About Custom Fields

Custom Fields are custom data items, particular to your organization, that you collect from your partners. They supplement the default information that Unifyr collects as part of its standard business processes. Certain common fields, for example, user language selection, can be included as custom fields to facilitate updating the available options.  You may choose to make custom fields visible as an internal-only field via Unifyr Admin, editable by partners via the partner portal, or both.

You can also add custom fields to forms. For more information, see Form Configuration.

There are six available categories for Custom Fields. Creating Custom Fields in each of these categories and its subcategories determines where these fields are applied. 

• Partner User - Appear in the User Profile in the Unifyr Admin Partner Explorer and can be added to the Create User/Edit User forms for the partner portal. You can also create custom forms that include these fields to request or log custom information about your partners' users. For more information, see Custom Forms.

  You can add placeholders (merge tags) to dynamically generate the value of custom Partner User fields when creating/editing Emails, Popups, Custom Pages, and the partner portal footer.

• Partner - Appear on the Partner Registration form, in the partner’s Company Profile, or in the Invitation to join the partner portal. You can also create custom forms that include these fields to request or log custom information about your partners. For more information, see Custom Forms.

  Custom Partner fields can be used in other areas too:

  • Use your custom Partner fields to create unique experiences for your partners - include them in Partner Groups to segment access to site views, onboarding plans, events, content, etc. For more information, see About Partner Groups.
  • You can also include custom partner fields for filtering in a Partner Locator (if your system supports Locators). For more information, see About Partner Locators.
  • You can add placeholders (merge tags) to dynamically generate the value of custom Partner fields when creating/editing Emails, Popups, Custom Pages, and the partner portal footer.
• Lead - Are applied in the Lead Registration process. Custom Lead Fields are broken down into these subcategories: Contact, Register, Accept, Reject, Feedback, and Unqualified/Invalid.
• Deal - Are applied to the Deal Registration process. Custom Deal Fields are broken down into three subcategories: Deal Types, Deal Fields, and Deal Stages.
• Account - Used to collect and share additional information about End Customer Accounts (Managed Accounts) for deals.
• Deal Line Item - Used to collect additional information when suppliers/partners add line items to deals.
• MDF - Appear on the Claims and Pre-Approval forms.
• Custom Objects - You may see this option if your system supports custom information types. For information on managing fields for a custom object, see Custom Objects.

For example, you can create Custom Partner Fields to capture specific metadata, such as products that your partners may offer. When partner accounts are created, that Custom Partner Field can be used to capture this metadata. You can then use that information when creating a product-specific Partner Group and filter activities to partners that offer those products. You should work with your Customer Success Manager to define the fields that will work best to meet your channel requirements.

Unifyr provides the option to translate your Custom Fields into multiple languages. For more information, see Translate a Custom Field.

Learn more about each of the Custom Field categories in the sections below.

Intended Audience

Channel Operations Managers

Related Topics

• Form Configuration