Custom contact fields let you:
Capture important patron dataālike donation tiers, volunteer interest, T-shirt sizes, or emergency infoāthat doesnāt fit into standard fields.
Personalize communications and services by leveraging specific insights for targeted marketing or on-site experiences.
Centralize historical information from past systems or import sheets, ensuring your CRM stays comprehensive and up to date.
Custom fields are data points that a user can add to patron profiles beyond the standard OTS fields. These fields will enable users to import data they have collected on patrons through former ticketing providers or other external sources. Reporting for custom fields is incoming.
Custom fields are configured at the account level on the OTS platform
These fields have 3 possible data types that the user can choose: text, number, or date
I.e. If they wanted to store where patrons went to school, they would name the field āInstitutionā and store text entries.
I.e. If they wanted to store annual income, they would name the field āAnnual Incomeā and store number entries.
I.e. If they wanted to store anniversary dates, they would name the field āAnniversaryā and store date entries.
Once they are configured at the account level, custom fields are seen on each patronās profile on the custom fields tab.
Users can navigate to a patronās profile to edit the entry for the custom field
I.e. If a user learns Jane Doe went to Harvard, they can navigate to Janeās profile and type in Harvard as the entry for the Institution custom field
Users can bulk import custom fields along with patron data
User must configure custom field first
Bulk import functionality detailed at the end of this document
šNoteworthy: At this time, it is not possible to pull reports on these custom fields.