Custom Fields

As a brand, you can import standard retailer data (business name, address, etc.) into Promoboxx, or have retailers fill it in themselves during enrollment. If you import this data, retailers simply confirm or update it as part of enrollment.

Beyond that standard data, you likely track additional information you'd like to house in Promoboxx too. This custom information can be used to segment your reporting, campaign invitations, and communications more intelligently.

Custom information may include:

• Key/Top Account
• Product Lines/Inventory
• Language Preferences
• Region/Territory
• Sales Rep Name
• Store ID
• Retailer-Specific URLs

Any of this data can be stored in Promoboxx as custom fields, giving you better ways to serve, filter, and report on your retail network. If you already have this information on hand, import it alongside your standard retailer data. If not, the enrollment flow is a great opportunity to collect it directly from retailers for the first time.

Retailers will be asked to complete the custom fields you create during enrollment. Here is an example of custom fields shown during a retailer's enrollment in Promoboxx...

Setting Up Custom Fields 

Interested in adding custom fields to your retailer network? If you haven't launched yet, contact your Onboarding Specialist. If you've already launched, reach out to your Customer Success Manager. They'll need the following information to get set up:

1. Display Name - how the field will be labeled.
2. Optional or Required - decide whether retailers must complete it.
3. Unique - should this field require a distinct value per retailer (e.g., a unique ID)?
4. Retailer Permissions - choose one:
   • Editable (retailers can adjust)
   • View Only (retailers can see it, but not edit)
   • Hidden (retailers can't see it, but it's visible and filterable to you - these are useful for internal-only data like Dealer Number or Dealer Status; information you want to filter and target with, but don't need (or want) retailers to see during enrollment or in their dashboard.)