...
...
Content
...
| Table of Contents | ||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
Description
This functionality is necessary
...
to allow users to provide additional information when purchasing an offer or registering
...
via LGT. You can also manually fill in the client’s questionnaire.
...
| Info |
|---|
The information provided by users can be used for further segmentation based on the data they leave, such as gender, age, date, etc. |
...
To add a new custom field, enter its name (1), then select the field type (2). You have the opportunity to add several types of custom fields: number, expression, date, phone, email. And click on the “add field” button (3). After adding fields, they will be displayed in this section (4).
Enter the name of your custom field
Selecting a Field Type
Add new field button
List of already added custom fields
Custom Field Types:
Number - this field allows you to leave a serial number
Expression - this field allows you to leave an expression or a small comment (255 characters available)
Date - sets the field for entering the date
Phone - adds a mobile phone number entry field
Email - adds an email address input field
Once you have created your custom fields, you can add them to your Offers or Lead Generation Tools
...
...
...
In the client card, under the “Contact Information” section, all information provided by the user during the LGT transition is displayed.
...
To sort users according to the information they provided in custom fields, the platform's filtering panel includes a filter called “By Custom Fields.”
...
How to create a custom field
Go to Settings – Content – Fields.
.png?version=1&modificationDate=1549981222368&cacheVersion=1&api=v2){kind=link}
...
Click “+ Create Field.”
...
Enter the field name – internal name for the platform.
...
Enter the variable name – technical name used for API requests and as a get parameter (the “copy” button allows
...
copying the field name).
| Note |
|---|
Must be |
...
in Latin characters. |
Type: Specifies the type of custom field
You can now add multiple values for each custom field type. To do this, at the stage of creating a variable, in the “Values” field, click on the “Add option” button and enter the value:
In the same window you can delete (1) or change the order of added values (2):
For the user on the lead generation tool or offer, the field will be displayed as a drop-down list:
...
Select the field type. You can add several types: number, expression, date, phone, email.
...
| Info |
|---|
After filling in the 3 mandatory fields, a new optional field “Values” will appear. |
...
You can add predefined answers for clients to segment them later.
...
Click “Create.”
...
| Note |
|---|
Note: It is technically impossible to create more than 20 custom fields |
...
in one account. |
...
Types of custom fields
...
Adding custom fields to your lead generation tool occurs at the “Content” step of your LGT constructor.
Button to add custom fields to LGT;
Custom field type selection field;
Name input field for this custom field;
When you check this box, filling out the user field will be mandatory;
The arrows move the field up and down, and by clicking on the “cross” you can delete the field;
This is what your custom fields will look like after you add them to LGT.
...
...
Number – allows entering an ordinal number.
Expression – allows entering text or a comment (up to 255 characters).
Date – sets a date input field.
Phone – adds a phone number input field.
Email – adds an email input field.
Adding custom fields to
...
To add custom fields to your offers, move the switch next to “custom fields” to the right (number 1 in the screenshot), click on the “custom fields” section and you will see the function of adding a new custom field (number 2 in the screenshot).
Selecting a custom field type;
When checking this box, filling out the user field will be required;
arrows for moving the field up and down, and by clicking on the “cross” you can delete the field;
item to add a new custom field.
This is what your custom fields will look like in the offer after you add them.
After the user has signed up for LGT, where he has left information in the user fields, you can see it in the client card.
In the "Detailed information" tab, the "Contact information" item shows all the information left by the user during the transition to LGT.
In order to sort users according to the information they left in custom fields, a filter “by custom fields” has been added to the platform’s filtering panel. You can use this filter in any section of the http://Leeloo.ai platform.
Using custom fields as variables
Custom fields can now be used as variables in both chat and the sales tunnel. To register a variable in the sales tunnel, you need to open the curly brace and enter {custom field name}
For example, if your custom field is called date and its type is "date", then the variable will look like {date} ;
Then we add this custom field to the lgt. After the client fills out this custom field, a parameter from this custom field will appear in the client card, then in the chat or in the sales tunnel block you can use {date} and the entered value will be pulled up.
The maximum length of one parameter, custom field or UTM tag = 255 characters.
...
LGT
Open the required LGT and go to the “Content” tab.
...
Click “+ Block.”
...
Select the “Form” block type.
...
Click “+ Add Field.”
...
Select the field from the list.
...
Click “Save.”
...
The field will be available for selection after transitioning to LGT.
...
Adding custom fields to Offers
Open the required offer and activate the “Custom Fields” toggle.
...
Click “+”.
...
Select the required field.
...
Click “Save.”
...