How to Add Custom Fields to a Contact Record (and Use Them in a Campaign)

Custom fields in Rally Corp let you store and use additional data about your contacts—such as donor history, event attendance, or membership level—to personalize messages and segment audiences for better campaign performance.

What Are Custom Fields?

Custom fields are additional data points you can associate with each contact record. These fields are useful for tailoring your outreach and targeting messages more precisely. For example, you might include fields like:

last_donation_amount
membership_level
event_attended
region or chapter_affiliation

How to Add Custom Fields

There are three primary ways to add custom fields in Rally:

1. CSV Import

When importing a list of contacts:

Include the desired custom fields as columns in your CSV.
During the import process, select “Create Custom Field” when prompted.
Rally will automatically create the field and apply values to each contact.

2. API Integration

If you’re using our API:

Pass custom fields in your contact creation or update request.
Use the custom_fields object to specify field names and values.
These fields will be stored with the contact record and available for use in segmentation and personalization.

See API Docs →

3. Connected CRM or Integration

If you’ve integrated Rally with a CRM such as Virtuous, HubSpot, or Salesforce:

Custom fields can be synced during setup.
Contact us at [email protected] to request additional fields be included in your sync configuration.

Using Custom Fields in Campaigns

Personalize Messages

Custom fields can be inserted into message content using merge tags.

Example:
Hi {{first_name}}, thank you for your recent donation of {{last_donation_amount}}.

When the campaign is sent, each contact will receive a personalized version of the message.

Segment Your Audience

You can filter your audience based on custom field values to send targeted messages.

Example filters:

membership_level = Gold
last_donation_date > 90 days ago
region = Midwest

This ensures your outreach is relevant and timely.

Note: Custom field filters are not available for all accounts. Please contact us if you would like this enabled for your account.

Need Help?

If you need assistance adding custom fields through your import, integration, or API connection, contact us at [email protected] or chat with us through the RallyBot in your dashboard.