Creating Custom Fields
In order to start with Email Marketing, you need to gather information about your subscribers. Actually, the only information you really need to get is their email address. However, if you want to be able to have a more focused, personalized, and informed Campaign, you would want to be able to learn more about your subscribers.
One way of doing this is by collecting additional information like Names, Location, Birthday, etc. By default, the system provides you with 3 fields (Email Address, First Name, & Last Name). These fields are a good way to start. However, if you want to gather more data about your subscribers, you would need additional fields.
Luckily, the system has a built-in feature that allows you to create as many Custom Fields as you want.
How to Create Custom Fields
1. To create a custom field, go to the Lists Page. Then, click the “Field” button for the list you want to add the Field to.
2. This will take you to the Fields Page where all your fields are listed. Click on the “Add a New Custom Field” button to add anew field.
3. A Modal/Pop-up will appear. You can choose the Field Type you want to use. Below are the different types and a brief explanation of each type.
- Text Input – A one line Text Box. This is good for collecting a short piece of data.
- Text Area – A multi-line Box. Allows for more text. Good for details and Notes.
- Date – You could use this for collecting Birthdays, Anniversaries, etc.
- Drop-Down – Allows the selection from a set of pre-defined options. Male or Female, for example.’
- List Box – Also allows for selection of pre-defined options but you can select more than one option
- Radio Button – Displays all the options but only one can be selected.
- Check Box(es) – Allows for selection of multiple options by marking boxes checked.
- Hidden Field – Will not be visible to clients. You could use it to assign a Client ID , for example.
4. Choose the field type you want to use (we’ll use Text input for this example). Then, click the Next button.
5. You will then see another Modal/Pop-up that asks you to name the field. Type in the Field Name and then click the Save Button.
Note: If you chose another field type, you will have other options aside from naming the field. For example, if you use a drop-down type, you will also be asked to add selection options for your drop-down.
Custom Field Options
After you have created your field, you are ready to use the field on your forms, on segmentation, on personalization, etc. However, you can also configure the fields using the different Custom Field Options available to you.
Personalization Tags (as the name implies), allows you to place tags on your message to personalize your campaigns. You can learn more by going to our Personalization Tags guide.
Below you’ll see a list of all the Fields we have so far. On the 4th row, you’ll see the Personalization Tag for each field. The default fields have Tags that cannot be edited. However, you can edit the Personalization Tag for any Custom Field you have. By default, each field you create will be given a Personalization Tag with the following format (PERS_##). It’s a good idea to change this to something you can remember.
You can make a field required. This means that when your subscribers are filling out a form, they would need to type in a value to be able to submit the form. You usually do this if there is information that you definitely need about your subscriber. By default, Email Addresses are required. You cannot change that. However, you can make Name or any other field required if it is vital that you get that information.
After clicking the link, you’ll see a Modal/Pop-up with all your options. Below are your options.
- Default Value – this allows you to specify a value that will be the default. This would ensure that you always have a value on that field. For example, we created a field called Favorite Fruit. We can put “No Comment” as the default value.
- Available in the lists - You can specify the lists that can use the field(s) that you create. This helpful, especially if you create a field with a ton of options. Instead of re-creating them for all your lists, you can just check the boxes here to have them available to that list.
- Other Options - You can also make the field invisible to your subscribers. For example, you can add a field for Customer ID. This doesn’t have to be seen by the subscriber. You can make this invisible by unchecking the box and then you can just fill in the value when they sign up to your list.The last option is to show the field on the subscriber page. By default, only the Email, Name, and Date Added fields are displayed on your Subscriber page. However, if there is any Field that you want shown on this page, you can check this box to make it visible.