Creating a Field

This article will outline how to create Fields in your Compass account. If you aren't familiar with Fields, we recommend you first read the article, Understanding Fields.

To get started, navigate to Workflows > Fields.

Then select the New button. You should see a popover window appear with name, type, and required inputs.

Provide a name for the field, for example, Email Address or First Name. Then choose an associated Field Type that best represents the type of information that will be collected.

Then choose Save. The popover will disappear and you will see the newly created field in the list of all fields, as seen below.

If you need to change the name of your field, select the Edit button and make your changes. If you need to change the type of the field, you will need to delete the field and create a new one.

Great! Now you know how to create Fields in Compass. Next you'll want to add the newly created Field to a Workflow Section so you can ultimately use it in a Session.