Custom Advocate Fields

Custom fields let you collect and display additional information about your advocates beyond the standard profile fields.

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Creating a Custom Field

1. Go to Settings > Custom Advocate Fields
2. Click Add Custom Field
3. Fill in the field details:
   • Label — the name shown to admins and advocates
   • Identifier — used in merge variables (auto-generated from the label if left blank)
   • Response Type — Short Text, Long Text, or Select (dropdown)
   • Field Placement — Account (internal) or Profile (public profile page)
   • Advocate Access — Hidden, Read Only, or Editable
   • Output Format — how the value is displayed (see below)
4. Click Create Custom Field

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Output Format

The output format controls how a custom field value is displayed on profiles, account pages, and admin detail views. There are three options:

Raw Value

The default. Displays exactly what the advocate entered with no formatting applied.

Custom Plain Text

Wraps the advocate’s value in a plain text template. Use {{value}} as a placeholder for the advocate’s input.

Example template: Code: {{value}} If the advocate enters ABC123, it displays as: Code: ABC123

Custom HTML

Wraps the advocate’s value in an HTML template. Use {{value}} as a placeholder. The HTML is rendered on the page, so you can create links, styled text, or other HTML elements.

Example template: <a href="https://example.com?code={{value}}">Get Discount</a> If the advocate enters SAVE20, it renders as a clickable link pointing to https://example.com?code=SAVE20.

The advocate’s value is always HTML-escaped before being inserted into the template. This means advocates cannot inject scripts or other HTML through their input.

The template itself is rendered as-is. Make sure your template HTML is correct and does not include untrusted content.

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Merge Variables

Each custom field creates a merge variable you can use in message templates. The format is {{advocate_custom_field_<identifier>}}.

For example, a field with the identifier coupon_code creates the merge variable {{advocate_custom_field_coupon_code}}.

Merge variables always use the raw advocate value, not the formatted output. Formatting only applies to profile and account page display.

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Where Custom Fields Appear

Location	Who sees it
Admin advocate detail page	Admins always see all fields
Advocate account page	Advocates see fields with Read Only or Editable access
Advocate profile page	Public visitors see Profile-placement fields with values

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Editing and Deleting

1. Go to Settings > Custom Advocate Fields
2. Click on the field name to edit
3. Update any settings and click Update Custom Field
4. To delete, click Delete and confirm

Changing a field’s identifier will break any message templates that reference the old merge variable. Update those templates after saving.