Custom Fields

Beyond the default fields available to store contact details, you can create up to 25 additional custom fields to capture and store additional data for your contacts.

Custom fields can be useful when personalizing campaigns.

To manage custom fields:

  1. Click Contacts in the main navigation menu.
  2. Under the Advanced drop down menu, select Manage Custom Fields.
  3. To add a new custom field, click the Add Field button. To edit or delete an existing custom field, click the drop down arrow next to the field name and select Edit or Delete.
  4. Enter a name for the custom field.
  5. Select a type: Free Text, Date, Multiple Choice or URL. For Multiple Choice type custom field, you can optionally select the option Allow Multiple Answers by selecting the checkbox.
  6. Optionally enter a Fallback Value. The fallback value will display if the custom field is used in a mail merge and there is no specific data stored for an individual contact in that field.
  7. Click the Add button to add the new field, or the Update button to edit an existing field.

After a custom field has been created, you can populate contact details during an import by mapping data to the custom field or you can manually update a contact's details.

To manually update a contact's details or to view the data stored in custom fields for a single contact:

  1. Click Contacts in the main navigation menu.
  2. Locate the contact by entering a full or partial name or email address in the Search box.
  3. Click the drop down arrow next to the contact, and select Edit.
  4. Click the Custom Fields tab to view the data stored in the custom fields.
  5. From this window, you can also click the Manage Custom Fields link in the upper right to make any modfications to your custom fields.