StoryChief provides a number of standard fields when writing and publishing stories and when managing campaigns, however it's possible that you need additional fields for your articles or campaigns, which can be used either internally or externally in your blog/website.

Watch our Academy video 📹 for a step-by-step guide:

Table of contents:

  1. General info: creating custom fields

  2. Using custom fields externally in Stories

  3. Using custom fields internally in Stories

  4. Using custom fields in Campaigns

General info: creating custom fields

Follow these steps to create a new custom field:

Step 1. Go to your workspace and click on your name on the top right corner and then click on: Settings.

Step 2. Go to Settings Custom Fields.

Step 2. Select either 'Stories' or 'Campaigns' that you want to add a custom field to. Then, click on the green button: + Custom Field.

Step 3. You will now be presented with different types of fields. Select the type you want to add:

  • Text: It can be used to enter a couple of words or a short sentence

  • Large text: It can be used to add a large piece of text, such as a long description

  • Auto-complete: It offers a dropdown menu from which one or several options can be selected

  • Single option: It offers a listview from which only one option can be selected

  • Multiple options: It offers a listview from which multiple options can be selected

  • Date: It opens a calendar view where a specific date can be picked

  • Image: It offers the possibility to upload an image from your computer, from an URL or from the media library. You can also specify the image dimensions

  • Email: It can be used to enter an email address

  • File: It offers the possibility to attach a file from your computer

Step 4. Fill in the details and click on Save.

Using custom fields externally in Stories:

Custom fields can be used to send extra information to your blog/website when you publish the story to your CMS.

Some examples are:

  • A Call To Action where a specific banner is included at the bottom of the article

  • A different publication date (often used to backdate articles)

  • A second author or a co-author

These custom fields need to be mapped with your CMS, which often requires some advanced API knowledge. This information below is all your developer needs to do so:

For Developers 💻

Each created field is assigned a field key. This key should be used to map the custom fields on your website.

Once the custom fields have been connected to your blog/website, you can start using them by going to the Summary tab of the editor and scrolling down to Custom fields, where you will be able to fill them for the specific story:

Once you publish your story to your CMS, these fields will be pushed together with all other standard fields, and they will all be displayed on the blog article.

Using custom fields internally in Stories:

You don't necessarily need to connect all custom fields to your blog or website, but you can use them internally as well to track and keep important information.

Some examples of used cases are:

  • Create a multiple option custom field to select what stage the story is at

  • Create a single option custom field to indicate if the story has been translated or not (YES or NO)

  • Create a date custom field to indicate when a story has reached a specific stage. This can especially be interesting for people that want to use a personalised approval flow

Next to this, if you want to have a clear overview on the values entered on these custom fields, you can add these custom fields to the Stories overview. To do so, go to Stories, click on the grid icon on the right hand side, and make the custom field visible. You'll identify the custom fields because they show a small tool icon:

The custom field will be added as a column to the Stories overview. Ta-da 🎉

You can also create and save segments based on these custom fields, to facilitate the search and overview of stories.

Using custom fields in Campaigns:

Once you have created custom fields specifically for campaigns, these will now show up every time you create or edit your campaign details.

Some examples:

  • Budget: The budget that has been assigned to the campaign

  • Result: After the campaign has finished, the outcome of the campaign

  • Landing Page URL: a link to the landing page for easy access

As with Stories, these fields will also show up on the Campaigns overview, to facilitate the overview, and the columns can be enabled or disabled by clicking on the grid icon on the right hand side:

📚 Next steps?

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