February 2024

Introducing Custom Fields: Tailoring Your CRM Experience with Podium

<p>Hello there! I&#8217;m Katie Green, part of the Product team here at Podium, and I&#8217;m thrilled to introduce an exciting new feature that will revolutionize how you store and manage information about your contacts. Say hello to Custom Fields!</p>
<p>Podium has always been about empowering businesses to better connect with their customers, and now with Custom Fields, we&#8217;re taking that connection to a whole new level.</p>
<h2>What are Custom Fields?</h2>
<p>Custom Fields allow you to store specific, tailored information about your contacts directly within Podium. Whether it&#8217;s industry-specific details, departmental data, or unique identifiers specific to your business, Custom Fields give you the flexibility to capture and utilize the information that matters most to you.</p>
<p><img loading="lazy" decoding="async" class="wp-image-34572 size-full aligncenter" src="https://cms.podium.com/wp-content/uploads/2024/02/custom-fields-1.png" alt="" width="1999" height="1730" srcset="https://cms.podium.com/wp-content/uploads/2024/02/custom-fields-1.png 1999w, https://cms.podium.com/wp-content/uploads/2024/02/custom-fields-1-300x260.png 300w, https://cms.podium.com/wp-content/uploads/2024/02/custom-fields-1-1024x886.png 1024w, https://cms.podium.com/wp-content/uploads/2024/02/custom-fields-1-768x665.png 768w, https://cms.podium.com/wp-content/uploads/2024/02/custom-fields-1-1536x1329.png 1536w, https://cms.podium.com/wp-content/uploads/2024/02/custom-fields-1-578x500.png 578w, https://cms.podium.com/wp-content/uploads/2024/02/custom-fields-1-360x312.png 360w, https://cms.podium.com/wp-content/uploads/2024/02/custom-fields-1-160x138.png 160w, https://cms.podium.com/wp-content/uploads/2024/02/custom-fields-1-350x303.png 350w, https://cms.podium.com/wp-content/uploads/2024/02/custom-fields-1-100x87.png 100w, https://cms.podium.com/wp-content/uploads/2024/02/custom-fields-1-396x343.png 396w" sizes="(max-width: 1999px) 100vw, 1999px" /></p>
<h3>How do Custom Fields work?</h3>
<p>Setting up Custom Fields is quick and easy. Simply navigate to your Podium settings, head to the Contacts tab, and select Custom Fields. From there, you can choose from a range of pre-made fields tailored to various industries or departments. And if those don&#8217;t quite fit the bill, no worries—you can create up to 8 custom fields of your own.</p>
<p>Once your fields are set up, it&#8217;s time to start populating them with relaevant information for each of your contacts. This means you can personalize your interactions like never before, making every conversation feel tailored and meaningful.</p>
<h3>Unlocking the Power of Custom Fields</h3>
<p>But here&#8217;s where it gets really exciting. With Custom Fields in place, you can now leverage that data to supercharge your messaging efforts. Imagine being able to send targeted reminders, personalized offers, or specific updates—all without ever having to switch between systems or copy/paste information.</p>
<p>For example, let&#8217;s say you need to remind a customer about their upcoming appointment. With Custom Fields, you can simply enter a colon followed by the custom field name, and Podium will automatically pull in the relevant information for you. It&#8217;s quick, it&#8217;s seamless, and it&#8217;s incredibly powerful.</p>
<h3>Saving Time, Streamlining Processes</h3>
<p>But perhaps best of all, Custom Fields save you time. No more hunting for crucial details or juggling multiple platforms. Everything you need is right there in Podium, making your workflow smoother and more efficient than ever before.</p>
<h3>New Functionality: Templates and CSV Upload</h3>
<p>But wait, there&#8217;s more! In addition to streamlining your messaging, Custom Fields now offer template integration functionality. This means that once you&#8217;ve crafted a message using a custom field, you can save it as a template for future use in the inbox. Whether it&#8217;s confirming appointments, following up on leads, or sending personalized offers, you can now do it all with just a few clicks.</p>
<p>And that&#8217;s not all! With Podium&#8217;s CSV upload feature, you can quickly and easily import your contacts along with their custom attributes. Simply navigate to the Contacts tab, select Upload, and follow the prompts to ensure your custom field data is appropriately formatted. Once uploaded, you can send targeted messages to specific groups of contacts based on their attributes—like confirming appointments for tomorrow, for example.</p>
<h3><img loading="lazy" decoding="async" class="aligncenter wp-image-34573 size-full" src="https://cms.podium.com/wp-content/uploads/2024/02/custom-fields-2.png" alt="" width="1721" height="1136" srcset="https://cms.podium.com/wp-content/uploads/2024/02/custom-fields-2.png 1721w, https://cms.podium.com/wp-content/uploads/2024/02/custom-fields-2-300x198.png 300w, https://cms.podium.com/wp-content/uploads/2024/02/custom-fields-2-1024x676.png 1024w, https://cms.podium.com/wp-content/uploads/2024/02/custom-fields-2-768x507.png 768w, https://cms.podium.com/wp-content/uploads/2024/02/custom-fields-2-1536x1014.png 1536w, https://cms.podium.com/wp-content/uploads/2024/02/custom-fields-2-600x396.png 600w, https://cms.podium.com/wp-content/uploads/2024/02/custom-fields-2-360x238.png 360w, https://cms.podium.com/wp-content/uploads/2024/02/custom-fields-2-160x106.png 160w, https://cms.podium.com/wp-content/uploads/2024/02/custom-fields-2-350x231.png 350w, https://cms.podium.com/wp-content/uploads/2024/02/custom-fields-2-100x66.png 100w, https://cms.podium.com/wp-content/uploads/2024/02/custom-fields-2-520x343.png 520w" sizes="(max-width: 1721px) 100vw, 1721px" /></h3>
<h3>Get Started Today</h3>
<p>Ready to unlock the full potential of your CRM experience? Head to your Podium settings now and start harnessing the power of Custom Fields. Your customers—and your productivity—will thank you for it.</p>
<p>Here&#8217;s to better connections, personalized experiences, and a more efficient way of doing business. Welcome to the future of CRM with Podium Custom Fields.</p>
