Adding a Custom Field
Custom fields are great way of storing any information about your contacts. For example contact details, date of birth, gender, how many products they've purchased, what industry they are in and anything else that might be specific to your contacts. Transpond makes it easy to create custom fields and to use them in your email templates, segmentation and automations.
How to add a Custom Field
- Go to the Contacts tab at the top of the screen.
- Click on the Fields tab towards the top of the page.
- You can now see a list of custom fields. When you first create your account the only field here will be Email Address which is automatically created and cannot be deleted. Click the "Add a Field" button located at the top right of the page to start adding your first custom field.
A new "drawer" will slide onto the page. Here you can create your new custom field. Here's what each part means....
- Field Name
This is the actual name of the field. For example if you are adding a First Name field, you would type Field Name here. You can type anything you like here.
- Merge Tag
The merge tag enables you to use data in this field in your campaigns and mailouts. We automatically generate the merge tag based on the field name. But if you want a different merge tag you can type it here.
- Field Type
Here you can select the type of data that will be stored in the field. The options are TEXT, NUMBER or DATE. It's especially important to select the correct data type for your field if you are going to segment on the field. For example if you wish to segment all users who have a birthday in July, we need to know this is a date field.
You can flag fields as 'Important' within your account. Important fields will always appear at the top of the custom fields in the contact detail page and at the start of the contact fields (after system fields) in the any contact tables. Flagging a field as Important is useful for any fields you view/change often.
You can select the field as required. What this means is that whenever you add or update a subscriber, or a subscriber fills in a form to join your list, this field will need to be completed.
- Field Name
- Congratulations you've added a custom field. Now whenever you add or update a subscriber you will see this field. The field can also be referenced in your email templates as a merge tag. You can segment based on this field and the field is now available to add to your Signup Forms.
HIDING CUSTOM FIELDS
By default, any custom field you create will be visible to any contact who uses the 'Update your profile' link at the bottom of your emails. From there they can update the values of their custom fields. If you'd like to keep a user from doing that then you can hide the custom field. To do that, go to Contacts > Custom Fields > check the box for Hidden next to the custom field you want to hide.