A custom field can be compared to a column in Excel. If we imagine that the image below represents your file, the fields Email, Phone Number, First Name, Last Name, and Language each correspond to a column, and these are custom fields in Rule.
What is a Custom field group?
To organize your customer data efficiently and easily, you can create different groups with specific custom fields and customer information.
For example, you can create a group called Subscribers, where the custom fields include first name and last name. You can also create a group for Orders, where all order-related data is collected with different custom fields than those in Subscribers.
How do I add a group and custom fields?
Name the group.
Select whether you want the groupâs data to be stored historically or not.
Click "+ New Field."
Name the custom field.
Choose the field format: text, multiple choice, date & time, or date. We chose date & time because we want to see the exact day and time a new member signed up. In the fields above, we selected text because first name, last name, and city will contain standard text-based information. Multiple choice means you can have several values in the same field, which will be separated by a comma (",") in Rule.
This will be the name of the field that developers can use for API integrations. It is named groupname.fieldname.
How to manage groups:
Click on Subscribers.
Select Custom Fields.
Here, you will see your groups.
Here, you can see how many custom fields are included in each group.
Here, you can choose whether a specific group and its data should be stored historically or overwritten with new data.
When the group was created.
What Does It Mean to Store a Member Group Historically?
When you enable historical data, a copy is saved every time a custom field is updated. For example, in the Orders group, you would want to store each specific order that a customer makes.