categorize custom fields

I attended a webinar the other day and though informative I found that I spent more time starring at how "they" set up their custom fields into categories. HOW?!?!? How did they do this. This would help my team immensely. 

I've added this screen shot from the webinar and you can see they have custom fields, then marketing common, etc. 

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Hello Jagoda Auger, thank you for reaching out! 🤗

These four types of marketing fields are available for the Wrike for Marketers Performance package users. Here's the info on them from our Help Center:

There are 4 types of marketing fields available for users:

  • Marketing common (highlighted in blue) - includes connection type, source, the name of the campaign, dates of the campaign, currency, custom revenue of the campaign, ad, and ad set. These fields are pre-configured and map to UTM parameters to calculate KPIs relevant to the corresponding project or task. You can change the value, but not the field name or type.

  • Advertisement (highlighted in pink) - includes metrics specific for ad campaigns: views, clicks, impressions, conversions as well as costs, purchase, and revenue. The data in these fields can’t be edited.

  • Email marketing (highlighted in green) - includes metrics specific for email campaigns: clicks, impressions, unique emails sent and opened and clicked, as well as the amount spent, purchase, and revenue. The data in these fields can’t be edited.

  • Web analytics (highlighted with yellow) - shows numbers of users, new users, impressions, sessions, conversions, and transactions as well as transactions revenue and purchases. The data in these fields can’t be edited.

Please check out this article for more details and please let me know if you have any questions 👍

Lisa Community Team at Wrike Wrike Product Manager Become a Wrike expert with Wrike Discover

Lisa Wrike Team member Become a Wrike expert with Wrike Discover

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