How To Add Custom Fields and Tags to your list

Custom fields allow you to store additional information about your subscribers beyond the default fields (Email, First Name, and Last Name). Collecting this information at signup or via CSV upload enables you to create more targeted segments, personalize campaigns, and better understand your audience. Segments are groups of subscribers based on specific conditions, and custom fields play an essential role in defining these segments. More details about segments can be found in the next section.

There are 2 ways to create custom fields:

1. Via CSV Upload

Provide a column header with the values in the column and upload the .csv file

2. Create them manually:

Click SETTINGS > CUSTOM FIELDS in the sidebar menu.

Click ADD NEW FIELD and select a field type. These field types will display in your signup form. You can hide them by clicking VISIBILITY > HIDDEN.

Enter the field label in the field provided.

Enter the tag value in the field provided. Tags can be used when creating segments, including them as an option in a sign-up form as well as being used in a template tag to display the value.

NOTE: The tag needs to be in capital letters without any spacing.

To check the existing tags in your list:

1. Log in to your Mail Blaze account. From the top navigation menu, click LIST , then select LIST again from the dropdown.

2. Choose the name of the LIST you want to view the tags.

3. Within your selected list, click on SETTINGS.

4. From the dropdown menu, select CUSTOM FIELDS.

On this page, you’ll see three default fields:

• Email
• First Name
• Last Name

Adding a New Custom Field

To add a new custom field:

1. Click the ADD NEW FIELD dropdown.

2. Choose the type of field you want to add. Available options include:

• Text - For short text input.
• Dropdown – Allows subscribers to choose from a list of predefined options.
• Date / Datetime – Ideal for storing birthdays, appointment dates, or event schedules.
• Textarea – Designed for longer text input, such as comments or additional notes.
• Checkbox – Useful for capturing preferences, subscriptions, or consent options.
• Number – Suitable for numeric values such as quantities, age ranges, or other number-based data.

Example: Adding a Text Field

Let’s walk through an example using a Text field.

Label

• Enter a Label (e.g., Country). -This is the name subscribers will see on the subscription form. -Use clear, easy-to-understand labels to avoid confusion.

Tag

• Assign a Tag to the field (e.g., CNT).
• Tags are used internally for personalisation and segmentation.
• Keep tags short, simple, and closely related to the label.

Required

The Required dropdown determines whether subscribers must fill in this field when signing up through a subscription form.

• Yes: The field must be completed before submission.
• No: The field is optional.

For example, if “Country” is not required, subscribers can leave it blank when joining your list.

Visibility

The Visibility option controls whether subscribers can enter their own data into the field when completing the form.

• Enable this if you want subscribers to provide their own information.
• Disable it if the field should not be editable by subscribers.

Sort Order

Use the Sort Order dropdown to control the order in which custom fields appear on your subscription form. This helps create a more logical and user-friendly form layout.

Help Text

The Help Text field allows you to provide guidance to subscribers.

For example: Please enter your country.

This is useful if you want to clarify what type of information is required.

Default Values

If a subscriber signs up through a web form and does not complete a field:

• A Default Value will automatically be assigned.
• A Default Merge Tag Value will also be applied for personalisation purposes.

Once you’ve completed all the required fields, click SAVE CHANGES. Your custom field will be added to the list.

You can repeat these steps to add additional custom fields as needed.