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.

   

    

2. Select Custom fields.

   

    

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

   

    

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

   

    

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

   

    

6. Select Create field.

   

    

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

   

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.

   

    

4. Select the Delete field button.

   

    

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.

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 show in default view setting do?

When the Always show in default view checkbox is selected, the custom field appears automatically on all contact records in the default contact view. When the checkbox is not selected, the custom field only appears on contact records where a value has been entered for that field.

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.