Custom Fields

As a brand, you can either import standard retailer data (business name, address, etc.) into Promoboxx or allow retailers to fill out their information during enrollment. If you do import this standard data, retailers will simply confirm or update their information during enrollment. 

You likely have additional information beyond this standard retailer data that you would like to house in Promoboxx. This custom information can be used to intelligently segment your Promoboxx reporting, campaign invitations, communications, and more.

Custom information may include:

• Retailer Specific URLs
• Key/Top Account
• Marketing Contact
• Product Lines/Inventory
• Preferred Social Channels
• Region/Territory
• Sales Rep Name
• Store ID

All of this data can be housed in Promoboxx as custom fields, enabling you to better serve, filter, and report on your retail network. If you already have this information, you can import it into Promoboxx alongside your standard retailer data. If you do not have access to this information, the Promoboxx retailer enrollment flow is a great chance to gather retailer data 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...

Interested in setting up custom fields?

1. Decide on the Display Name. This is how the field is labeled.
2. Decide on the Input Type. Your custom field can be set up as a:
   1. Text Field (limited characters)
   2. Text Area (less limited characters)
   3. Dropdown
   4. Radio Button (toggle between 1 answer or another)
   5. Checkbox
3. Decide whether the field should be Optional or Required.
4. Should this be a Unique field? A unique field requires that no two retailers have the same information in this field; a unique ID.
5. Decide on Retailer Permissions:
   1. Editable (retailers can adjust)
   2. View Only (retailer can see the data, but not edit)
   3. Hidden (retailer cannot see the custom field, but the data is still visible and filterable to you as a brand)

Once you've decided on your custom fields, email your Onboarding Specialist for set up. Have additional fields to add after launching? Email your Customer Success Manager to coordinate!