Custom Field Types
Where can they be used?
• Sales Opportunites
• Course Templates
• Event Templates
• They allow customisation
• You can restrict access to certain User Roles
• They can be set as a mandatory field
• Improved reporting
• Customisation of certificates
• Ensure compatability with exports and importing data
• Enable bespoke integrations with 3rd party applications
• In fact, they are so great....
Why are Custom Fields Great?
How do Custom Fields add value to
• Mail merge and christmas cards
• Exporting data from Administrate importing it into another application
• To ensure compliance with GDPR
• Marketing analysis
• Stay in touch with you customers
• Establish a relationship with your
• Revalidation of qualifications
• Expressed interest in an upcoming
• What is your most successful marketing campaign?
• Detailed analysis within Sales Opportunities
• Google analytics
• Google adwords
• Social media
• Banner ads
• Lead generation
• Local newspaper
• Report on it and invest time in the successful
Bespoke integrations with third party applications
Forgerock - Acclaim
• Acclaim is a digital badging platform
• Forgerock in collaboration with Pro
Servies have successfully integrated
• Custom fields on the Course Templates
stored the Badge ID
• Students fulfilled a criteria and Acclaim
issue a badge to the individual
• The badges are also displayed on the
individuals Linkedin profile
• Consider how custom fields can benefit your business
• Implement custom fields and streamline a workflow
• Utilise custom fields to export data from Administrate
• Explore the possibilities of integrating with another applcation
While you are at LITE schedule a one to one with:
• Account Management
• Pro Services
• Support Team
Please reach out to your account management team or the support Desk
(firstname.lastname@example.org) if you have any further questions.
We are here to help
Thank you and welcome. Today we are here to discuss Custom Fields What they are & how you use them How they add value to your business and how they can help you streamline your operations and grow your business
So, let's get into it...
Sorry for the definition; but really that is what they are They may not seem that complex; but custom fields are one of those small things that can make a signiifcant difference to the efficiency and productivity of your business.
Sorry again for the terrrible explanation; they look just like any other field in your CRM or Events - you have just customised them.
Custom fields can be used across the platfom and the range of Custom Field types are displayed in the Control Panel and give you flexibilty in how your store and manage your data.
Customisation – your business is unqiue, you have data you want to store and report on. CF give you this flexibility User access – to ensure only authorised members of staff are able to input and update sensitive information you can limit permissions for editing these fields Mandatory – they can be set to mandatory to ensure the additional important data is not forgotten
Dogfooding is when an organistaion uses its own product Administrate uses Custom Fields across the application and throughout all teams It is and they are integral to the operation of Administrate
We have covered the basics of Custom Fields and we can probably already see some value in incorporating them into your workflows But I want to provide you with a few examples of how we and a few of our customers use custom fields to build value in their organisations
This is a mandatory field pulling from Account level Filter by email – mail merge in outlook Filter by post - export addresses to label printer While christmas cards are thoughful – you can also use it to notify customers of revalidation of qualifications
Ensure that data used to import into other applications is in the correct format – Quickbooks Account id's or whatever other application you import data into – this is at account level This saves manual input when undertaking the import and reduces potential mistakes You can use SQA/AQA or any other accrediating body membership id's if you need to input data into their system
When GDPR came into play earlier this year – Administrate created and saved GDPR reports to all instances We are pulling GDPR related data from the Contact level to ensure that we are complying with GDPR regulations
Where do you achieve most marketing success – gather that data in Sales Opp's via custom fields and report on it
Certificates are a great opportunity to use custom fields You can include accreditation logos or numbers for both the participant and the instructor – making the cert unique
This certificate is displaying 6 custom fields – probably more than most, but I wanted to demonstrate to you how we can pull this information in the custom fields If you use an accrediation card – you can use a custom field to provide an expiration date
We are bringing in custom fields from Accounts, Contacts and the course level We are bringing in data that relates to the delegate, the instructor and that is specific to the course also This means you will only need to change the data in one location and the change will be global
Working with Proservices or your own team; you can use custom fields to hold external id's to hook into an application you would like to work with We have a Zoom integration that utilses the add-ons functionality and holds Zoom link on the event This can be sent out via communication triggers in branded emails to delegates
I have an example of a customer recently that completed a project with our Pro Servies team I won't give a lot of detail as Kevin is talking about it later today, but Forgerock have used custom fields to enable their integration with acclaim
It may not seem immediately obvious; but custom fields can create benefit to your oganistaion We strongly believe that custom fields can add value and assist you in growing your business Plan it out and run the experiement
And finally; we are here to help Please take advantage of this opportunity and reach out to us while you are at LITE