Managing contact fields

Saving information about your audience

You can store a contact's basic information, like name and email address, or you can choose to add more fields (and store more information), like city, state, ZIP, country or company name. You can also create custom fields of your own. Here are some how-to's for managing your contact fields:

Contact field types:

There are 11 available field types to choose from for storing information about your contacts in your Audience. Here's a quick breakdown of when each field type is most useful:

  • Short answer - For values of less than 255 characters
  • Long answer - For values of less than 2,500 characters
  • Numeric answer - For numeric values
  • Radio button - For selecting a single option from a group of displayed options
  • Select multiple - For selecting one or more options from a scrollable group of options
  • Checkbox - For selecting one or more options from a checkbox menu
  • Drop down menu - For selecting a single option from a drop down menu
  • Date picker - For choosing a date (MM/DD/YYYY)
  • Postal code - For choosing a postal code. Can be used to create geographical segments (U.S. postal codes only)
  • State - For choosing a state from a drop-down menu of U.S. state names
  • Country - For choosing a country from a drop-down menu of recognized countries

How to add new contact fields:

You can follow these steps to create new contact fields in your Audience:

  1. From the main Audience page, click the Manage contact fields button.
  2. On this page, you'll see a list of all current fields and field types. To create a new field, click Create contact field.
  3. In the pop-up, name your field and choose your field type. You can preview your field here to make sure everything looks great! Hit Save to add your new field to bottom of the list of current fields.

Helpful tips

  • In the menu of available fields, you'll see one labeled choose your email format. Turn it on, and you can now set someone's email preference to html or text, which is particularly useful if someone is having trouble receiving your HTML mailings and needs to receive the plaintext instead. Add this option to your signup form, and now your recipients can decide for themselves.
  • Keep in mind that you only need to create fields for the data you'll use in your account, such as fields to use for personalization.
  • Make sure to note your custom field shortcut names. This is the name that you will see inside of your account for this field. This is especially handy if you're wanting to use this field for personalization in your mailing.

How to edit and archive contact fields:

All of your fields are easily accessible from the manage contacts page, where you can edit and archive them as needed.

  1. From the main Audience page, click the Manage contact fields button.
  2. Click the downward-pointing arrow to the right of any field and select Edit or Archive.
  3. Selecting Edit will open the same modal you used to create the field. You can update the field name and the options for any multi-option fields. The field type and shortcut name are locked, so you'll need to create a new field if you want to change the field type from, say a short answer to a date-picker field. Keep in mind that you can't have two fields with the same name, so you might need to update the name of an archived field if you want to use that same name on a new field.
  4. Archiving the field will relocate it to the bottom of the page, under Archived fields.
  5. You can restore any archived field if needed by selecting Restore field from the downward-pointing arrow to the right of that field.

How to reorder contact fields:

Drag and drop fields into a preferred order by using the ≡ icon on the far right. This also determines the order in which your fields will appear on your signup forms.