Custom Fields

Custom Fields

You can use custom fields to track additional information about users in Empower. Custom fields can apply to Volunteers, Organizers, Directors, or Contacts. 

Creating Custom Fields

    1. To create a new custom field, click Organization in the left hand menu.


    1. Next, click Edit next to Organization Settings.

    1. Scroll to Custom Profile Fields and click Create Field.

    1. Give your custom field a name. You can also decide who the field applies to as well as who has permissions to view and edit the field. For example, a Volunteer ID field might apply to Volunteers, but only be edited by Organizers or Directors. Press save to finish creating the custom field.


    Editing Custom Fields

    1. Custom fields can be edited from a user's page on Empower. Custom fields will only appear for users who have permissions to edit that custom field based on the settings for that custom field. For more information about how to edit a user, see the article on Editing or Deleting People.

    Filtering Custom Fields

    1. If you have custom profile fields enabled for your organization, you can filter to find users that have that field set or not set, or have that field set to a specific value (or one of a set of values). If the field is numerical, you can also filter to custom field values that are a number greater than, less than, or between specific values. If you set more than one filter, people will have to match all of the criteria listed in this filter.


    Adding Custom Fields through an Import

    1. To import custom fields, click People in the left hand menu. Click Add, then Import from CSV.

    1. Select Custom fields.

    1. Select whether you want to import custom fields for specific people in Empower, which will be applied immediately based on EID, or for people matched to the voter file, based on a DWID. If you import custom fields based on a DWID, custom fields will be applied immediately for any matching people as well as in the future whenever a relevant match occurs. Since custom fields can only have one value per person, this will overwrite any data that may already be in that custom field.

    1. Follow the formatting directions listed on the screen. You will have to import your custom fields using a formatted CSV file. For each person you would like to add custom fields for, you will have to locate their EID, which is the person's unique ID in Empower, or their DWID and associated state. You can find a person’s EID and DWID on their page in Empower.
    2. Once you have formatted your CSV file, you can upload it to Empower to add custom fields to the people that you have included in your CSV file.

    Custom fields will allow you to track and filter additional information about your network in Empower.