Global Fields

Global Fields allows you to store chatbot data and sets of values depending on your subscriber’s actions. They look like Custom Fields but instead of storing values related to the Subscriber, they store values that are related to your chatbot.

Global Fields Features

In the next section, you discover how to set up your Global Fields. There are multiple ways you can use Global Fields, for instance:

Coupons - Track the number of coupons you distribute in Messenger and notify yourself when they run out.
Track Attendees - Track webinar/event attendees and get notified as soon as there are less than 10 spots left.
Decrease the numbers - Decrease the number of products left in stock by 1 each time someone makes a purchase in your bot.
Bot Ratings - ask your subscribers to rate your chatbot and easily keep track of these ratings.

Global Fields Overview

Global Fields is located in Automation > Global Fields. In this section of the article, you find what you can expect on the Global Fields Table respectively; Name, Type, Value, Description, Actions, Drop-down, Search, Pagination, Bulk Actions and more.

1. Name

This is the name you give to your Global Field. It’s recommended to use a Name that helps you to find your Global Field back easily.

2. Type

The type of the Global Field.

3. Value

Value represents the information supporting the name and the Type fields.

4. Description

This is the description you've given to your Global Field.

5. Actions

These are the Actions you can perform on an individual Global Fields, currently: Delete.

6. Drop-Down menu

You can change the number of Fields that you want to appear per page by clicking the drop-down in the right upper corner. You can choose to show either 10, 25, 50 or 100 subscribers per page.

7. Search

In the right upper corner, you can also use the search field. Search terms are applied to all data in the table. This means you can search for an individual Global Fields by typing the name, or only choose to show Completed Global Fields by typing the word “Completed”.

8. Next/Previous Page

In the bottom right corner, you can view the next page or previous page by clicking “next” or “previous”. This allows you to navigate through all your Global Fields.

How to perform Bulk Actions?

You can perform Bulk Actions by clicking the checkboxes – of the Global Fields you want to perform Bulk Actions on – in the first column. From there you perform Bulk Actions like Delete Global Fields, by clicking the Bulk Actions button in the right upper corner.

Create New

Creating a new Global Field is easy:

Simply click on “Create New”.

A new modal opens where you can Create your new Global Field:

Enter a name for your Global Field.
Specify the type of your Global Field.
Enter a value for your Global Field.
Enter a description for your Global Field.

After clicking “Save” your Global Field is visible in the table and ready to be used.

How to use Custom Fields in Flows?

Custom Fields can also be used to inside your Flows as dynamic values in your messages. Just like the First Name Tag, any Custom Field tag will be replaced with the value tied to the subscriber.

You find Global Field Tags under the "User Icon" (where you also find your Personalization Tags and Custom Fields).

Using a Perform Action card with Global Fields?

You can also automate Custom Fields through the use of a Perform Action Card:

Set Global Field Value
Clear Global Field Value

See the documentation on Setting/Clearing a Global Field using a Perform Action card if you need more information.

Using Global Fields with Segmentation?

Global Fields have full Segmentation Support.

You can segment your audience based on a Global Field value. Giving you better targeting options while sending broadcasts, and more to play with when using it in conjunction with Condition Cards.

Tip

If you manage multiple clients, there's no need to go through manually updating some of the data in your Flows, instead, replace the values set in the Global Fields once - and the values get updated across the entire chatbot. This speeds up bot building. This means you can get more done, in less time.

Clepher Documentation