2 min readUpdated Oct 5, 2026customers, custom fields, personalization
Custom Fields
Create custom fields (custom attributes) in LeadPattern to store extra details on each customer — including List fields — and use them to personalize and segment.
Custom fields (also called custom attributes) let you store details about a customer that aren't built in — a plan tier, a city, a renewal date, a preferred language. You can personalize messages with them and filter segments on them.
Field types
Text and basic fields
Store free-form values like a city, a company name or a reference number.
ListA field with a predefined set of options (a sublist) — pick from a fixed list such as plan: Basic / Pro / Enterprise. Great for clean filtering.
Create a custom field
1
Open Customers
Go to Customers and open the custom fields area.
2
Add a field
Give it a clear name. A short, descriptive name makes it easy to find when personalizing and filtering.
3
Choose the type
Pick the type — for example List when you want a fixed set of options.
4
Add options for a List
For a List field, define the choices customers can be set to.
5
Save
The field is now available on every customer and in segment filters.
Set a value on a customer
Open a customer and fill in the field's value — type it in, or pick an option for a List field. Set values when you create or edit a customer, or map a column to the field during import. See
Import customersWhere custom fields pay off
Personalization
Map a template variable to a custom field so each message carries that customer's value. See
Template variablesSegmentationFilter a segment on a custom field — for example everyone whose plan is Pro. See
Customer segmentsWas this article helpful?
Your feedback helps us continuously improve our documentation.
Need more help with this topic?Ask LeadPattern Support
Related Articles
Customers
Create a Customer
Add a customer (contact) manually in LeadPattern — name, phone number and details — so you can message, tag and segment them.
Read article
Customers
Customer Tags
Tag customers in LeadPattern to label and organize contacts, then filter the inbox and build segments around those tags for targeted broadcasts.
Read article
Customers
Customer Segments
Group contacts into segments in LeadPattern using filters like tags and custom fields, then target them with broadcasts.
Read article
Templates
Template Variables
Use variables (placeholders) in WhatsApp templates in LeadPattern so one approved message reads individually for every customer — name, order, date and more.
Read article