Custom Fields ke saath Customer Data Manage Karein

Conversations mein custom fields use karke customer information store aur manage karein.

Updated 10 February 2026

Custom fields aapko har subscriber ke baare mein extra information store karne ki suvidha dete hain — jaise ki company name, order status, language preference, ya koi bhi cheez jo aapke business ko track karni ho. Aap yeh fields directly Omnichannel Inbox se dekh aur update kar sakte hain jab aap customers ke saath chat kar rahe ho.

Inbox mein Custom Fields Dekhna

Jab aap Omnichannel Inbox mein koi conversation open karte hain, right side ka Chat Actions panel subscriber ka saara data dikhata hai including custom fields.

The Chat Actions panel showing Subscriber Management, Assigned Agent, Labels, Message Sequence, and Assigned Custom Fields The full Chat Actions panel with Bot Reply toggles, Subscriber Management, Assigned Agent, Labels, Message Sequence, and Assigned Custom Fields

Panel ke top par, Subscriber Management section directly subscriber ki profile ko link karta hai jahan aap unki saari details dekh sakte hain.

![Subscriber Management header with link to subscriber profile](https://help.whatchimp.com/uploads/docs/custom-fields-subscriber-data-0b3ac33ead.png "The Subscriber Management section showing 'Manage subscriber details and preferences' with a save icon")

Chat Actions panel mein neeche scroll karein Assigned Custom Fields section dhoondhne ke liye. Yeh dikhata hai ki current subscriber ko kaun se custom fields assign kiye gaye hain.

![Assigned Custom Fields section with Select Custom Field dropdown](https://help.whatchimp.com/uploads/docs/cf-dropdown-annotated-32592612c1.png "The Assigned Custom Fields section showing a 'Select Custom Field' dropdown to assign fields to this subscriber")

Subscriber ko Custom Fields Assign Karna

  1. Omnichannel Inbox mein koi conversation open karein
  2. Chat Actions panel mein, Assigned Custom Fields tak scroll karein
  3. Select Custom Field dropdown par click karein
  4. List se ek custom field choose karein
  5. Field us subscriber ko assign ho jaati hai

Ek baar assign hone ke baad, field ki value subscriber ki profile par store ho jaati hai aur templates, automations aur broadcasts mein use ho sakti hai.

Custom Fields Manage Karna

Custom fields Subscriber Manager mein create aur manage kiye jaate hain, inbox mein nahi.

Custom Fields Page Dhoondhna

  1. Left sidebar mein Manage Subscribers par jaayein
  2. Page ke top par Manage Custom Fields par click karein

The Subscriber Manager page showing the subscriber list The WhatsApp Subscriber Manager showing subscribers with their phone numbers, labels, and custom field values

Yeh aapko WhatsApp Subscriber Custom Fields page par le jaata hai jahan aap apne saare existing fields dekh sakte hain.

Apne Custom Fields Dekhna

Custom fields list aapke banaye gaye saare fields, unki reply type aur kab create kiye gaye the yeh sab dikhati hai.

Custom Fields list page showing existing fields with Name, Reply Type, Created at, and Actions The WhatsApp Subscriber Custom Fields page with Create and Report buttons, a search bar, and a table listing custom fields

Har field dikhata hai:

  • Name — field ka naam (jaise, "GG L")
  • Reply Type — data ki type (Phone, Text, Number, Date, etc.)
  • Created at — field kab create hua tha
  • Actions — field delete karein

Naya Custom Field Banana

  1. Custom Fields list page par, green Create button par click karein
  2. Custom Field Name enter karein (jaise, "Company Name", "Budget", "Order Status")
  3. Dropdown se Reply Type select karein
  4. Save par click karein

Create Custom Field modal with name and reply type fields The Create Custom Field dialog showing a Custom Field Name input, a Reply Type dropdown, and a Save button

Available reply types mein shamil hain:

  • Text — free-form text (company name, notes)
  • Number — numeric values (budget, quantity)
  • Phone — phone numbers
  • Date — date values (subscription date, birthday)

Naya field turant saari conversations mein available ho jaata hai aur kisi bhi subscriber ko assign kiya ja sakta hai.

Custom Fields Dusre Features ke Saath Kaise Kaam Karte Hain

Templates Mein

Custom fields message templates mein named variables ke roop mein insert kiye jaate hain. For example, agar aapke paas "company" naam ka custom field hai, to aapka template {{company}} include kar sakta hai aur WhatChimp automatically subscriber ki profile se value pull karega jab send karega.

Chatbot Flows Mein

Bot flows subscribers se information collect kar sakte hain aur use automatically custom fields mein store kar sakte hain. For example, ek welcome flow pooch sakta hai "Aapki company ka naam kya hai?" aur response ko "Company" custom field mein save kar sakta hai.

Broadcasts Mein

Jab broadcasts bhejte hain, aap custom fields use kar sakte hain messages ko scale par personalize karne ke liye. Har subscriber ko message milta hai apni khud ki field values ke saath filled.

Filters Mein

Omnichannel Inbox mein, aap filter panel use karke conversations filter kar sakte hain specific criteria ke basis par subscribers dhoondhne ke liye, including label-based filtering jo custom fields ke saath kaam karti hai.

Custom Field Ideas

CategoryField NameReply TypeUse Case
SalesCompany NameTextTrack karein ki lead kaun si company mein kaam karta hai
SalesBudgetNumberProspect ki budget range jaanein
SalesIndustryTextLeads ko industry ke hisaab se segment karein
SupportAccount TypeTextFree vs Premium customers ko differentiate karein
SupportPreferred LanguageTextSahi agent ko route karein
E-commerceOrder NumberTextSupport chats ke dauraan orders reference karein
E-commerceShipping AddressTextDelivery details confirm karein
GeneralCountryTextGeographic segmentation

Tips

  • Zaroorat se pehle fields banayein. Pehle apne custom fields set up karein, phir subscribers ko assign karein jaise conversations aati hain.
  • Names clear aur consistent rakhein. Descriptive names use karein jaise "Company Name" abbreviations ki jagah jaise "CN".
  • Sahi reply type use karein. Phone numbers ke liye "Phone" aur numeric values ke liye "Number" choose karna data ko clean rakhne mein madad karta hai.
  • Conversations ke dauraan fields assign karein. Jab aap customer se chat kar rahe ho aur wo apni company ya order number mention karte hain, relevant custom field ko Chat Actions panel se directly assign karein.
  • Labels ke saath combine karein. Quick categorization ke liye labels use karein aur detailed data ke liye custom fields. For example, conversation ko "VIP" label karein aur unki specific company name ko custom field mein store karein.

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