How do I create new contact fields or rename existing fields?

How do I create new contact fields or rename existing fields?

Your account comes with 90 standard contact demographic fields that are customizable. All fields are available by default, there is not a need to create new fields.

You can re-name the fields in your account to reflect standard demographic names your company uses. This customization is called a field alias. The field alias name is displayed throughout the Delivra system where that demographic field is seen (ex. contact records, segment clauses, merge tags, etc.).

See instructions below to customize your fields.


How-To

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1.  Navigate to Settings and select "Data Setup".

2.  Click on "Contact Fields".

3.  Scroll listing or use the Search box to find the field to edit.

4.  Once found, hover over the field to expose the "Edit" button. (right-side)

5.  A pop-up on right-side of page will appear. Enter the new name for the field in the "Field Alias" box.

6.  Click the "Save" button. You may need scroll down the right side to see it.

 

Creating a picklist of values

A picklist is a list of data values saved to a demographic field.  Creating a picklist allows you to ensure data integrity; if non-matching values are imported, your import report will return these records as invalid. To set up a picklist, go to Settings > Data Setup > Contact Fields.

Hover over a field to expose the Edit button.
A pop-up will appear on the right-hand side of the page after clicking Edit.

Under Picklist Options use the Add + button to add a single value at a time. Or the Upload icon to import a list of values.



Picklists & forms

Picklists are ideal for fields that will be used in a subscribe form. Providing a list of options for your subscribers to pick can help you keep your data clean. You can create a list of values available in two ways: manually create the list of values in the form itself, or save a Picklist to the field in your account settings.

Follow these steps to create a list of values in your form:
  1. Drag the field from the left into your editor canvas. Click to edit.
  2. Find the Field Type in the Appearance section. Chose a field type that supports the display of multiple values like a drop-down, radio buttons, or check box.
  3. Enter the 1st value in the box provided, then click the + icon.
  4. A new box will be added for the next value.
  5. Repeat steps as needed to create your list. Tip: Choose one of the values to be shown as the default in the form.



If you created your list of values as a Picklist on the field in your account settings, note note that Picklists are not compatible to use with checkboxes or open-ended text fields in Forms. 

Recommendations

We highly recommend that you do not rename the following data fields. Using these fields for data other than their intended purpose may prevent you from fully adopting features that use or reference the data in these fields. 

  • External System ID
  • Unsubscribe Reason
  • Name (First, Last, Suffix, Full Name)
  • Birthday
  • Address (Address, Address Line 2, City, State, Zip, Country, County)
  • Company (Company Name, Industry, SIC Code, Company Size)
  • Sale Rep (First Name, Last Name, Phone, Email, Photo)

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