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Cheat Sheet - Custom Fields

Marketo Cheat Sheet:

Here you can find a cheat sheet to use while creating new custom fields.
This will help on doing a quick editing and clarifying in each type of field possibilities.

List of Custom Field Types

Use these Marketo Custom Field Types when you need to create new custom fields.

Boolean

Example Name: Is Customer - Tag your people as customers

Example Value: True (checked) / False (unchecked)

Operators: None

Currency

Example Name: Annual Revenue - Store a number value for a company’s annual revenue

Example Value: 1000000

Operators: is, is not, between, greater than, less than, at least, at most, is empty, is not empty

Date

Example Name: Update Date - Store your customers' information update date

Example Value: 8/19/23

Operators: is, is not, between, in past, in past before, in future, in future after, in time frame,after, before, on or after, on or before, is empty, is not empty

Datetime

Example Name: Created Date - Store the date and time at which a person is created

Example Value: 8/19/14 2:00

Operators: is, is not, between, in past, in past before, in future, in future after, in time frame, after, before, on or after, on or before, is empty, is not empty

Email

Example Name: Alternate Email - Keep an alternate email address for your people (cannot actually send emails to this field like the default email address field, that one is special)

Example Value: name@company.com

Operators: is, is not, starts with, not starts with, contains, not contains, is empty, is not empty

Float

Example Name: Grade Point Average - Keep a person’s grade point average or any other numeric value that has decimals

Example Value: 2.47

Operators: between, greater than, less than, at least, at most, is empty, is not empty

Formula

Example Name: Salutations - use this special field in a solution to get the right salutation based on gender

Example Value: check the linked solution

Integer

Example Name: Number of Employees - store a number value that does not require decimals

Example Value: 600

Operators: is, is not, between, greater than, less than, at least, at most, is empty, is not empty

Percent

Example Name: Likely To Buy - store a percentage value (perhaps calculated on the CRM side)

Example Value: 85%

Operators: is, is not, between, greater than, less than, at least, at most, is empty, is not empty

Phone

Example Name: Alternate Phone - store an additional phone number for your people

Example Value: 650-555-5555

Operators: is, is not, starts with, not starts with, contains, not contains, is empty, is not empty

Score

Example Name: Behavioral Score / Demographic Score - create multiple score fields to keep track of different attributes.

Example Value: 14

Operators: is, is not, between, greater than, less than, at least, at most, is empty, is not empty

String

Example Name: Middle Name - store an additional text attribute

Example Value: Rose

Operators: is, is not, starts with, not starts with, contains, not contains, is empty, is not empty

Text Area

Example Name: Comments - add a comments field to your forms to allow multi-line text entry

Example Value: This article is fantastic!

Operators: is, is not, starts with, not starts with, contains, not contains, is empty, is not empty

URL

Example Name: Blog - create a field to store person blog URLs

Example Value: www.myblog.com

Operators: is, is not, starts with, not starts with, contains, not contains, is empty, is not empty

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