Custom Fields

Send additional user data and map it to your CRM fields.

Overview

Custom fields allow you to:

• Capture additional user information beyond email and name
• Track extension-specific data (version, install source, etc.)
• Map data to specific CRM fields
• Segment users based on custom attributes

Sending Custom Data

Use the metadata field to send custom data:

const result = await ExtensionLogin.identify({
  email: 'user@example.com',
  name: 'John Doe',
  metadata: {
    company: 'Acme Inc',
    role: 'Developer',
    plan: 'pro',
    source: 'product_hunt'
  }
});

Common Custom Fields

Extension Information

await ExtensionLogin.identify({
  email: 'user@example.com',
  metadata: {
    extensionVersion: chrome.runtime.getManifest().version,
    extensionId: chrome.runtime.id,
    installedAt: new Date().toISOString()
  }
});

User Preferences

await ExtensionLogin.identify({
  email: 'user@example.com',
  metadata: {
    theme: 'dark',
    language: navigator.language,
    notifications: true
  }
});

Marketing Attribution

await ExtensionLogin.identify({
  email: 'user@example.com',
  metadata: {
    source: 'google_ads',
    campaign: 'spring_2024',
    referrer: document.referrer,
    landingPage: window.location.href
  }
});

Subscription/Plan Data

await ExtensionLogin.identify({
  email: 'user@example.com',
  metadata: {
    plan: 'premium',
    planStartDate: '2024-01-15',
    trialEndsAt: '2024-01-29',
    features: ['feature_a', 'feature_b']
  }
});

Supported Data Types

Type	Example	Notes
String	"value"	Any text
Number	42, 3.14	Integers or floats
Boolean	true, false
Array	["a", "b"]	Arrays of primitives
Object	{ key: "value" }	Nested objects (1 level)

await ExtensionLogin.identify({
  email: 'user@example.com',
  metadata: {
    // String
    company: 'Acme Inc',

    // Number
    employeeCount: 50,
    revenue: 1000000.50,

    // Boolean
    isEnterprise: true,

    // Array
    interests: ['productivity', 'automation'],

    // Nested object (1 level)
    address: {
      city: 'San Francisco',
      state: 'CA'
    }
  }
});

CRM Field Mapping

Dashboard Configuration

Map custom fields to CRM fields in the dashboard:

1. Go to CRM Connections
2. Select your connection
3. Click "Field Mapping"
4. Map your metadata fields to CRM fields

Mapping Examples

ClickFunnels

Metadata Field	ClickFunnels Field
metadata.company	custom_fields.company
metadata.plan	tags (as tag)
metadata.source	custom_fields.lead_source

GoHighLevel

Metadata Field	GoHighLevel Field
metadata.company	companyName
metadata.source	source
metadata.plan	tags (as tag)

Auto-Mapping

Some fields are automatically mapped:

Metadata Field	Auto-Mapped To
company	CRM company field
phone	CRM phone field
address	CRM address fields
tags	CRM tags

Dynamic Tags

Pass tags through metadata:

await ExtensionLogin.identify({
  email: 'user@example.com',
  metadata: {
    tags: ['new-user', 'chrome-extension', 'trial']
  }
});

Tags are automatically:

• Added to ClickFunnels contact tags
• Added to GoHighLevel contact tags
• Included in webhook payload

Conditional Tags

Add tags based on conditions:

const tags = ['chrome-user'];

if (isNewUser) {
  tags.push('new-signup');
}

if (isPremium) {
  tags.push('premium');
}

await ExtensionLogin.identify({
  email: 'user@example.com',
  metadata: { tags }
});

Updating Custom Fields

Custom fields are merged on subsequent identify calls:

// First identify
await ExtensionLogin.identify({
  email: 'user@example.com',
  metadata: { plan: 'free', signupSource: 'organic' }
});

// Later update
await ExtensionLogin.identify({
  email: 'user@example.com',
  metadata: { plan: 'pro' }
});

// Result: { plan: 'pro', signupSource: 'organic' }

Retrieving Custom Fields

Access stored metadata from the user object:

const user = ExtensionLogin.getUser();

console.log(user.metadata);
// { plan: 'pro', signupSource: 'organic' }

console.log(user.metadata.plan);
// 'pro'

Validation

Metadata is validated before sending:

// Valid
await ExtensionLogin.identify({
  email: 'user@example.com',
  metadata: { plan: 'pro' }
}); // ✓

// Invalid - function not allowed
await ExtensionLogin.identify({
  email: 'user@example.com',
  metadata: { callback: () => {} }
}); // ✗ Error: Invalid metadata type

// Invalid - too deeply nested
await ExtensionLogin.identify({
  email: 'user@example.com',
  metadata: {
    level1: {
      level2: {
        level3: 'value' // Too deep
      }
    }
  }
}); // ✗ Error: Metadata too deeply nested

Size Limits

Limit	Value
Total metadata size	10KB
Individual field value	1KB
Field name length	100 characters
Array items	100 items

Best Practices

Use Consistent Field Names

// Good - consistent naming
metadata: {
  signupSource: 'google',
  accountType: 'premium',
  createdAt: '2024-01-15'
}

// Bad - inconsistent naming
metadata: {
  signup_source: 'google', // snake_case
  accountType: 'premium',  // camelCase
  CreatedAt: '2024-01-15'  // PascalCase
}

Don't Store Sensitive Data

// Bad - sensitive data
metadata: {
  password: 'secret123',
  ssn: '123-45-6789',
  creditCard: '4111...'
}

// Good - non-sensitive data
metadata: {
  accountTier: 'premium',
  signupDate: '2024-01-15'
}

Use Meaningful Names

// Bad - unclear names
metadata: {
  f1: 'value',
  x: true,
  data: 'stuff'
}

// Good - descriptive names
metadata: {
  featureFlags: 'value',
  hasCompletedOnboarding: true,
  referralSource: 'twitter'
}

Examples

Full User Profile

await ExtensionLogin.identify({
  email: 'user@example.com',
  name: 'John Doe',
  firstName: 'John',
  lastName: 'Doe',
  phone: '+1-555-123-4567',
  metadata: {
    // Company info
    company: 'Acme Inc',
    jobTitle: 'Senior Developer',
    companySize: '50-100',

    // Subscription
    plan: 'pro',
    billingCycle: 'monthly',
    trialEndsAt: '2024-02-01',

    // Attribution
    source: 'google_ads',
    campaign: 'developer_tools_q1',
    medium: 'cpc',

    // Extension data
    extensionVersion: '1.2.3',
    installedAt: '2024-01-15T10:30:00Z',

    // Tags
    tags: ['developer', 'pro-trial', 'google-ads']
  }
});

Next Steps

• CRM Integration - Map fields to CRM
• Webhooks - Receive custom data via webhook
• SDK Methods - Full API reference