Custom Fields refers to 'meta data' in WooCommerce and 'additional details' in Shopify.
Metorik processes all of your order, customer, product and subscription custom fields, so you can do a few things with it in Metorik, including:
- Segment by it.
- Segment using Dates.
- Export it.
- View it on 'single' pages.
- Edit it on 'single' pages (and add new custom fields too) - only for WooCommerce.
- Use it as variables in Engage automations.
More info about WooCommerce and Custom Fields, in general, can be found here.
More info about Shopify and Additional Details, in general, can be found here.
Note: If a single order, customer, product, or subscription has more than 1000 custom fields, we will not store the custom fields for it. This is extremely rare but if you find custom fields not being stored for some data, this may be why. Please contact us to check and we'll see if we can increase the limit for you.
You'll have a variety of ways to filter on the data. For example, you could add a filter for the Stripe Fee custom field:
Or you could filter by the custom field not being empty:
The same applies to customer, product and subscription custom field filtering.
You may want to filter on a Custom Field that is being used to store a date (for example a delivery date). This is possible to filter on by checking the Date field checkbox which will then give you a different set of filter options related to date periods.
For this filter to work correctly you must have the dates stored in the proper date format: YYYY-MM-DD.
So for example 12th of June 2020 would be stored as: 2020-06-12.
Optionally you can add the time in the format: HH:MM:SS.
So for example 12th June 2020 at 2:32pm and 43 seconds would be: 2020-06-12 14:32:43.
The time should be stored in the database as UTC timezone.
WooCommerce example: If you wanted to store the current time in a custom field, the WordPress PHP code may look a bit like this:
$order_id = 420; update_post_meta( $order_id, 'shipping_date', current_time( 'Y-m-d H:i:s', 1 ) );<br>
Note: If the dates are not in this standard time format, the filtering system may not work.
Additionally, If you are going to use this field as a variable in an Engage automation, make sure the field has the word date in it. Metorik will automatically format this to a human-readable date in your emails if the word date exists in the name (2020-06-12 becomes 12 June, 2020).
Similarly, you can export custom fields very easily. When in the middle of an export, click the 'All Settings' link and then choose all the custom fields you'd like to include.
View / Edit / Add
When on a single order or customer page, you'll find a Custom Fields section where most of the custom fields can be seen.
WooCommerce: From there, you can add new custom fields and edit some existing ones (hidden ones that start with _ can't be edited).
Note: It's possible to see custom fields for subscriptions but not to edit or add new ones due to limitations in the WooCommerce Subscriptions API.
Favorite Custom Fields - Settings
WooCommerce: By default, Metorik will show your top 150 custom fields in 'custom field selects' (eg. for segmenting & exporting). If a custom field is not appearing when you are trying to segment/export data, head to the custom field settings, and add the custom field there:
Custom fields added here will be displayed at the top of 'custom field selects' for easy access.
Additionally, any custom fields added here will be considered 'favorites' and given display priority on single order, customer, and subscription pages.
Hidden Custom Fields
Some custom fields that Metorik considers protected or arbitrary are ignored. Most of the time, this won't matter but if you find that some custom fields you need is being ignored, please reach out to us and we can take a look.
Every few hours, Metorik will refresh for the possible fields, so if you don't see one you're looking for, it should show up soon or you can message us and we'll refresh it right away for you.
WooCommerce: If you're adding custom fields through code, be sure to change the order/subscription/customer 'last updated' dates, so Metorik knows about the change. More details in this help doc.