Advanced Setup
How do I edit a contact record? | Delivra Air
This article references steps in the Delivra Air platform. If you are not a Delivra Air user, please visit this article for steps to complete in the legacy system. You will manage contact records in the Contacts dashboard in your account. How-To From ...
Contacts | Delivra Air
Your Contacts dashboard is designed to provide statistics for contact status changes for the month as well as shortcuts to common tasks performed. Here you can view & search a listing of all contacts in the account, manage & add contact records, ...
Import your contact list | Delivra Air
This how-to article outlines the process of importing subscriber data via CSV file upload to the Delivra Air system. If you are not a Delivra Air user, please see this article for importing files in the legacy system. Tip: Open the images in the ...
Can Custom Table records be deleted?
Currently, there is no way for Administrators to delete Custom Table records within the UI. Instead, we recommend that records be overwritten with additional data via an import or an automation step. Please Note: It is possible to have Custom Table ...
How do I prevent trailing zeroes in my merge tag for data with decimals?
When you are merging numerical data into a campaign, you may sometimes notice one or more zeroes after a decimal place. For example, your merge tag using the decimal field type is supposed to read as "3.9" but it is being displayed as "3.90" on your ...
Can a field name in a custom table be deleted?
We would not recommend deleting fields from your custom table(s) but instead would recommend that the field is edited to be hidden. To do this, follow the steps below: How-To 1. Navigate to the Contacts dashboard. 2. Select "Configuration" from the ...
What does this error, "The following custom tables used in content must also be used in each segment:" mean?
If you're merging data from a custom table into your email or subject line, you may have seen this error when setting up a campaign: Broken image What does it mean? The error means that a custom table is in-use in the campaign but the segment ...
How do I setup Lead Scoring for URLs clicked in a specific campaign?
Lead Scoring can be used at the campaign level to score click activity of specific URLs in a sent campaign. Follow the steps below to set up scoring for your campaigns. Lead scoring details not available in Air How-To Navigate to the Campaigns ...
What are the character limits for standard contact data fields?
The answer is dependent on field type. See character limits by field type below. Standard text fields can hold up to 50 characters (with some exceptions, for example, phone numbers are limited to 15). Text 1- Text 11 can hold up to 200 characters. ...
What is the difference between Lead Scoring and Advanced Engagement Scoring?
We offer two scoring systems to help you identify and prioritize which of your contacts to follow-up with by defining a comprehensive scoring system that will automatically increase or decrease a contact’s score based on several criteria: action or ...
What happens if I hide a demographic field?
Administrators have the ability to hide demographic fields in the system. This can be helpful if there are fields that are not in use and you want to hide them so that segments cannot be created with the field(s), the field(s) cannot be merged into ...
How do I set a default value for a field in my custom table?
When using merge tags 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. Follow the steps below ...
How do I setup a picklist for a custom table field?
A picklist is a list of data values saved to a demographic field. Creating a picklist for demographic fields allows you to ensure data integrity. If ever an import is made with non-matching values, you will be notified to correct the data. Follow the ...
How do I rename fields in my custom table?
Easily access the fields in your custom table for updates. Follow the steps in this article to rename a field in a custom table in your account. How-To Navigate to Contacts > Configuration > Custom Tables. Hover over listed custom table name in the ...
Can I score contacts or leads that submit a form?
Our lead score feature allows you to build a scoring system that can be used to categorize contacts / leads based on their demographic data and/or their activity over a period of time. Using this feature will allow you to identify and prioritize ...
Can I set a send limit for how many emails a contact should receive?
Let’s face it, it's difficult to track how many emails are being sent to any given individual contact. With all of the ways a contact could receive email from you, we developed a frequency cap setting so that you can rest easy knowing you're not ...