The Fields apply to your contacts and are the format your information is stored in Patch.
Did you know you can create additional fields for your contacts to help keep information on file and organized?
So if you want to include information on file for a field that does NOT exist, this article will walk through how to create a new field!
Let's start by navigating to the Account Settings, and then the 'Fields' option.
Note: Account-level fields can be found under General Fields.
You can add / view / edit fields that contain specific data.
* IF edit/delete is not available then these are default and cannot be changed or removed.*
Remember that these are the same fields that are stored on each of your Contacts and can be viewed in the Contacts module within each Contact Profile.
The 'Fields' page will show the three columns:
If you do not see the field you are looking for you can adjust the fields being displayed by clicking on the Column View icon.
(This ALSO applies in the 'Contacts' module, where you can adjust the fields being displayed)
When the Fields page opens up, it will show the list of ALL fields in the account.
They are separated by three different characteristics:
- Name - The Name of the field, ex. First Name
- Type - There are 9 different field types, some have multiple options
- Key - The internal name of which can be identified in Patch Retention
To create a new field, click on the (+) icon in the lower right corner
To the left of the Field may be icons that allow you to edit or delete the Field.
The lock icon refers to the permissions restricting that field.
Some fields can only be edited from within the Master account.
However, not all accounts have a 'parent / child' account set up.
Create a New Field
When Creating a New Field, it will ask to Enter a Name for the Field, rename the Field Key is optional, and Select a Field Type.
Notice that the Field Key is automatically filled in based on the Field Name.
However, you can still edit this Field Key to be labeled something different than this default name that auto-fills.
Once a Field Key has been created, it is no longer editable.
Only on this screen can you change the name of the field key to something different than the default.
Once you have named the Field and its Key, it is time to choose a Field Type.
There are 9 different Field Types:
This field is used for products, categories, customer preferences, or any other information that can be saved via text.
If needed you can add multiple options to choose from.
Adding multiple options here will be how to make a drop-down menu appear to choose these options from. There are a variety of different needs for multiple options, but it is NOT required.
This field is used for numerical data only. For this field, it will not accept text and is also limited to 8 characters.
You have the same additional options here. Add additional fields can be added if needed, and also the checkbox to store multiple values.
This is where the numerical value for the Loyalty/Rewards Points are kept.
The amount can increase or decrease depending on the points awarded and offers redeemed.
Every Patch account comes preloaded with the Punchcard field that is automatically used for the Loyalty & Rewards program. There will not be a need to create additional punchcards, although it is possible to do so. If there are multiple punchcards on the account, then be sure to specify which punchcard applies to which offer so points are awarded correctly.
Note: Before creating an additional Punchcard field, please reach out to email@example.com
This is a field that only allows a date to be set.
Birth dates, visit dates, anniversaries, appointments are reasons this field is used.
This can be set up for input in different formats. Can use ‘MM/DD’ but by default is stored as ‘YYYY-MM-DD’
This field will automatically track the date and time an event or action occurs.
When created, this field must be tied to an event or automation.
This will only give options to check the box or not.
Often this field is used for things like opt-ins, documents signed, and agreement/consent.
The information would be stored as:
Yes/No / or Empty (Unselected)
When this field is added it gives the option for the customer to take a picture from the camera or select an existing image from the photo library.
Again, here, you could select the box to ‘Allow multiple values to be stored in this field’, if you wanted to be able to have multiple pictures on file.
‘Password’ (not used for Shopify Merchant accounts)
This is typically only used for the Contact Portal or API.
If a value exists it will be blocked out ******** but still show that there is an entry.
‘Object’ (not used for Shopify Merchant accounts)
This field is not commonly used. Typically this is the available option for usage for things such as adding multiple children, appointment notes, or adding a minor waiver.
Account Settings Overview