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Kelune CRM

How to add custom fields

  • Kelune CRM Cloud

Custom fields store details that the standard contact fields do not cover, such as a favorite roast, a birthday, or a customer number. Once you add one, it appears on every contact’s form and profile, and you can use it in imports, segments, automations, and emails.

Create a custom field

  1. Click Settings in the sidebar, then Custom fields.
  2. Click Create custom field.
  3. Choose the Field type.
  4. Enter the Field label: the name people see on the form.
  5. Check the Field key. It is made from the label, and it cannot be changed after you create the field.
  6. Fill in the options for the type you chose, such as the choices of a dropdown.
  7. Turn on Required field if every contact must have a value.
  8. Click Create.

The Create custom field drawer for a Select (Dropdown) field with three choices

Field types

Field type Stores Options
Single line text A short text Maximum length
Multi-line text A longer text Maximum length
Number A number Minimum value, Maximum value, Step (use 0.01 for decimals)
Email An email address
URL A web address
Phone A phone number
Select (Dropdown) One choice from a list Options
Radio buttons One choice, shown as buttons Options
Checkboxes Any number of choices Options
Date A calendar date
Date and time A date and a time

Every type also takes Help text, shown under the field, and a Default value that new contacts start with.

Reorder fields

The Custom fields page lists your fields in the order they appear on the contact form. Drag a row by its handle to move it.

The Custom fields page listing each field with its type, whether it is required and its order

Use a custom field

Where How
Emails Insert {{custom.<key>}}, such as {{custom.favorite_roast}}, or pick it from Merge tags. Dates print as “January 2, 2026”
Imports Map a column to the field in the Map fields step. See How to import contacts
Segments Choose it under Custom fields when you add a condition. See How to build segments
Incoming webhooks and the API Send it as custom_field__<key>

Edit or delete a field

Use the pencil button to change a field’s label or options, and the delete button to remove it.

Each plan limits the number of custom fields. See How to check plans, usage, and billing.

Where to go next