Manage Contact Data Fields
Your account includes 90 standard contact demographic fields that are customizable. 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.).
Standard field list
The following is a list of the available demographic fields, including the data types and character limits for each field. You can reference this list when planning where to store data that you will import via CSV file, FTP, or integration.
All Standard Fields
| Alias | Database Name | Data Type |
| Additional | additional_ | Long text - Unlimited (tested up to 120K) |
| Address | address_ | Text - 100 char |
| Address Line 2 | addressline2 | Text -100 char |
| Age Range | agerange_ | Text - 50 char |
| Alternate Phone | addressaltphone_ | Text - 15 char |
| Birthday | birthday_ | Date/Time |
| City | addresscity_ | Text - 50 char |
| Children Present | childrenpresent_ | Text - 20 char |
| Comment | comment_ | Long text - Unlimited (tested up to 120K) |
| Comment 2 | comment2_ | Text -1000 char |
| Comment 3 | comment3_ | Text -1000 char |
| Comment 4 | comment4_ | Text -1000 char |
| Comment 5 | comment5_ | Text -1000 char |
| Comment 6 | comment6_ | Text -1000 char |
| Comment 7 | comment7_ | Text -1000 char |
| Company | company_ | Text - 50 char |
| Company Size | profilecompanysize_ | Text - 50 char |
| Country | country_ | Text - 100 char |
| County | county_ | Text - 50 char |
| Date 1 | userdate1_ | Date/Time |
| Date 2 | userdate2_ | Date/Time |
| Date 3 | userdate3_ | Date/Time |
| Date 4 | userdate4_ | Date/Time |
| Date 5 | userdate5_ | Date/Time |
| Date 6 | userdate_ | Date/Time |
| Decimal 1 | decimal1_ | Decimal (19,9) |
| Decimal 2 | decimal2_ | Decimal (19,9) |
| Decimal 3 | decimal3_ | Decimal (19,9) |
| Decimal 4 | decimal4_ | Decimal (19,9) |
| Decimal 5 | decimal5_ | Decimal (19,9) |
| Department | profiledept_ | Text - 50 char |
| First Name | firstname_ | Text - 50 Char |
| Full Name | fullname_ | Text - 100 char |
| Gender | gender_ | Text - 20 char |
| Home Ownership Status | homeownershipstatus_ | Text - 20 char |
| Household Income | householdincome_ | Text - 50 char |
| Industry | profileindustry_ | Text - 50 char |
| Last Name | lastname_ | Text - 50 char |
| Last Purchase Date | lastpurchasedate_ | Date/Time |
| Lead/Pipeline Status | leadpipelinestatus_ | Text - 50 char |
| Lifetime Value of Customer | lifetimevalue_ | Decimal (9,2) |
| Number 1 | number1_ | Integer - 9 |
| Number 2 | number2_ | Integer - 9 |
| Number 3 | number3_ | Integer - 9 |
| Number 4 | number4_ | Integer - 9 |
| Number 5 | number5_ | Integer - 9 |
| Phone | addressphone_ | Text - 15 char |
| Rep Email | repemail_ | Text - 100 char |
| Rep First Name | repfirstname_ | Text - 50 char |
| Rep Last Name | replastname_ | Text - 50 char |
| Rep Phone | repphone_ | Text - 15 char |
| Rep Photo | pepphoto_ | Text - 4000 char |
| Rewards Account Number | rewardsaccountnumber_ | Text - 50 char |
| Rewards Level | rewardslevel_ | Text - 50 char |
| Reward Points | rewardpoints_ | Decimal (19,9) |
| Salutation | salutation_ | Text - 20 char |
| State | addressstate_ | Text - 50 char |
| Store Number | storenumber_ | Text - 50 char |
| Suffix | suffix_ | Text - 20 char |
| Text 1 | text1_ | Text - 200 char |
| Text 10 | text10_ | Text - 200 char |
| Text 11 | text11_ | Text - 200 char |
| Text 2 | text2_ | Text - 200 char |
| Text 3 | text3_ | Text - 200 char |
| Text 4 | text4_ | Text - 200 char |
| Text 5 | text5_ | Text - 200 char |
| Text 6 | text6_ | Text - 200 char |
| Text 7 | text7_ | Text - 200 char |
| Text 8 | text8_ | Text - 200 char |
| Text 9 | text9_ | Text - 200 char |
| Title | profiletitle_ | Text - 50 char |
| Unicode Text 1 | unicodetext1_ | Text - 4000 char |
| Unicode Text 10 | unicodetext10_ | Text - 4000 char |
| Unicode Text 2 | unicodetext2_ | Text - 4000 char |
| Unicode Text 3 | unicodetext3_ | Text - 4000 char |
| Unicode Text 4 | unicodetext4_ | Text - 4000 char |
| Unicode Text 5 | unicodetext5_ | Text - 4000 char |
| Unicode Text 6 | unicodetext6_ | Text - 4000 char |
| Unicode Text 7 | unicodetext7_ | Text - 4000 char |
| Unicode Text 8 | unicodetext8_ | Text - 4000 char |
| Unicode Text 9 | unicodetext9_ | Text - 4000 char |
| Zip | addresszip_ | Text |
Rename a standard field
Tip: Open images in a new browser tab for a larger view.
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1. Navigate to Settings and select "Data Setup".
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2. Click on "Contact Fields". |
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3. Scroll the field 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)
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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.
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Hide a field from view
Hidden Fields will not be visible in other areas of Delivra, like the contact profile or as a merge tag. However, the field will still be available for importing data. This is useful for storing data that not all of your Delivra Admins should be able to access, but is still necessary for segmentations such as a contact's address. The option to Hide a field is found directly under Field Type when editing a field.
Create a picklist of values allowed in a field
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. |
Recommendation: Configure values for the Source field
Tracking a subscriber source is important to understanding the success of different marketing efforts to grow your contact list. For example, you can leverage values saved to our standard Source field to determine when to send a specific welcome email with a discount offer for subscribers that came in through your Facebook page vs. subscribers that came through a form on your website.
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:
- Drag the field from the left into your editor canvas. Click to edit.
- 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.
- Enter the 1st value in the box provided, then click the + icon.
- A new box will be added for the next value.
- 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.
Merge data field values to personalize content
Merge tags allow you to dynamically insert unique data into your email message. A common example would be inserting a merge tag for the First Name demographic field to address each recipient of your email with a greeting like "Hi, Stephanie!"
To begin, open (or create) a campaign or email template in the drag-and-drop email designer.
1. Click into a Text block and place cursor where you want to insert the merge tag. | |
2. Locate and click the Merge Tag icon in the text editor. (right) | |
3. Click to select desired field name from the list. Scroll list or use the Search box to find field name. | |
4. The field's merge tag will be visible in the text block. When the campaign sends, the recipient will see their unique information. |
Notes on using merge tags
- While merge tags allow for easy personalization, be certain that you have accurate data for the contacts that will receive the mailing. Most recipients do appreciate the personal touch... until they realize the data is wrong or incomplete.
- We recommend you add a default value to the fields you intend to merge into emails. This default value will be shown if a recipient of an email does not have a value in the field in your database.
- You can also utilize merge tags in your subject line and preheader text to personalize those elements of an email too. You will find these is the Email Setup section of the campaign workflow:
Set default values for fields
When using merges in campaigns, it is important to consider the possibility that not all recipients may have a value stored in the field being merged. You can set default values for fields to account for the lack of data when using merges.
1. Navigate to Settings > select "Data Setup" > select "Contact Fields". | |
2. Scroll the field listing or use the Search box to find the field to edit. | |
3. Once found, hover over the field to expose the "Edit" button. (right-side) | |
4. Enter default value in the "Merge Options" box. Be sure to hit the Save button, you may need to scroll down to find it. |
Be sure to go back to your campaign (or template) to insert the merge tag for the demographic field. Setting a default is only one step in the process of utilizing merge tags to personalize your campaigns.
You can either import a list from your database with all needed data for contacts or you can export the current list of contacts from Delivra, update the file with all necessary data, and re-import it to update records.
FAQ
How do I find the data and data fields already used in my account?
The easiest way to understand what data you have and what fields have been used is to export the full list of contacts from your account.
Navigate to Contacts and click "All Contacts" from the left menu. Or click "View" from the All Contacts title. | |
On the right you will see an more options icon. Click the icon and select "Export all to Excel". | |
A pop-up will appear to choose the data fields to include in the exported file. Select all fields > Click the Ok button. |
How do I remove the timestamp from a merged date field?
The default format of date fields include the timestamp, so you need to change the display format of the field in Settings.
- Navigate to Settings > select "Data Setup" > select "Contact Fields".
- Scroll the field listing or use the Search box to find the field to edit. Once found, hover over the field to expose the Edit button.
- Under Merge Options you will find Date Format and Time Format settings.