Knowledge Base > Contacts > Contacts information fields

in Contacts Tags: contactsfields

Contacts information fields have 2 main purposes:

  1. Personalization – send personalize email campaigns or SMS to your contacts, by incorporating personal contact information in the campaign body, subject line or even in the “To” line.
  2. Segmentation – segmenting contacts into groups with shared features, for example: Gender, area of residence, interests or any other data depending on the type of campaign you submit.

Steps to create information fields:

Step 1 – Define the fields

Step 2 – Add or change fields

 

Step 1 – Define the fields

You can edit the information fields in one of two ways:

  1. During the import contacts process, at the “Fields mapping” stage  – “Import contacts” guide.
  2. Via fields settings interface – click on the “Little Man” icon in the upper-right corner of the screen, and then choose “Fields Settings”.

Fields setting

On the “Field Setup” screen, you can check your field settings, change fields, and add additional fields.

Fields types in the system:

  1. Key field – Email – in this field, update the contact main email address.
  2. Key field – phone number for SMS – in this field, update the phone number in order to send contact SMS.
  3. Text fields – for the first and last name, city, company name, role, etc.
  4. Number fields – intended only for numeric information, such as additional phone number, ID number, Car number, etc.
  5. Date fields – contains only dates, such as the birth date and registration date.
  6. Non-search Text fields –  fields for a free configuration value. These fields are not segmentable.

 

You can define any information field as an open field, which allows you to import or update contact’s data in a free text (address, private name, last name, ID number, etc).
However, the closed field contains presets values (gender, interest area, etc) (3).

There are information fields that should be defined as closed fields, in order to create uniformity in the registration of information. For example, the city name can be written in various forms: “NY”, “New-york”, “New York”. Each of these records will be identified as a different city, making it difficult to segment contacts by the city of residence. Therefore, in this case, it is recommended to use a closed field.

Step 2 – Add or change fields

To add fields to the system, click on the “Add field type” At the bottom of the screen and choose from the drop-down menu, the field’s type that you want to add (1).
Pay attention: You can add up to 30 fields for segmentation, these fields can be open or closed. The system can contain 20 textual fields, 5 numeric fields and 5 dates’ fields.
Beyond that 30 fields, you can add general fields – “Textual no search”. These fields can contain any kind of free text, such as: Date, Number, Text and XML code. But, They are not segmentable within the system (you can segment these fields outside the system, after exporting to Excel table or CRM system).

You can edit or update any existing field by clicking on “Edit” in the “Actions” column, on the right of each field (3).

Define contacts field

 

What next?
You can send an email campaign or SMS campaign to your contacts with their personal information