Skip to main content
Custom fields store what is specific to your business: date of birth, favorite store, size, plan. In Cliqo, every field has a type — and the type defines what segments and automations can do with it.

​
The six types

Without a declared type, every value is treated as text — and then a date of birth stored as 15/03/1990 gets no “after”/“before” in segments and doesn’t show up in the Date / Birthday trigger, which only offers Date or Date & time fields. That’s why the import runs automatic detection and asks for your review.

​
How the type is set

  • On import: when creating a new field from a column, Cliqo detects the type from the values and shows review notes — ambiguous dates (is 12/05 May 12 or December 5?), postal codes that would lose their leading zero if turned into numbers, yes/no columns with empty cells.
  • In forms: every extra field you create is born with the type you chose — in the pop-up, Text, Number, Date or Yes/no; in the form inside the email, under Save to › Create field, Text, Number or Date.

​
Rules that save you headaches

  • Dates accept the Brazilian format (15/03/1990) and the international one (1990-03-15), with real calendar validation — 31/02 doesn’t pass.
  • A value that doesn’t match the type becomes text, never discarded — you don’t lose data because of one nonconforming cell.
  • On import, the field key is normalized (lowercase, spaces become _; accents and symbols are removed): “Data de Nascimento” and “data_de_nascimento” are the same field. Prefer keys without accents — “aniversário” becomes aniversrio. The form inside the email’s Create field, on the other hand, swaps an accented letter for the plain one: “País” becomes pais.
  • Different forms add up, they don’t overwrite: a pop-up that saves “size” doesn’t erase the “birthday” another form saved on the same contact.

​
Where the fields show up

  • Segments — in the Customer data dimension, under “Your custom fields”. “Greater than”/“less than” (or “after”/“before”) only appear when the stored value is a number or a date in yyyy-mm-dd format.
  • Personalization — in the editor, Personalize › Your fields menu: {{aniversario|em breve}}.
  • Contact profile — in the panel that opens when you click a contact, Custom fields section.