People Custom Fields

Custom fields on people records let you track information specific to your business that isn’t covered by Statisfy’s standard fields. Define custom fields once and apply them across all contacts.

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Accessing People Custom Fields

Navigate to Admin > Settings > Object Manager, select the People tab, and go to the Custom Fields section.

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Prerequisites

Before creating custom fields:

• You need admin permissions or the “Manage Custom Fields” role
• If you plan to map fields to your CRM, ensure your CRM integration is connected and configured

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Creating a Custom Field

1. Click Add Custom Field
2. Configure the field:
   • Field Name — A descriptive label (e.g., “Preferred Language”)
   • Field Type — Select from the available types (see below)
   • Description — Optional help text shown when editing the field
   • Required — Whether the field must be filled when creating a contact
3. Click Save to create the field

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Field Types

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Editing Custom Field Values

You can edit custom field values in two ways: From the Person Detail Page:

1. Open a contact’s detail page
2. Find the custom field in the contact information section
3. Click on the field to edit its value
4. Save your changes

From the People List (Bulk):

1. Select multiple contacts using checkboxes
2. Click the bulk edit option in the action bar
3. Choose the custom field to update
4. Enter the new value
5. Apply the change to all selected contacts

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Managing Custom Fields

To edit or delete an existing custom field:

1. Navigate to Admin > Settings > Object Manager > People > Custom Fields
2. Click on the field you want to modify
3. Edit the field configuration or click Delete

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Email bounce and Outreach paused fields

Every contact has two Statisfy-owned Object custom fields that track whether you can reach them. Statisfy creates and fills these fields for you. You can show them as columns in the People grid, filter on their parts in segments, and edit them to correct or clear what Statisfy recorded. Email bounce marks a contact whose email address permanently failed. Statisfy sets Email bounce only when a bounce says the address doesn’t exist or can’t receive mail, such as an unknown mailbox or domain, or a disabled mailbox. It checks two places:

• Bounce notice: A bounce notice arrives for an email in a known conversation.
• SendGrid: SendGrid reports that a campaign email bounced, or dropped it because the address is invalid or previously bounced.

Temporary failures, a full mailbox, and a rejection based on the receiving server’s policy don’t set it. Statisfy clears the field automatically when the contact emails you again from that address. Outreach paused records that a contact asked a digital worker not to contact them until a date. A digital worker sets Outreach paused when a contact asks for quiet. The digital worker doesn’t send outreach to that contact before the Until date.

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How the fields affect outreach

• Campaigns automatically skip contacts with an Email bounce value, the same way they skip unsubscribed contacts.
• Campaigns don’t read Outreach paused. It only applies to digital worker outreach.

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Editing the fields

You can correct or lift either field. For example, fix the address and clear Email bounce, or end a pause early.

• In the People grid: Add the parts you need, such as Email bounce > Bounced on or Outreach paused > Until, as columns. Click an editable cell, change the value, and save your changes.

Detected by, Recorded on, and Recorded by are read-only. When you clear a field, Statisfy treats the contact as having no bounce or no pause. A contact whose Email bounce you clear becomes eligible for campaigns again.

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CRM Field Mapping

If you have a CRM integration (Salesforce, HubSpot), you can map custom people fields to CRM contact fields:

1. Open the custom field settings
2. Click Map to CRM Field
3. Select the corresponding CRM field
4. Save the mapping

Mapped fields sync automatically during CRM data refreshes.