Are you looking for a way to make the most out of the Engage platform? Custom fields may be the answer for you!
In this article, we'll explain what a custom field is, how to add one, and how it can benefit your agency. Let's get started!
What is a Custom Field?
Firstly, what exactly is a custom field? Well, when we designed the Engage platform, we wanted to avoid overwhelming it with unnecessary fields that may not be relevant to everyone. We understand that different agents have different needs. For example, not every agent uses TikTok or WeChat for social media, but some do. That's why we've created the ability for you to add custom fields to your account, tailored specifically to your requirements. We can also implement custom fields at a brand level, allowing everyone within your brand to access them while keeping them hidden from others.
How Do I Add a Custom Field?
Log in to your Engage account, and on the left-hand side, there's a button called Account Admin. Click on that, and you'll notice that custom fields can be added throughout the entire platform. For this example, we'll focus on the External Links section, which is relevant to social media links in proposals.
Suppose you want to add a link to your Rate My Agent profile to showcase your testimonials. Simply click on the Add Field button on the right-hand side. It will prompt you to provide a label for the field. In this case, I'll label it Rate My Agent. Once you've entered the label, click Save. Now, the field has been created, and you can input your Rate My Agent link.
Questions About Implementing Custom Fields?
If you want to ensure that this custom field appears in your proposals, reach out to our support team, and we'll assist you in setting it up. We'll ensure a seamless connection between your custom field and your proposal template.
See below our video to explain this further.
If there are any issues or concerns, please contact your Engage Support at support@engagedigital.io.