Creating and Managing Custom Fields and Contacts

Custom fields allow you to store additional information about your contacts beyond the standard email and name fields. You can track any data relevant to your business, such as sign-up dates, subscription tiers, purchase history, preferences, birthdays, or company information. This guide will walk you through the process of creating and managing custom fields and contacts in the audience section.

Setting Up Custom Fields

1. In the navigation bar, click on the profile icon and select Settings from the drop-down menu.

2. In the settings menu, click on Custom Fields and Events.

3. Click on the Create Custom Field button.

4. In the modal, enter the name for the custom field.

5. Select the property type for the custom field. Options include text, number, date, and boolean fields (only true/false values accepted).

6. Click the Create button to finalize the custom field creation.

Creating a Custom Field from Contact Profile

1. In the navigation bar, click on Audience.

2. Click the Create Contact button on the page.

3. Choose All Leads from the list options.

4. In the form, click on the drop-down under Tag to select from available tags.

5. Click on Add next to custom fields.

6. Click on the drop-down under custom fields to select an option.

7. Select Purchase from the drop-down under custom fields.

8. Enter a value in the highlighted custom field input box.

9. Click the Add button in the custom field section.

10. Select an option from the drop-down menu in the custom fields area.

11. In the drop-down, start typing the name of the custom field you want to add. If it doesn't exist, you'll see options to create a field.

12. Choose Create Field Lost Date from the drop-down list.

13. Click the calendar icon next to the date field to select a date.

14. Click the Create button to finalize the entry.

Creating a Custom Field During CSV Import

1. In the navigation bar, select Audience to view the contacts list.

2. Check the size of the free e-book leads list in the list view.

3. Click on Import Contacts in the contacts overview section.

4. In the import page, drag and drop a CSV file or choose a file to upload your contacts.

5. After the file upload is complete, click Continue to proceed.

6. For each column header from your file, click the Choose Mapping drop-down.

7. Select E-book Downloaded from the drop-down menu for the status field.

8. If the column doesn't match an existing field, type the name of a new custom field in the search box.

9. Select Create Field with your field name, text, number, date, or boolean from the drop-down.

10. Click Complete to finish the import.

All newly created custom fields are now available globally and will populate with data from your CSV for the imported contacts.