Custom Fields
Personalize your email campaigns with custom fields. Learn how to create, manage, and use custom fields to collect and utilize subscriber data effectively.
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Personalize your email campaigns with custom fields. Learn how to create, manage, and use custom fields to collect and utilize subscriber data effectively.
Was this helpful?
Custom fields allow you to capture additional data for your contacts, and you can easily add or manage these fields in your contact lists. Here's how to create a new list custom fields using the available options.
Go to the Contacts section, select the desired contact list
Then click on the Custom Fields tab.
Each existing custom field is displayed with the following details:
By default, three custom fields are created: Email, First name, and Last name. The Email field is mandatory and cannot be deleted. The other fields can be added, updated, or deleted as needed. You can also choose to make them required based on your preferences.
Label: The name of the field that is visible to the user (e.g., "Email," "First name," "Last name").
Tag: The system identifier used to reference the field (e.g., "EMAIL," "FNAME," "LNAME"). This is what you'll use when personalising your emails.
Required: Indicates whether the field is mandatory for subscribers (Yes/No).
Visibility: Defines if the field is visible (e.g., Visible or Hidden) when a user interacts with forms.
Sort Order: Determines the order in which the fields will appear in forms or lists (e.g., 0, 1, 2). Lower numbers are displayed first.
Help Text: (Optional) A short description to guide users on what to enter in the field.
Default Value: (Optional) A pre-filled value that appears in the field, useful for fields that often have the same value.
Description: (Optional) A longer explanation of the field, visible to your internal team for clarification.
Add or Remove Fields: Use the + (Add) button to create additional fields, and the Trash Bin icon to delete fields that are no longer needed.
At the bottom of the interface, there are a variety of custom field types you can add to your contact list. You can choose the appropriate field type based on the data you need to collect:
Add text field: Allows input of any text data.
Add dropdown field: Creates a dropdown menu for predefined options.
Add checkbox field: Provides a checkbox for simple yes/no or true/false responses.
Add phone number field: Designed specifically for phone number input.
Add date field: Allows users to enter a date.
Add geolocation fields: Options like country, state, and city fields to gather geographic information.
Add consent checkbox: Useful for GDPR compliance, providing a checkbox for users to give consent.
Add email field: Captures email addresses in a specific format.
Add date-time field: Allows users to enter a date and time.
Add years range field: Collects age ranges or other year-based data.
Add checkbox list and Add radio list: Creates a list of checkboxes or radio buttons for multiple options.
Add text area field: Provides a larger input box for detailed text responses.
After you’ve added, updated, or removed fields, click on the Save changes button to apply the updates to your contact list.
When importing a CSV file into your contact list, it's essential to ensure that the column names in your file match the tag names of the custom fields in the contact list. This ensures smooth data mapping and accurate importing of information.
Each custom field in your contact list has a tag, such as FNAME for First Name, LNAME for Last Name, and EMAIL for the Email field. To import data correctly from a CSV file, the column headers in your CSV must exactly match the tag names of the corresponding custom fields in the system. This helps the system correctly map the data from your file to the right fields.
As shown in the image above, your CSV file should be structured as follows:
FNAME: The first column header for First Name.
LNAME: The second column header for Last Name.
EMAIL: The third column header for Email.
Each of these column names corresponds to a tag in the contact list's custom fields. In the CSV file:
Column A contains the first names (FNAME).
Column B contains the last names (LNAME).
Column C contains the email addresses (EMAIL).
If the column headers in your CSV file do not match the custom field tags exactly, the system will not be able to map the data correctly. You must ensure that your CSV file uses the exact tag names defined in the custom fields of your contact list.
By following this approach, you’ll ensure a seamless import process and that all contact data is accurately mapped to the correct fields in your list.
This interface gives you flexibility in customizing the data you collect from your subscribers, helping you create more personalized and targeted email campaigns.
