How Do I Link a Custom Field?

Turn any URL you store on a prospect into a clickable link in your outreach emails. 🔗

With Variables in the Insert Link window, every email can point straight to that prospect's own site, page or resource, with no manual editing.

This guide covers how to add a linked Custom Field, which field type to pick, and how to test that your links work. 🚀

Navigation

1. Linking a Custom Field in Your Template
2. Choosing the Right Custom Field
3. Testing Your Link
4. Common Questions

🔗 Linking a Custom Field in Your Template

You link a Custom Field from the Insert Link window, using the Variables option next to the URL box.

1. Open the email template you want to edit.
2. Highlight the text you want to turn into a link, or place your cursor where the link should go.
3. Click the Link icon in the toolbar. The Insert Link window opens.
4. In Display Text, enter the words customers will see and click on (for example, "your website"). You can also choose a Custom Field in the { } Variables dropdown.
5. Next to URL, click { } Variables and select the Custom Field that holds the URL you want to link to, such as Domain or URL Found On.
6. Click Insert Link.

The link is now added to your template. When the email sends, the variable is replaced with the URL stored in that Custom Field for each prospect.

Showing a Custom Field as the link text

The Display Text box also has a { } Variables option. Use it if you want the link text itself to be personalised, for example showing the prospect's domain as the clickable text.

⭐ Choosing the Right Custom Field

We highly recommend using a URL field for the most reliable outreach, rather than a Multi-Line or Single-Line Custom Field, as this will validate the URL.

A URL field checks that each value is a properly formatted web address. Multi-Line and Single-Line Custom Fields accept any text, so a typo or missing value could send prospects a broken link.

Warning tooltip on non-URL fields

⚠️ If you select a Multi-Line or Single-Line Custom Field in the URL box, a warning tooltip appears. It reminds you that the field isn't validated as a URL. You can still use the field, but double-check its values and send a test email before launching outreach.

📧 Testing Your Link

Always send yourself a test email to check that a linked Custom Field works.

Previewing the email in Pitchbox isn't enough. Clicking the link in the preview only opens the opportunity inside Pitchbox, not the URL from the Custom Field.

1. Save your template.
2. Send a test email to your own inbox.
3. Open the email and click the link.
4. Check that it opens the correct URL for that prospect.

❓ Common Questions

Why does my link open Pitchbox instead of the website?

You're probably clicking the link in the Pitchbox preview. Preview links open the opportunity inside Pitchbox. Send yourself a test email and click the link there instead.

Can I use a Single-Line or Multi-Line Custom Field for a link?

Yes, but we don't recommend it. These fields don't validate URLs, so you'll see a warning tooltip when you select one. Use a URL field wherever possible.

Where have Personalization Fields gone?

Personalization Fields are now merged with Custom Fields. You add them to links through the { } Variables option in the Insert Link window, instead of the old dropdown.

💬 Need more help? Email pitchbox@support.com or use the live chat and our team will be happy to help.