Global fields are essential tools for organizing and mapping data effectively, whether for specific meetings or contacts. This article will guide you through understanding global field types, creating new fields, and saving guest information to global fields.
Understanding Global Field Types
When creating global fields, it's crucial to determine whether they will be for data in a Meeting field for specific meetings, or in a Contact field for Contact records. Here's how they differ and when to use each:
Meeting Fields
Use Meeting Fields for information that is unique to a specific meeting, such as:
- Details about the purpose or context of the meeting.
- Mapping data to Salesforce Event and Case fields.
- Mapping data to Hubspot Meeting fields.
Contact Fields
Use Contact Fields for information that identifies or describes the individual, such as:
- Personal details, like name and email.
- Mapping data to Salesforce Contact or Lead fields.
- Mapping data to Hubspot Contact fields.
How to Create a New Global Field
Accessing the Library
- Click on the gear icon in the top right.
- Select Field Library from the dropdown
Creating a new field
- Click on Create field in the top right in the Field Library.
- Enter the field details:
- Object Type: Choose what type of guest information the field will capture.
- Field Label: Label for reporting and external pages.
- Data Type: Choose the type of data the field will capture.
- Field Name: A distinct identifier for the field, used for API and integration purposes.
- Description: Description of what the field is for (Optional)
- Click on Save.
How to Save Guest Information to Global Fields
Guest data can be saved into Global fields across all our products, such as Booking Calendars, Routing Forms, Chatbots, and Booking Pages. For a detailed guide on mapping to Global fields based on your product, please refer to the following articles.
