Wtflo Help Centre / Documentation
Wtflo guide

Custom data fields

Extra columns for your business data.

What it is

Extra columns on contact profiles.

Tenant menu: Left sidebar → Contacts → Data Fields

As a partner

Plan field schema upfront for integrations — renaming later breaks automations referencing old keys.

Step-by-step (for your customers)

In the Contacts menu, select Data Fields.

Add field name, type (text, number, date, dropdown).

Fields appear on contact forms and import mapping.

Use in automation Response Saver and segments.

Common mistakes

Skipping WABA connection before using this feature.

Missing role permissions — if menu item is hidden, check agent role in Admin.

Testing with production contacts before validating in a small test segment.

Related

Integrate WABA

Dashboard overview

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