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Creating Custom Fields and Merge Tags

Creating Custom Fields and Merge Tags

Learn how to create custom fields inside Stagebase and enable that data to be used inside your templated emails by adding them as custom merge tags. 

Custom fields can be added to your account, contact, or internal user profile pages and are designed to help you manage the account how you need to and allow you to stop having to manipulate your email templates with account-specific information. 

First Step: Creating a Custom Field or Section #
  1. Click on “Settings” in the left navigation menu and select the “Integrations” tab. 
  2. Navigate to the bottom under the “Edit fields” section
  3. Click the “Edit fields” button next to either the Account, Contacts, or Profile 
  4. Click the “Add items” button at the top right of the page. Select either “Add new field” or “Add new section.” 
  5. If you are adding a new section, it will prompt you to give it a label. Once created, drag and drop it in whichever order you want. 
Second Step 2A: Stagebase Only Fields  #
  1. Click “Add new field” under data source. 
  2. Select “New Stagebase filed under the “Stagebase only” section. 
  3. Label the field. (Note: New fields will appear as you complete each necessary step). 
  4. Select the field type.
  5. Select the section you want the field to reside under
  1. Check the boxes if you want the field to be required or if you want it included as an email merge tag
  2. Click Save. Congratulations, you have successfully created a new custom field! 
Second Step 2B: Fields tied to extended data (CRM)  #

To add fields from an extended data source, you must have already connected it to Stagebase. Out of the box, you will see Salesforce or Hubspot. Through our API, you can connect other sources. 

  1. Click “Add new field”.
  2. Click on your desired data source under the Extended Data section Section.  
  3. Select from the Field drop-down the field you want to bring into Stagebase. (Note: the drop-down pulls the names of the fields from your extended data source.)
  4. Choose Editing Permissions, either “Read & Write” or “Read Only.” 
  5. Select which section you want the field to reside in.
  6. Check the boxes if you want the field to be required or if you want it included as an email merge tag

Note: See our API documentation if you want to add an extended data source other than HubSpot or Salesforce.


How to Create a Custom Field #

How to Create an Email Merge Tag #
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