Contacts & Data FEATURE

Custom Fields & Tags

Turn contact data into more organized, relevant customer journeys.

Use custom fields and tags to organize contacts and flows, filter important data, personalize messages, and give your team a clearer view of each audience.

Get Started

Key Capabilities

Custom contact fields

Store supported information that reflects the attributes and context important to your business.

Contact and flow tags

Label and organize related records using flexible, reusable tags.

Data filtering

Narrow contacts and flows using available fields, tags, and configurable views.

Message personalization

Use supported contact information to make reusable email and SMS templates more relevant.

Field validation

Maintain more dependable data with appropriate field configuration and validation.

How It Works

Define the information

Identify the contact or workflow details that are useful to your team.

Create fields and tags

Configure the supported custom fields and tagging conventions needed by the workspace.

Add data to records

Apply the appropriate values and tags to contacts or flows.

Filter and personalize

Use the organized data in supported views, messages, and workflow conditions.

Refine the structure

Update naming and organization practices as your audience and campaigns evolve.

Use Cases

Contact organization: Add meaningful business information beyond basic names and addresses.
Campaign grouping: Tag contacts or flows around campaigns, lifecycle stages, teams, or business priorities.
Message personalization: Insert supported contact details into reusable email and SMS templates.
Workflow decisions: Use available fields or tags in supported conditional campaign paths.
Workspace management: Configure table columns and filters around the information your team uses most.
Data consistency: Validate custom information and apply clearer conventions across contact records.

Useful customer data should make marketing easier—not leave your team searching through inconsistent records and spreadsheets.

Custom Fields & Tags help organize the information behind your DripDrop workflows. Add meaningful details to contact records, group related contacts and flows, filter the information your team needs, and use supported data to make campaign messages more relevant.

The result is a more useful contact database and a clearer foundation for automation.

Store the information that matters to your business

Every business understands its audience differently.

Custom fields let your team capture supported information beyond standard contact details. Store the attributes that help explain who a contact is, what they need, or how your team should communicate with them.

Instead of forcing every audience into the same limited record structure, DripDrop can reflect more of the information your workflows rely on.

Organize contacts and flows with tags

Tags provide a flexible way to label related records.

Use them to organize contacts around meaningful characteristics or keep flows grouped by campaign, lifecycle stage, team, or another practical convention. A consistent tagging approach makes it easier to find and manage the right records as your DripDrop workspace grows.

Find the data your team needs

Filtering becomes more useful when contact and workflow data is consistently organized.

Use supported custom-field values and tags to narrow records and focus on the contacts or flows relevant to the task at hand. Configurable table columns can help your team surface useful information without treating every record the same way.

This page does not promise a full predictive segmentation engine or customer-data platform.

Personalize campaign messages

Generic messages are easier to ignore.

Use supported contact information as personalization variables in email and SMS templates. A reusable template can adapt available details for the recipient while remaining part of a consistent automated workflow.

Custom fields provide the data; the Email & SMS Template Builder controls how that data appears in the finished message.

Support more relevant workflow paths

Organized contact information can also support conditional workflow decisions where the relevant field or tag is available.

Different contacts may need different follow-up based on their information, reachability, consent, engagement, or other supported conditions. Custom fields and tags help provide useful context for those decisions without requiring a separate workflow for every contact.

Keep data dependable

Custom data is only useful when it follows a predictable structure.

Field configuration and validation help teams maintain more consistent information. Clear names, appropriate field types, and agreed tagging conventions make contact data easier to understand and use across campaigns.

Why teams build on Drip Drop

Drip Drop is bring-your-own-account automation: you keep your own sending reputation, pricing, and data, and Drip Drop handles the flows, templates, contacts, and reporting on top — no marked-up credits, no lock-in.

Frequently Asked Questions

What are custom fields in DripDrop?

Custom fields store supported information beyond the standard details available on a contact or other applicable record.

What are tags used for?

Tags provide flexible labels that help teams organize and find related contacts, flows, or other supported records.

Can custom fields personalize messages?

Supported contact information can be used as personalization variables in applicable email and SMS templates.

Can I filter contacts using custom fields and tags?

DripDrop supports using available fields, tags, and configurable views to help teams find relevant records.

Can custom fields affect workflow paths?

Supported field and tag information may be used in applicable conditional workflow rules.

Does this include predictive segmentation or lead scoring?

No. This page describes organization, filtering, personalization, and supported conditional data—not predictive segmentation or lead-scoring capabilities.