Getting Started- Manage Custom User Fields

Getting Started- Manage Custom User Fields

Introduction

Custom User Fields are available to admins within the User Access Control section of Meritto. These fields help you capture institution-specific details about users that are not part of the default profile.

Common examples of custom fields include: Language Proficiency, Region or Territory and Program Expertise etc

Once created, these fields appear within user profiles and can be used in automations under Allocate Users, making them ideal for routing and segmentation.

Notes
Note: Custom User Fields are available in Standard, Growth, and Pro plans.

How to Configure Custom User Fields

Custom User Fields allow your institution to define additional attributes for users that go beyond the default profile fields in Meritto. These fields help you personalize user profiles and create more precise workflows, especially in automation and segmentation.

This section outlines the simple steps to create a new Custom User Field and describes the primary configuration sections you will encounter.

Once created, these fields appear within user profiles and can be used in automations under Allocate Users, making them ideal for routing and segmentation.

Notes
Note: Custom User Fields are available in Standard, Growth, and Pro plans.

Start Creation

Once you are on the Manage Custom User Fields page, look for the New Field button in the top right corner. Click this button to begin creating a field.

Fill Details

A configuration window will open on the right side panel. You will move through multiple sections to define the field’s behavior and attributes.

Basic Settings

This is where you define the Field Name, Field Type, and the Field Key. Available field types include Text, Text Area, Dropdown, and Date Field. These settings determine how the field will appear inside the user profile.

Field Attribute Settings

Options in this section vary depending on the selected Field Type.
For example, Text fields allow you to configure input style and character limits, Dropdown fields allow you to add options- Master or Custom Data while Date fields offer format and range settings.

Validation & Visibility Settings

Here you configure the field’s validation rules. You can specify whether the field is Mandatory or can even choose to hide or show the field, determine who can view or edit it, and configure whether the field carries sensitive information requiring additional controls.

Save

After reviewing all configurations, click Save to finalize the creation. The field will immediately appear in User Access Control > Manage User > Click on User Name > Custom User Fields  become available for use across the system on all users.

Business Use Cases for Custom User Fields

Custom User Fields allow your institution to add data points that reflect how your teams operate. These fields help you route leads more accurately, segment teams, and personalize workflows based on skills, regions, programs, or internal structures.

Below are the most common and impactful business use cases where Custom User Fields make a measurable difference.

1. Smarter Lead Allocation

Many institutions want leads to reach the most suitable counselor or team, not just anyone who is available. Custom User Fields allow you to define the attributes that matter most.

Examples:

  1. Language Proficiency (Hindi, English, French)

  2. Program Expertise (MBA, BBA, Engineering)

  3. Region or Territory (North, South, West)

  4. Work Shift or Availability

Impact:

  • Faster first response time

  • Better match between inquiry and counselor

  • Higher conversion efficiency

These fields can be used directly inside Automations (Allocate Users > User Attributes) to build precise routing logic.

2. Team Segmentation and Organization

Institutions with multiple teams or departments can group their users using custom fields to streamline workflows and assignments.

Examples:

  1. Department (Admissions, Outreach, Counseling)

  2. Team Type (Domestic, International)

  3. Seniority Level (Junior, Mid-Level, Senior)

  4. Admission Cycle (Spring, Fall, Rolling)

Impact:

  • Clean segmentation of responsibilities

  • Easier task distribution

  • Clearer visibility into who handles what

3. Skill-Based Routing

Institutions that focus on counseling quality rely heavily on specific skills or expertise. Custom User Fields help ensure tasks and inquiries go to the right people.

Examples:

  1. Communication Rating

  2. Product/Program Knowledge

  3. Soft Skills

  4. Specialized Certifications

Impact:

  • Higher quality of interactions

  • Better student experience

  • More effective utilization of skilled counselors

Conclusion

Custom User Fields empower institutions to tailor user profiles, automate smarter workflows, and create more accurate routing mechanisms within Meritto. By capturing attributes such as skills, regions, expertise, and internal structures, teams can streamline operations, enhance lead allocation, and maintain clean segmentation across departments. This flexibility not only improves efficiency but also ensures users are assigned the right tasks at the right time, ultimately strengthening both team performance and the overall applicant experience.

    • Related Articles

    • Create a Custom Lead fields

      Overview This article will guide you on the simple process of creating a new Custom Field within the Lead Fields module. Creating custom fields allows you to tailor your CRM to capture specific data essential for your unique enrollment process. Plan ...

    • Activate & Deactivate a custom Lead fields

      Overview This article guides you through the simple process of enabling (activating) or disabling (deactivating) a custom field within the Lead Fields module. Controlling a field's status ensures that only necessary data points are active in your ...

    • Getting Started with Referral Connect

      Overview Many institutions require applicants to submit recommendation letters from previous employers or academic instructors as part of the enrollment process. To streamline and support this need, we’ve introduced “Referral Connect” a smarter, more ...

    • User Management and Team Hierarchy

      Overview User Management and Team Hierarchy enables efficient workforce organization and access control. Role-Based Access: Manage user permissions to ensure secure data access. Team Structuring: Define hierarchies for clear roles and ...

    • Creating New User in Meritto

      Overview User Creation in Meritto allows efficient management of user access and interactions within the system. New User Setup: Create user profiles to manage roles and permissions. Access Control: Ensure appropriate access levels for different ...