---
title: "Add Contact and Account Custom Fields in AIE"
slug: "add-contact-and-account-custom-fields"
description: "Enhance your AI email strategy with custom fields for personalized messaging and enriched contact data. "
updated: 2025-08-05T21:57:59Z
published: 2025-08-05T21:57:59Z
canonical: "support.6sense.com/add-contact-and-account-custom-fields"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://support.6sense.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Add Contact and Account Custom Fields in AIE

In AI Email (AIE), custom fields are useful for:

- Enriching your contact and account data.
- Personalize email messaging.

> [!NOTE]
> Custom fields can only be string fields.

## Benefits of adding more data using custom fields

The benefits of using custom fields to enrich contact and account data include:

- You can store additional data for your marketing contacts beyond what the default fields provide. This helps with personalized messaging and advanced data filtering or reporting.
- If you are using a CRM integration, you can [map more fields from your CRM](/v1/docs/map-ce-contact-and-account-fields-to-salesforce-fields) to AIE, such as, from Salesforce to AIE.
- You can further personalize your AI email agent’s email conversations using custom fields as [merge tags](/v1/docs/add-scenarios-and-edit-touchpoints-in-a-ce-conversation-flow).
  - Not all custom fields need to be used as merge tags in email messaging. Some people import custom fields solely for reporting purposes.

## Enrich contact and account data using custom fields

To access custom fields:

1. Go to your avatar and select **Data Management**. You can add more fields to store your contact’s additional data in this page.

![](https://cdn.us.document360.io/0e2cd0a2-b3b3-495b-80df-96f8381febea/Images/Documentation/ce-custom-fields-data-management-1024x596.jpg)
2. In the popup, choose the **Field Type** (contact or account) for your custom field.

> [!NOTE]
> When there is a field mapping associated with a custom field, the field type of a custom field cannot be changed.

> [!NOTE]
> Contact-type custom fields can only be mapped to SFDC contact objects, whereas account-type custom fields can only be mapped to SFDC account objects.
3. Enter the information:
  - **Field name**: The display name of the field and makes up a portion of the associated merge tag’s name.
  - (Optional) **Sample data**: Populates merge tags in email previews.
  - (Optional) **Fallback text**: Populates merge tags when sample data is not available.
4. Save the custom field.

Email displays the new field in the **Custom fields** section in the **Contact details** and **Account details** pages.

![](https://cdn.us.document360.io/0e2cd0a2-b3b3-495b-80df-96f8381febea/Images/Documentation/ce-custom-fields-contact-page-1024x458.jpg)

## Update values in custom fields

After you create a custom field, you can update its values in the following ways:

- Manually update the data in **Contacts -> Edit details**.
- Mass update contact and account data using a [CSV import](/v1/docs/import-contacts-using-a-csv-in-ce).
- Mass update contact and account data using a [CRM integration](/v1/docs/integrate-ce-with-salesforce).

> [!NOTE]
> If you are using the Salesforce integration in AIE, you can [map additional fields](/v1/docs/map-ce-contact-and-account-fields-to-salesforce-fields) from Salesforce to custom fields in AIE. AIE uses the field mapping to sync data back and forth between the two systems.

![](https://cdn.us.document360.io/0e2cd0a2-b3b3-495b-80df-96f8381febea/Images/Documentation/ce-custom-fields-salesforce-1024x583.jpg)

## Personalize email messaging using custom fields

After you add and map a custom field for your contact, you can use the custom field as a [merge tag](/v1/docs/add-scenarios-and-edit-touchpoints-in-a-ce-conversation-flow) to personalize your AI email agent’s email messaging.

![](https://cdn.us.document360.io/0e2cd0a2-b3b3-495b-80df-96f8381febea/Images/Documentation/867b17f8-31ba-4647-8598-836d7abd6df1)

Customer Relationship Management, an external platform used to manage your relationships and interactions with potential customers and clients.

A virtual email user that sends email on your behalf. Each AI email agent is associated with a single email inbox account on the configured email provider. Formerly called "AI inbox" or "AI Assistant".