Manage Contact Fields

The contact fields that are available for each contact will vary depending on the fields that were selected from the accounting system as part of the export process. For details see How to Manage Fields Uploaded to Email Marketing.

If the field does not exist in the accounting system and a new field will be helpful to identify contacts for email campaigns, a new field can be created directly in the email marketing module. This field will not be updated back into the accounting system. 
 

To View All Contact Fields

This table will display all contact fields, regardless if they were from the accounting system or created directly in the email marketing module.

1. Log in to website and access Email Marketing Module.
2. Select Contacts > Manage Contact Fields from the left navigation. 
3. Scroll down to see Custom Fields Table with the following columns: Field Name, Type and Data Type.

To Create a New Custom Field

1. Select New Custom Field button
2. In the Create New Custom Field dialog box, 
   • Name: Enter name of the field.
   • Type: Select the type of data that would be entered in this field.
     • Text, Number, Checkbox, Checkbox List, Drop Down, Calendar.
   • Default Value: This can be left empty.
     • Determine how undefined values are treated when inserting merge fields into emails or potentially when searching/segmenting contacts.
3. Select Save & Close to create the new custom field.

 

To Edit a Custom Field

1. Form the Custom fields table, select name of a custom field or select row and select Edit button at the top.
2. The Edit Custom Field dialog box, make changes to fields where necessary
   • Name: Enter name of the field.
   • Type: Select the type of data that should be entered in this field.
   • Default Value: This can be left empty.
     • Determine how undefined values are treated when inserting merge fields into emails or potentially when searching/segmenting contacts.
3. Select Update Field to save changes.

To Delete a Custom Field 

1. Form the Custom Fields table, click in the row of the field to be deleted.
   • The background color for that field will change when selected.
   • Do not select the field name, this opens the Edit Custom Field dialog box.
2. Select Delete button at the top.
3. In the Delete Confirmation dialog box
   • Delete Custom Field message "Deleting a contact field will remove all of its references and associated contact information. Are you sure you want to delete this contact field?"
4. Select Ok to delete the field.
5. If this field originated from the accounting system, additional steps will have to be taken to remove the field from the accounting system so that the data is no longer updated to the email marketing module. For details see How to Manage Fields Uploaded to Email Marketing.