Add fields to a campaign type

When to use this: You need new questions on lead create/edit or visit forms — for example Meta lead qualification, scoring, or extra pharmacy details.

Where: Operations → Campaign Types → open the type → edit fields → Save.

Lahore Pharmacy Campaign uses the Field Visits campaign type. Edit Field Visits to change fields for that campaign (and any other campaign on the same type).

Steps

1. Open Operations → Campaign Types.
2. Find the type (e.g. Field Visits) and open Edit.
3. Add a field row (or edit an existing one).
4. Fill Key, Label, Type, Stage, and Options (for selects).
5. Save.

Field settings (what each control means)

Setting	What it does
Key	Internal ID stored on the lead (e.g. ad_interest). Use lowercase letters, numbers, underscores. Do not change a key after leads already use it — that orphans old values.
Label	Text shown in forms and filters (e.g. “What interested you the most in our ad?”).
Group	Optional section heading in the form (e.g. Lead Qualification).
Type	Input control — see table below.
Stage	Where the field appears — see stages below.
Required	Block save until filled (use sparingly on Meta/import leads).
Options	For select only — one choice per line. Exception: Sales Person Name (sales_person_name) ignores hardcoded options and loads all active Sales Reps and Sales Managers at runtime.
Groupable	Allow filtering/grouping in leads & reports. Needs non-empty Options. Mutually exclusive with Searchable.
Searchable	Free-text search on leads. Mutually exclusive with Groupable.

Sales Person Name

If the field key is sales_person_name (label Sales Person Name), do not maintain a manual option list for production use. Forms and filters replace options with live user names. Keep the field as a select so the dropdown UI still appears.

Field types

Type	Use for
select	Fixed choices (Warm / Hot / Cold, Dead stock / Financing, …)
text	Short free text (phone, months, license)
textarea	Longer answers (“what do you understand we are offering?”)
number	Numeric values
date	Dates
boolean	Yes/No checkbox
image	Photo upload
location	Map / coordinates

Stages

Stage	Shown on
creation	Create lead / edit lead only
visit	Log visit / edit visit only
both	Lead forms and visit forms

“Others” free-text follow-up

When a select needs an open answer (e.g. After _____ months):

1. Add a select field with option Others (exact spelling) plus your fixed options.
2. Add a companion text field whose key is {parentKey}Other
   Example: parent implementation_timeline → companion implementation_timelineOther.
3. Mark the companion hidden if the builder allows it — the UI shows it only when Others is selected.

Parent options	Companion key	Companion label example
Immediately · Just exploring · Others	implementation_timelineOther	After how many months?

Example: Meta lead qualification (Lahore Pharmacy)

These fields belong on Field Visits under group Lead Qualification. They appear for all leads on that type (including source meta_lead).

Label	Key	Type	Stage	Options
What interested you the most in our ad?	ad_interest	select	both	Dead stock · Financing · Both · Not sure
Based on the ad, what do you understand we are offering?	ad_offering_understanding	textarea	both	—
When are you planning to implement or switch?	implementation_timeline	select	both	Immediately · Just exploring · Others
After how many months?	implementation_timelineOther	text	both	(shown when Others)
Would you like a free demo or consultation?	demo_consultation	select	both	Yes · No
If yes, preferred timing (months)	demo_preferred_months	text	both	—
Lead Quality Scoring	lead_quality_scoring	select	both	Warm · Hot · Cold
Lead Quality Feedback / Reason	lead_quality_feedback	select	both	Sectioned Cold / Warm / Hot reasons (see below)

Lead Quality Feedback / Reason options

One flat dropdown with Cold / Warm / Hot section headers. Near-duplicates from ASE working reports were merged.

Cold

• Mistaken / accidental ad or form submission
• No response / unreachable
• Intro done, but not answering calls
• Job inquiry (not a pharmacy lead)
• Interested in discounted pharma products (not POS)
• Want to buy pharmacy franchise
• Financing need resolved independently
• Lead lost due to high price / billing

Warm

• Showing interest in POS, needs more time
• Future buying / exploring later
• Follow-up call scheduled
• Next meeting scheduled
• Waiting for pharmacy license
• Waiting on previous POS decision
• Demo done, waiting for decision

Hot

• Interested in demo, not answering right now
• Asked to call after a given date
• Expected to return to Pakistan next week
• Demo done, renovation in process

Checklist before you save

• Keys are unique on this campaign type.
• Select fields that should filter in reports are groupable with options filled.
• You did not rename keys that already have lead data.
• Visit-only questions use stage visit; intake questions use creation or both.
• You edited the correct type (Field Visits for Lahore Pharmacy).

Success looks like

• New fields appear on Create lead / Edit lead (and visits if stage includes them).
• Select options appear in lead filters when groupable is on.
• Existing leads keep old data; new fields are empty until filled.

If it goes wrong

Symptom	Likely cause	Fix
Save blocked	Missing label, type, or invalid key	Complete every field row
Field missing on create lead	Stage is visit only	Set stage to creation or both
Field missing on log visit	Stage is creation only	Set stage to visit or both
Others text never appears	Companion key ≠ {parent}Other, or option not exactly Others	Fix key / option spelling
Wrong campaign has no fields	Different campaign type	Edit the type linked to that campaign
Old values “disappeared”	Key was renamed	Restore previous key or migrate data

Related

• Define a campaign type
• Create a campaign
• Manage area lists