How to Create Custom Fields
Table of Contents
What are Custom Fields?
Custom Fields are fields that you create in addition to the default ones in Email Marketing—Email, First Name, and Last Name. You can use them to gather extra information from your contacts. Then, use this data for better segmentation of your campaigns.
How to Create a Custom Field?
- Log in to your Client Area > Services > Email Marketing.
- Press the Manage button of the selected Email Marketing service.
- Navigate to Contacts > Custom fields.
- Press the Create Custom Field button.
- Fill in the field parameters. They include:
- Name—How you’d like your custom field to be called.
- Description—A description of the field’s purpose. It serves as a reminder of why the field was created. It is optional and visible only to you.
- Field Type—The type of input that has to be provided. There are two options:
- Text—Contacts manually enter the information
- Dropdown—Contacts choose from predefined options created by you
- Press Create to confirm the custom field.
The selected Field Type determines the steps for finishing the custom field setup. We’ll explore them in detail below.
Text Type
You can prompt visitors to provide free text responses to the custom field. To do that, select Text from the dropdown menu Field Type.
Dropdown Type
Instead of submitting free text, contacts can choose a predetermined answer from a dropdown menu. This is done by selecting Dropdown from the Field Type menu.
A new field Option will appear under the Field Type menu.
Here, you can write the text of the first option of the dropdown menu that visitors can choose from.
To add more options, click on the Add Option button or press Enter.
If you wish to delete an option, click on its Delete icon (trash bin).
