Terlido Help
Contacts

Custom fields and personalization data

Store workspace-defined values for contact personalization and API workflows.

Store workspace-defined values for contact personalization and API workflows.

Current Terlido Contacts Add Manually interface
The current Terlido Contacts Add Manually interface. Fictional demo data is shown for documentation.
Custom fields and personalization data workflow diagram
A page-specific visual summary of the verified contacts behavior described below.

How to use it

Create and update custom-field definitions through the supported API, then attach values to contacts through imports or API operations.

Important behavior

The current dashboard has limited custom-field management. Do not expect every custom-field operation to be available as a dedicated screen.

Import contacts from CSV

Upload a CSV, map columns, deduplicate contacts, and inspect errors.

Enrich and verify contacts

Find or verify contact data through configured enrichment providers.

On this page

How to use itImportant behavior