This article covers how to create, edit, remove, and delete custom fields for contact records in Keap™. Custom fields allow storage of additional information beyond the default contact fields, such as data used for reporting or email merge fields.

Custom field limits by plan: Keap Lite and Pro accounts can create up to 100 custom contact fields; Keap Max accounts can create up to 150 custom contact fields. All accounts can create up to 100 custom company fields, which are counted separately from contact custom fields. For more information about custom company fields, see custom company fields in Keap.

Custom contact and company fields can also be created, edited, and deleted from the custom fields management settings.

Choose a field type that corresponds to the type of data to be stored and how it will be used — such as for reporting or email merge fields. For a complete list of available field types, see custom contact field types in Keap.

Create a Custom Contact Field

1. Select the avatar and choose Settings.

   

   The screenshot above shows the Settings option in the Keap avatar menu.

2. Select Custom fields.

   

   The screenshot above shows the Custom fields option in Keap Settings.

3. Select the Create new button at the top-right of the page, then select Contact or Company.

   

   The screenshot above shows the Create new button and type selector on the Custom Fields page.

4. Enter a Field name and select a Field type.

   

   The screenshot above shows the Field name and Field type fields on the new custom field form.

5. Optionally, select the option to always show this field when viewing any contact record.

   

   The screenshot above shows the Always shown option on the new custom field form.

6. Select Create field.

   

   The screenshot above shows the Create field button on the new custom field form.

7. The custom field is now visible in the Additional info section of contact records.

   

   The screenshot above shows the new custom field visible in the Additional info section of a contact record.

8. If a custom field has no value, it will not be visible on the contact record. To add a value, select the Details tab and select Edit.

   

   The screenshot above shows the Details tab and Edit button on a Keap contact record.

Edit a Custom Field

Warning: Editing a custom field changes the field configuration across all contact records.

1. Navigate to Settings, then select Custom fields as described in the Create a Custom Contact Field section above, or navigate to the custom field on a contact record.

2. Select the breadcrumb menu next to the custom field and choose Edit custom field.

   

   The screenshot above shows the Edit custom field option in the custom field breadcrumb menu.

3. Make the changes to the custom field.

4. Select Save changes.

   

   The screenshot above shows the Save changes button in the custom field editor.

Remove a Custom Field From a Contact Record

Removing a custom field from the contact record resets the field to its default state without deleting the field or its data.

1. Select the breadcrumb menu next to the custom field and choose Reset field to default state.

   

   The screenshot above shows the Reset field to default state option in the custom field breadcrumb menu.

Permanently Delete a Custom Field From Keap

Warning: Permanently deleting a custom field removes the field and all data it contains across all contact records. This action cannot be undone.

1. Select the avatar and choose Settings.

   

   The screenshot above shows the Settings option in the Keap avatar menu.

2. Select Custom fields.

   

   The screenshot above shows the Custom fields option in Keap Settings.

3. Select the custom field to delete.

   

   The screenshot above shows a custom field selected on the Custom Fields management page.

4. Select the Delete field button.

   

   The screenshot above shows the Delete field button on the custom field detail view.

Create a Custom Field From the Form Builder

Custom fields can be created directly while building or editing a smart form or lead form. Select the Create new field button inside the form builder to create a custom field without leaving the form editor.

The screenshot above shows the Create new field button in the Keap form builder.

Hidden Custom Fields

• A custom field with no value will not display on the contact record.

• A hidden custom field will still capture data when submitted through a web form or landing page, even if the field is not visible on the contact record.

Frequently Asked Questions

What does this article cover?

This article covers how to create, edit, remove, and permanently delete custom fields for contact records in Keap, and how to create custom fields from the form builder.

How many custom contact fields can be created?

Keap Lite and Pro accounts can create up to 100 custom contact fields. Keap Max accounts can create up to 150 custom contact fields. All accounts can create up to 100 custom company fields separately.

What does the Always shown setting do?

When Always shown is enabled, the custom field appears automatically on all contact records in the edit view. When disabled, the field must be added to each contact record manually.

What is the difference between removing and deleting a custom field?

Removing a custom field using the Reset field to default state option hides the field from the contact record view but does not delete the field or its data. Deleting a custom field from Settings permanently removes the field and all data it contains across all contact records.