Custom Client Fields

Contents

Introduction

Organise your client information more effectively with Custom Client Fields. You can set up text, date, and dropdown fields to capture specific details for each client. This provides a more organised way to manage client information beyond Notes and Groups.

Text Field: Capture any custom information, such as preferred meeting location, special interests, and other key information.
Number Field: Log numerical client information, such as opportunity size, client budget, order ID, and order size.
Date Field: Track important dates, such as contract start dates and renewals.
Dropdown Options: Select a predefined option to categorise your clients, such as sales stages, or the type of product/service they are interested in.

These fields help to simplify information entry, and keep the most important client information organised and accessible at a glance.

Managing your Custom Client Fields

To view your Custom Client Fields, tap the Account icon in the footer, followed by Settings > Custom Client Fields.

Your Custom Client Fields List shows all fields that you have created. Tap on a field to view options to edit the field, move its position, hide it from client details, or delete it.

Tap the + Add new field button at the top to create a new Custom Field.

Note that only Privyr team admins can access the Custom Client Fields page.

Creating Custom Fields

Tap the + Add new field button at the top of your Custom Fields List to create a new Custom Field. Select from 3 field types: Text, Date, and Dropdown options.

a) Text Field

Text fields allow you to capture custom information for every client, such as preferred meeting locations, special interests, and other key information. When creating a text field, enter the following:

Custom Field Title: The field title that will be displayed in Client Details

b) Number Field

Number fields allow you to log numerical client information, such as opportunity size, client budget, order ID, and order size. When creating a number field, enter the following:

Number Field Title: The field title that will be displayed in Client Details
Prefix: An optional prefix that will be displayed in client details (e.g. $1000)
Suffix: An optional suffix that will be displayed in client details (e.g. 5,000 units)

c) Date Field

Date fields allow you to track important dates for every client, such as contract start dates and renewals. When creating a date field, enter the following:

Custom Field Title: The field title that will be displayed in Client Details
Notifications: Choose if and how often you want reminders for this field
- Every Year: Get a yearly reminder on this date
- Only on the selected year: Receive a reminder for this date just this year
- Never: Disable notifications for this field
Notification Timing: Set when to receive alerts as the date approaches. You will be notified according to your Default Follow Up Time. If no toggle is enabled, no notifications will be sent.
- On the Date: Receive an alert on the exact date
- 1 day before: Get notified 1 day in advance
- 1 week before: Get notified 7 days in advance

Setting Up Automated WhatsApp Sequences Based on Custom Date Fields

You can trigger a WhatsApp Sequence based on any custom date field – including a lead’s birthday, contract renewal date, anniversary, and more.

Without having to remember to do it yourself, this allows you to perfectly follow up with your lead for every important event at exactly the right time, such as:

🎂 Birthdays & anniversaries: Celebrate your lead’s milestones, send them special offers, and trigger the next steps to keep the conversation going

🏡 Lease renewals: Managing rental properties or any type of recurring contracts? Start renewal conversations weeks or months before the lease ends

📅 Appointment reminders: Remind clients ahead of time and help them prepare

This works with both automated & manual sequences, and you can decide what happens when an important date arrives.

With an Automated WhatsApp Sequence, Privyr can help you:

Send a single WhatsApp message for greetings, special offers, or important updates.
Send a series of messages over multiple days, weeks, or months to nurture the relationship and move the conversation forward.

You can also automatically trigger a Manual Sequence based on specific date fields, which is useful if you prefer to call clients about special events like lease renewals. You’ll receive reminders to follow up by phone call, SMS, or however you prefer, at exactly the right time.

This can be set up using the Privyr mobile app or Privyr web:

Go to your Content tab > Sequences
Create a new sequence, either Automated WhatsApp Sequence or Manual Sequence
Add steps to your sequence
Click ‘Add Automated Triggers’ > ‘Client Date Field Triggers’
Click ‘Create Custom Date Field’ to create a new date field, such as Birthday, Anniversary, Viewing Date, Lease Renewal Date, Policy Expiry Date, and more
Set up the Date Field options:
- Notifications – this will notify you when a client’s selected date occurs, with the following options:
  - Every year
  - Only on the selected year
  - Never (no notifications)
- Notification Timing – this will notify you when a client’s selected date is approaching, with the following options:
  - On the date itself
  - 1 day before
  - 1 week before
- Automatically Add To Sequence – this will automatically add the client to a sequence when a client’s selected date is approaching, with the following options:
  - Select the appropriate Sequence
  - Set the day and timing when the lead is added to the Sequence:
    - On the date itself
    - Select custom days before
  - Set the recurring option:
    - Every year
    - On the selected year
- Automatically Fill from Lead Data – you can enable this to automatically populate this field from new lead submissions. This requires your lead form field to exactly match the name of the Date Field.
Click SAVE CUSTOM FIELD
Lastly, go back to your Sequence to Activate Sequence

That’s it! Once you update the custom date field for every lead, Privyr will automatically follow up as the date approaches by sending a WhatsApp message or notifying you to reach out personally, based on how you’ve set things up.

There’s no need to track important dates manually or set your own reminders, as Privyr monitors each lead’s date field for you and takes action exactly when it should.

You can find more details about Automated WhatsApp Sequence here.

Dropdown Options allow you to select a predefined option to categorise your clients, such as sales stages, or the type of product/service they are interested in. When creating a dropdown field, enter the following:

Custom Field Title: The field title that will be displayed in Client Details
Dropdown Options: The list of options for this field

Using Custom Client Fields

Select a client from your Client List to view their custom fields. Tap on a custom field to enter or edit the value.

a. When you tap on a Text Field or a Number Field, you will be prompted to type a value into the field
b. When you tap on a Date Field, you will be prompted to select a date
c. When you tap on a Dropdown Field, you will be prompted to select one of the pre-defined options

Updated on August 28, 2026