title contains “Marketing”
Starts with / Ends with	Prefix or suffix matches — e.g., Email ends with “@company.com”
Greater than / Less than	Numeric or date comparisons — e.g., Order Count greater than 5
Is set / Is not set	Checking whether a field has any value at all — e.g., Birthday is set

Mix and match these with other segment conditions to build highly targeted audiences. For example: “Subscribers where Country equals 'US' AND Birthday is set AND Order Count is greater than 3.”

Tips

Keep names short and clear. “Company” is better than “The name of the subscriber's company or organization.”
Use dropdowns for controlled data. If you only want “Small,” “Medium,” or “Large,” a dropdown prevents typos and keeps your data clean.
Boolean fields are great for flags. Things like “Is VIP,” “Opted into SMS,” or “Attended Webinar” work perfectly as yes/no toggles.
Plan before you create. It's easy to add fields later, but renaming or changing a field type after you've collected data takes a bit more care.