Meta Data

Custom Fields Overview

Using Custom Fields to capture additional information in Commerce7

In this article

Custom Fields Overview (VIDEO)

What are Custom Fields?

Types of Custom Fields

How are Custom Fields Used?

Reporting on Custom Fields

Creating embedded, shareable links using Meta Data

Free Training Friday: Meta Data/Custom Fields Magic


Custom Fields Overview

 


What are Custom Fields?

Custom Fields are a way to collect information that Commerce7 does not automatically collect by default. 

When you collect this additional information, you can analyze and report on it.

  • Example: You want to track which hotel concierge is sending you the most valuable guests. You can add Custom Fields to Orders so that concierge information can be recorded (and then reported on later). 


Types of Custom Fields

Depending on the specific information you want to collect, you will choose the applicable Custom Fields Type. Click on the 'Learn more' links to dive into specific use-cases.

Allocations - Learn more Orders - Learn more
Club Memberships - Learn more Products - Learn more
Collections - Learn more Reservations - Learn more
Customers - Learn more Reservation Experiences - Learn more
Customer Addresses - Learn more  

 


How are Custom Fields being used?

Custom Fields serve as a versatile and potent tool for enhancing your reporting capabilities. Its uses vary from straightforward to highly innovative.. 


Common Uses

Thinking outside of the box

  • How'd you hear about us? (Order Custom Fields) Learn more
  • Spouse's Name (Customer Custom Fields) Learn more
  • Expanded Tasting Notes (Product Custom Fields) Learn more

 


 

Reporting

There are a couple of ways to report on Custom Fields.

  1. Exports - Order exports, Customer exports, Club Membership exports, etc include columns for Custom Fields.
    Screen Shot 2024-07-09 at 11.10.08 AM

  2. Dynamic Tags - You can define Custom Fields as a condition for Dynamic Tags. From there, you can use filters or create Queries.
    Screen Shot 2024-07-09 at 11.05.25 AM