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Customize Your Experience With “Custom Fields”

We get that one size doesn’t always fit all, and sometimes, you may want to set up custom labels or “fields” to keep track of certain things in your organization or campaigns. 

The custom fields you create are available across your organization so you can centralize and/or analyze the data that’s important to you.

Next, we’ll go over where you can create custom fields, as well as all the types of custom fields you can create within those locations.

There are three locations that custom fields are available:

1. Profile 

    a. Profile custom fields are displayed within a profile’s “About” section.
        AccessAdmin users 

2. Campaign (Custom fields are defined on a Global or Local-scale depending on Available for Admin users only)

    a. Campaign custom fields are displayed within the campaign’s “Details” tab.

    b. Campaign custom fields can be set up for all campaigns within an organization, as well as for specific campaigns.

        AccessOrganization-Wide Campaigns - Admin users

                    Localized Campaigns - Managers users

3. Creator

    a. Creator custom fields are displayed within a creator’s page in a campaign.

        AccessOrganization-Wide Campaigns - Admin users

                    Localized Campaigns - Managers users

Within those three locations, you can create seven types of custom fields:

1. Small Textbox

2. Dropdown Menu

3. Multi-Select Dropdown Menu

4. Date

5. Attachment

6. Large Textbox

7. Number

Now that you know what custom fields are, where you can place them, and what types of custom fields you can create, let’s move on to how to set them up!

How to Create and Use Custom Fields

All custom fields are available for setup within settings by clicking “+ Add Field”.

Once you create a custom field, it will be available for the aggregation of information in the following locations:

Profile → Within the “About” section of a profile

Campaign → Within the “Details” tab of a campaign

    a. You can also create campaign-specific custom fields within the “custom fields” tab in a specific campaign. These fields will only populate within that specific campaign.

        i. Admins will have the ability to create campaign custom fields on both a local and global scale.

        ii. Managers will have the ability to create campaign custom fields on a local scale.

Creator → Within a creator’s page for that specific campaign

    b. Multi-value

        i. Multi-value custom fields allow the user to add multiple sets of values for a single custom field. 

        ii. If multiple fields are included in a single custom field group, they will all be displayed along the same row.

Heads up: You can create required custom fields

    c. A field may be marked required for either campaign or creator custom fields.  This will not stop a user from saving the other information, as it is marked required from that user group’s admin, not a Tagger admin.

Real Examples of Customized Fields

Profile

    d. Date

        i. Example for custom field: “Birthday”

        ii. Brands sometimes like to send creators that they have worked with in the past a little gift basket of their product on their birthday. This is an easy way to keep     track!

    e. Attachment

        i. Example for custom field: “Rate card”

            1. A user can update this attachment with the creator’s rate card so they can easily click in and see what this given influencer typically expects from a price perspective for each post.

    f. Number

        i. Example for custom field: “Phone number”... pretty self explanatory :).

    g. Multi-value

        i. This function is useful for a scenario where a user may want to keep a running log of past meetings with a given influencer.  They may include the         dates of each meeting, the location in which the meeting took place, and any notes from the meeting.

Campaign

    h. Large Textbox

        i. A more in-depth explanation of the type of influencers the organization is looking to hire for this campaign.

    i. Dropdown

        i. Keywords that group campaigns so they may be queried in the future by an agency to extract insights (CPG, Entertainment, Fashion, Alcohol, Beauty).

Creator

    j. Multi-Select Dropdown

        i. Shows the type of posts asked of this creator for this campaign.  Photo, Story, Carousel, Video, etc.

    k. Multi-value (let’s use the birthday gift basket example for this one)

        i. Large Textbox, Dropdown, Date

            1. Large Textbox is the address

            2. Dropdown is whether the gift basket was shipped

            3. Date is the date that the product basket was shipped

                a. The idea here is that the brand is sending creators their product. With multi-value custom fields, the brand can keep track of the creator’s address, whether a gift basket was shipped, and the exact date that it shipped.

Integration

Profile

    l. Discovery

        i. Profile custom fields can be queried within Discovery under the “Profile” tab

            1. Take the birthday example used above, a user can query all creators that have birthdays in the next 2 months so they may prepare a gift basket full of their brand’s products to give to them as a birthday present.

Report Builder

        ii. Profile custom fields are available for display on reports within the “About” dropdown: 

Campaigns

        iii. Users will have the ability to query all campaigns within a project using custom fields.  This function allows the user to group campaigns using specific keywords as inputs to their custom fields to easily query these groups of campaigns








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