Fields let you save and manage the information you need for each friend as custom fields. Give friends the information your marketing needs — such as job title, membership rank, or number of visits — and use it to narrow down segments and branch workflows. This article explains how to create fields and put them to use.
What is a Field?
A field is a custom field tied to each individual friend. In addition to the basic information available from LINE, such as the display name, you can freely define the information you want to manage yourself.
Whereas a tag is a marker for whether it is "attached or not," a field can hold a value like "Job title = Manager" or "Visits = 5." Fields suit cases where you want to manage friends in detail by the kind or level of a value; tags suit simple classification.
The field list starts out empty. You add the fields you need yourself with "Create Field".
Opening the Fields screen
The Fields management screen opens from "Customer data" in the side menu of your LINE Official Account.
- Open the target LINE Official Account
- Click "Customer data" in the side menu
- Open the "Fields" card to see the list of fields
Creating a Field
Use "Create Field" to define a new custom field.
| Setting | Details |
|---|---|
| Label | The name shown on screen (e.g. Job Title) |
| Key | The system identifier. Enter it in snake_case starting with a lowercase letter (e.g. job_title). It cannot be changed after creation |
| Type | The kind of value. Choose from Text, Number, Date, Date & time, Email, Phone, Select, External ID, or LINE User ID. Date stores the date only, while Date & time stores the time as well |
| Options | For the Select type, defines the selectable values. Turn on "Make these options ordered" and the order of the options represents the progression of stages (the list shows it as "Select (ordered)") |
A field's account cannot be changed after creation. Set "Localized names" to show the name in each member's language.
Setting Field values
Field values can be set by automatic updates from a workflow and by data import.
- Automatic updates from a workflow: The workflow action "Set Field" automatically updates a friend's field. You can automate operations like "increase the number of visits for friends who used a coupon"
- Bulk setting by data import: Import a CSV to set and update the values of many friends at once. The steps for choosing which field each column feeds are covered in the data import article
Identity fields and Data Import
A field with "Use as identity field" turned on becomes the key for matching friends during a CSV import (for example, identifying and updating a friend by membership ID). This checkbox is available for the Email, Phone, External ID, and LINE User ID types.
Importing a CSV that contains the same friends again updates the values with the new contents. Rows recorded as "Conflicts" in the import results — where a value was already in place and differed — keep the existing value. An identity field is only used to find the friend, so an import never changes its value.
Matching on LINE User ID
A field of the "LINE User ID" type is there to match friends directly against a LINE User ID column in your CSV. Even when a CSV coming from another tool has nothing but LINE User IDs, creating a field of this type lets you import it.
- The identity field checkbox is always on. Because the type exists purely for matching, you can't turn it off
- The value itself is not stored. It is only used to find the friend
- In a CSV that has both an email address column and a LINE User ID column, the LINE User ID column is matched first
Putting Fields to use
The values you set can be used to narrow down friends and as conditions for automation.
| Where used | Details |
|---|---|
| Friends list | Choose which columns to show and their order with the field columns, and check the values in the list |
| Inbox | Check the current friend's values in the "Fields" card on the right-hand panel of the conversation |
| Segment | Choose "Lumo Field" as a condition, and narrow down the delivery target by value |
| Workflow | The "Set Field" action updates values automatically |
"Where this field is used", on the field's edit screen, shows which segments and workflows it is used in. Check the scope of impact before deleting a field that is in use.
Organizing with Folders
Once you have many fields, you can organize them with folders.
- Create a folder with "New folder"
- Select fields and organize them with "Move to folder"
- Even if you delete a folder, the fields inside are not deleted — they move to the top level
When things don't work
When a field doesn't behave as expected, check the key, type, and where it is used.
- You want to change the key: The key cannot be changed after creation. Create a new field and migrate the values
- Values are not updated by import: Check whether the field has "Use as identity field" turned on. An identity field is only used to match friends, so an import puts no value in it. If you want the value too, create a separate field and split the column
- Cannot delete, or worried about impact: Check the usage in segments and workflows under "Where this field is used" on the edit screen before deleting