Manage Custom Fields

Custom fields are where you can store additional data about your contacts. You can view these fields by going to your Contact List or to individual contact profiles.

When adding a new contact manually, there are eleven default fields. Only the email field is required, all others are optional.

• Email address
• First name
• Last name
• Company
• Address line 1
• Address line 2
• City/ Town
• State/ Province
• Zip/ Post code
• Country
• Phone number

Create new custom fields

You can create your own custom fields to personalize the information you hold on your contacts. For example; birthday, employee ID, hobbies, interests, subscription plan, customer type, etc.

To create a new custom field:

1. Go to Contacts
2. Click the Custom Fields tab
3. Select the + icon in the table
4. Name your new custom field
5. Choose a custom field type from the dropdown
6. Click Save

Once you create a new custom field it will be available for all contacts. If you go back to the Custom Fields tab in Contacts, you will see the Merge Tag needed to personalize emails with custom information.

It will look something like this: ${birthday} or ${employee-id}.

Show custom fields in your Contact List

1. Go to Contacts
2. Click the Columns icon
3. Tick the box next to the custom field(s) you want to display

This will display the custom field information for all contacts in your list or group. This column will not be permanently displayed, you will need to follow these steps each time you wish to access this information.

Deleting custom fields

1. Go to Contacts
2. Click the Custom Fields tab
3. Click the ... next to the custom field you wish to delete
4. Select Delete
5. Click Delete Field to confirm